Marketing Manager - 20556

Our client is a fee-only, fiduciary wealth management firm serving approximately 180 client families with comprehensive financial planning and sophisticated investment solutions across traditional and alternative investments.

The firm is a close-knit, growth-oriented organization focused on delivering a high level of advice and an exceptional client experience. As the business enters its next stage of growth, marketing will play an increasingly important role in strengthening its brand, expanding visibility, engaging existing clients, and reaching high-net-worth families.

The Senior Marketing Manager will serve as the hands-on engine behind the firm's marketing efforts, owning execution across its digital presence, content, email programs, webinars, events, referral materials, and broader marketing operations.

This individual will inherit an established marketing strategy and work directly with senior leadership to bring that strategy to life. The role requires someone who can independently move initiatives from concept through completion rather than simply developing strategy and delegating execution to others.

The ideal candidate is a proactive marketing generalist who is highly organized, an excellent communicator, and comfortable operating within a regulated and approval-driven environment. Previous U.S. financial services experience is not required, but the successful candidate must be capable of quickly learning the industry and its compliance requirements.

• Manage and continuously improve the firm's website

• Own website content, structure, landing pages, and ongoing updates

• Develop and execute SEO strategies designed to improve organic visibility

• Improve visibility across emerging AI search and Answer Engine Optimization (AEO) channels

• Optimize digital content for high-net-worth families and other target audiences

• Monitor website and organic search performance and identify opportunities for improvement

• Produce and publish blogs, articles, LinkedIn content, and other thought leadership materials

• Draft, edit, and refine content while maintaining a sophisticated and consistent brand voice

• Coordinate video projects from planning through production and publication

• Work with designers, videographers, and other external creative partners

• Repurpose long-form content across multiple marketing channels

• Maintain a consistent publishing cadence across the website, blog, social channels, and other platforms

• Own the firm's email marketing programs from planning through execution

• Produce and distribute the monthly digital newsletter

• Manage the quarterly client newsletter

• Develop and execute campaign-specific emails

• Coordinate content, approvals, scheduling, distribution, and reporting

• Monitor engagement and recommend improvements based on performance

• Plan and execute the firm's client webinar series

• Coordinate webinar production, promotion, scheduling, and post-event follow-up

• Support client appreciation events in partnership with the broader team

• Manage event-related vendors and logistics

• Develop supporting promotional and follow-up materials

• Ensure events and webinars remain aligned with the broader marketing calendar

• Maintain and improve referral collateral

• Create and update one-pagers, presentations, and other prospect-facing materials

• Partner with advisors and leadership to ensure materials accurately communicate the firm's capabilities and positioning

• Maintain consistency across client, referral partner, and prospect communications

• Support media outreach and public relations initiatives

• Coordinate award submissions and recognition opportunities

• Support speaking engagement logistics for senior leadership and advisors

• Identify opportunities to increase visibility for the firm and its thought leaders

• Ensure external communications remain consistent with brand and compliance standards

• Own and maintain the overall marketing calendar

• Keep projects moving and ensure deadlines are consistently met

• Manage external marketing vendors and partners

• Monitor marketing budgets and spending

• Track marketing performance metrics and provide visibility into results

• Surface decisions and approvals required to prevent projects from stalling

• Build repeatable workflows that improve marketing execution and accountability

• Manage the marketing compliance review process for public-facing communications

• Ensure content receives appropriate approval before publication

• Learn and follow relevant financial-services marketing requirements

• Maintain organized documentation of approvals and revisions

• Coordinate efficiently with internal stakeholders to prevent compliance reviews from slowing execution

• Develop a strong understanding of what can and cannot be communicated within a regulated environment

• • Previous experience within:

    • Wealth management

    • Financial services

    • Professional services

    • Legal services

    • Healthcare

    • Premium or luxury brands

  • Experience marketing to high-net-worth or affluent audiences

  • Previous experience operating within a regulated or compliance-heavy environment

  • Experience with SEO and Answer Engine Optimization (AEO)

  • Experience coordinating PR, awards, or executive speaking opportunities

  • Experience managing outside designers, videographers, agencies, and other marketing vendors

Candidates should have working fluency with modern marketing technologies, including:

• Website CMS platforms

• Email marketing platforms

• SEO and AEO tools

• Website and marketing analytics platforms

• Social media platforms, particularly LinkedIn

• Marketing project management tools

• Webinar and virtual event platforms

• AI-powered marketing and content tools

Specific platform experience is less important than the ability to quickly learn and effectively use the firm's existing technology stack.

• Fully remote position

• Full-time

• Monday–Friday

Within the first year, the Senior Marketing Manager should establish a consistent and highly reliable marketing execution engine.

Success will include:

• Website, blog, and LinkedIn content publishing consistently and on schedule

• Measurable improvements in organic and AI-search visibility

• Email, webinar, and client event calendars operating smoothly and predictably

• Growing engagement from clients and prospective clients

• Marketing projects consistently progressing from idea through completion

• Faster and more reliable decision-making and approval workflows

• A well-managed marketing calendar with clear ownership and accountability

• Strong command of the firm's compliance review requirements

• Public-facing communications moving through compliance efficiently and accurately

• Senior marketing generalist who enjoys execution as much as strategy

• Operator who takes ownership of projects and drives them through completion

• Strong writer capable of communicating with a sophisticated, affluent audience

• Highly organized and capable of managing numerous initiatives simultaneously

• Comfortable working directly with executives and senior advisors

• Proactive about surfacing decisions, securing approvals, and closing open loops

• Able to coordinate external vendors without becoming dependent on them for execution

• Detail-oriented enough to thrive in a regulated environment

• Curious about how AI is changing content, search, and digital marketing

• Self-directed and capable of maintaining momentum without constant oversight

• Focused on creating a reliable marketing function where initiatives consistently get finished rather than stall

• Consistency of website, blog, and social publishing

• Organic search and AI-search visibility

• Website engagement and performance

• Email and newsletter engagement

• Webinar participation and engagement

• Client and prospect event execution

• Marketing project completion rates

• Adherence to the marketing calendar

• Turnaround time for marketing initiatives

• Compliance review accuracy and efficiency

• Quality and consistency of prospect and referral materials

• Vendor and marketing budget management

• Overall contribution to brand visibility, client engagement, and firm growth