Marketing Programs Director, Wealth Management (HYBRID)

A core responsibility of this role is leveraging data and book of business insights to identify opportunities where targeted marketing programs can drive growth - such as client life events, asset concentration risks, generational wealth transfer, or underpenetrated segments. Actual base salaries vary based on skills, experience, and geographical location. What You Will Bring • Bachelor’s degree in marketing, communications, business or related field • 10+ years of marketing experience • Marketing experience within financial services, wealth management, or asset management fields • Expertise on integrated marketing channels including social media, email, content and events • Demonstrated experience using data and analytics to inform marketing strategy, segmentation and program deployment • Proven success developing advisor facing marketing and lead-generation turnkey programs, including niche and affiliation initiatives Marketing Strategy and Positioning: Knowledge of market research, segmentation, and channels; ability to use business models to develop and implement marketing strategies, objectives, and tactics as well as establishing a communications plan. Equitable