Senior Marketing Manager

Job description

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Director of Strategic Growth at District Partners

Senior Marketing Manager — UHNW & Family Office

Reports to: Chief Marketing Officer

Travel: Occasional travel for client events, advisor meetings, and conferences

Join one of the largest and fastest-growing RIAs in the country and own marketing for a ~$30B UHNW & Family Office segment inside a 60B+ national platform.

You’ll operate a “brand within a brand,” reporting directly to the CMO, Family Office leadership, and the overall to define the segment’s narrative, build a scalable marketing engine, and drive organic growth across acquisition, expansion, and retention.

The role sits within an enterprise marketing organization that emphasizes brand architecture, segmented strategies, integrated campaigns, analytics, and rigorous compliance.

What You’ll Do:

• Set the marketing strategy for the UHNW & Family Office segment, including positioning, value propositions, audience personas, and differentiated messaging by stakeholder (principals, family office executives, advisors, COIs).
  
  
• Build and steward a “brand within a brand” that balances enterprise cohesion with segment-specific identity and experiences.
  
  

Integrated campaigns & channels:

• Architect and run end-to-end campaigns across content, digital, email, social, paid media, events, PR, and partnerships, with clear objectives tied to pipeline, AUM growth, and client retention.
  
  
• Develop ABM and field marketing programs that generate qualified UHNW meetings and accelerate opportunity velocity.
  
  
• Build toolkits that help advisors win: segment decks, case studies, competitive positioning, proposal templates, and activation playbooks for COIs such as attorneys, CPAs, and multifamily offices.
  
  

Thought leadership & content studio:

• Own the editorial calendar for topics like wealth transfer, complex tax and estate planning, illiquid and alternative investments, governance, and next-gen education.
  
  
• Partner with internal experts to turn insights into signature reports, white papers, and salon-style events.
  
  
• Design flagship client experiences (intimate roundtables, family governance workshops, invitation-only summits) that reinforce trust, deepen relationships, and create referral momentum.
  
  

M&A and growth initiatives:

• Lead launch and integration marketing for acquired teams within the segment, including brand migration, change communications, and go-to-market plans.
  
  

Data, insights & reporting:

• Instrument channel and funnel analytics; define KPIs; stand up dashboards that quantify sourced and influenced pipeline, meeting conversion, time-to-close, retention, and share-of-wallet.
  
  

Agency and vendor leadership:

• Orchestrate (with CMO) a high-performing mix of in-house contributors and agencies; set SOWs, briefs, and QA standards; hold partners to performance goals.
  
  

Compliance partnership:

• Embed compliant workflows and creative review practices aligned to the SEC Marketing Rule without sacrificing creativity or speed.
  
  

What You’ll Bring:

• 7–10+ years of progressive marketing experience in wealth management, financial services, luxury/professional services, or another regulated, relationship-driven industry.
  
  
• Demonstrated success owning a high-stakes segment or portfolio and building integrated programs that drive measurable commercial outcomes.
  
  
• Fluency across the modern marketing stack (CRM and marketing automation such as Salesforce, Pardot/HubSpot; analytics such as GA4/BI) with comfort translating data into executive-ready insights.
  
  
• Strength in brand architecture, narrative development, and “editor-in-chief” caliber content leadership.
  
  
• Experience partnering with senior executives, advisors, portfolio managers, tax/estate experts, legal/compliance, and business development.
  
  
• High EQ, excellent writing and storytelling, and a bias for action.
  
  

How Success Will Be Measured (first 12 months):

• A clear segment narrative and identity system adopted across the enterprise.
  
  
• An operating rhythm for integrated campaigns and a content engine that consistently generates qualified UHNW meetings.
  
  
• Advisor enablement adopted in the field with measurable lift in win rates and COI activation.
  
  
• A segment event strategy that produces net-new opportunities and deepens key relationships.
  
  
• Dashboards in place with transparent view of sourced and influenced pipeline, conversion, and retention economics.
  
  

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Marketing and Management

• Industries

  Investment Management and Investment Banking

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