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Senior Marketing Manager Wealth Management

Senior Marketing Manager Wealth Management

MAI Wealth Management, Inc.Independence, OH, US
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Job Description

Job Description

GENERAL JOB DESCRIPTION

MAI is one of the largest and fastest-growing RIAs in the country and is looking for an experienced leader to own marketing for our core Wealth business segment inside a 60B+ national platform. Reporting directly to the CMO, this leader will play a key role in helping to define the segment’s value proposition, build a scalable marketing engine, and drive organic growth across acquisition, expansion, and retention.

This is a hybrid position that can be in either our Los Angeles, CA or Cleveland, OH offices. Remote candidates that meet the qualifications, but do not live near LA or Cleveland, will also be considered.

MAJOR DUTIES AND RESPONSIBILITIES

Segment Ownership & Strategy :

  • In alignment with key business leaders, set and execute the marketing strategy for the Wealth Management business segment, including positioning, value propositions, audience personas, and differentiated messaging by stakeholder (clients, advisors, COIs, sports verticals).
  • 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 prospect meetings and accelerate opportunity.

    • Advisor enablement :

  • In alignment with business leaders, 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 appropriate for the business.
  • Partner with internal SMEs to turn insights into reports, white papers, short- and long-term video, webinars, etc.

    • Client Experience & Events :

  • Design small and large-scale client event experiences 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.

    • Compliance Partnership :

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

    • EXPERIENCE / CREDENTIALS

  • BA degree in Communications, Marketing, Journalism, or relevant field.
  • 7–10+ years of progressive marketing experience in wealth management, private wealth, or a private wealth division of a financial services organization.
  • 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, 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.

    • COMPETENCIES

  • Thrives in a fast-paced and dynamic team-based, collaborative environment, and works well with others to resolve conflicts.
  • Strong organizational and interpersonal skills with a demonstrated commitment to teamwork and partnerships.
  • Strong inclination for organization, process, attention to detail, editorial guidelines, etc.
  • Ability to independently design graphic content utilizing Illustrator, InDesign, Canva, or other similar tool.
  • Excellent oral and written communication skills.
  • Demonstrated problem solving and analytical abilities; strong project management skills.
  • Strong data analysis skills with an emphasis on using data to evaluate the effectiveness of marketing activities.
  • Proven ability to focus on resolving complex business issues and coordinate with large teams.
  • Proven ability to effectively meet stringent deadlines, while still maintaining flexibility to prioritize and execute to meet firm needs.
  • Demonstrated ability to lead projects and achieve desired results.
  • Ability to manage and work with a wide variety of vendors and other partners.
  • Maintains absolute confidentiality of all client information and safeguards client and firm data; maintains high ethical standard in all practices.
  • Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity.
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