We are in search of a VP of Marketing for a Hybrid RIA (fee-based + life insurance expertise) Wealth Management firm with $2B in assets under advisory (AUA).
MUST HAVE MARKETING EXPERIENCE IN FINANCIAL SERVICES!
The VP of Marketing will lead an internal team of five and several outside consulting firms, covering 20 marketing channels and a $4+ million annual marketing budget.
Must haves :
- Wealth Management industry experience with lead generation KPI
- Direct Response Marketing experience
- Digital Marketing
- TV, Radio, Podcasts, etc. a huge plus
- Strong understanding of retirement planning
- Experience working with $2M+ annual marketing budgets
- 10+ years of marketing experience with a minimum of 3 years in a leadership role
The major marketing focus is lead generation of affluent prospects for financial planning services and investments.
2023 Marketing Achievements :
- 20 Marketing Channels
- 8,500 Qualified Leads
- Schedule 4,270 and Complete 3,200 first appointments.
3 current marketing funnels :
- Retirement planning
- Understanding Social Security
- Tax Strategies
Target market :
- Conservative
- Suburban
- Mass affluent ($200K+ investable assets)
Experience Needed :
- 10+ years’ experience across a wide array of marketing specialties
- Marketing & Campaign Strategy
- Run budgets of $2mm+
- Team leader and builder
- Traditional Media Expertise : TV, Radio, Seminars
- New Media Expertise : Digital, Podcasts, Webinar
- Lead generation background
- Experience running marketing campaigns on national scale
- Creative expertise
- Running the day to day operations of marketing
- Working with executive team
- Being point of contact for outside consultants
- Work with and managing a Project Manager
- Negotiations with media outlets and outsourced services
- Building out new marketing channels
- Willingness to travel (minimal)
Relocation available
Compensation :
$200 - $300K base salary + significant variable compensation bonus based KPIs, such as :
- Lead Generation
- Project Completion
- Team retention and growth
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