Managing Director, Chief Marketing Officer

About the position

The Managing Director, Chief Marketing Officer (CMO) is the firm’s senior marketing visionary, defining and driving a bold, enterprise-wide marketing strategy that fuels growth across all business lines. Reporting directly to the CEO, this role leads and develops the Marketing organization while remaining highly hands-on actively shaping strategy, execution, and outcomes. The CMO leads a digital-first, direct-to-investor strategy, strategically leveraging social media to attract, educate, and activate investors at scale. As a core member of the Executive Management Team, the CMO helps set enterprise priorities, influences long-term strategy, and partners closely with senior leaders to accelerate the firm’s evolution and deliver on its long-term growth ambitions.

This leader oversees all facets of marketing including brand strategy, creative services, performance and growth marketing, digital marketing, product marketing, communications, and conferences and events.

Responsibilities

• Serving as a key member of the firm’s Management Team, contributing to corporate strategy and championing enterprise initiatives, with particular emphasis on scaling digital engagement with individual investors.
• Defining and executing a multi-year marketing strategy that drives business growth, strengthens brand equity, and enhances client engagement, personalization, and retention.
• Translating corporate objectives into clear marketing priorities, goals, and metrics, ensuring alignment, accountability, and execution excellence.
• Leading, mentoring, and developing a high-performing team across marketing, communications, digital, and creative functions.
• Building and sustaining a culture of excellence, collaboration, innovation, and continuous improvement, with a strong emphasis on digital execution and measurable impact.
• Overseeing all facets of marketing, including brand strategy, creative services, performance and growth marketing, digital marketing, product marketing, communications, and conferences and events.
• Ensuring consistent brand positioning and messaging across all channels, campaigns, and touchpoints including social media platforms.
• Directing the development of high-quality creative assets, campaigns, and content that clearly articulate the firm’s value proposition.
• Leading the firm’s digital marketing strategy, including paid media, social media, SEO/SEM, website experience, and marketing automation.
• Owning the marketing analytics agenda, partnering closely with Business Intelligence to drive data-informed decision-making and clear measurement of ROI.
• Ensuring effective use and optimization of the marketing technology stack, including CRM and automation platforms.
• Partnering cross-functionally with Sales, Product, Investment Strategy, Operations, Legal, and Compliance to ensure integrated planning and execution.
• Supporting product launches, go-to-market strategies, and sales enablement initiatives with coordinated digital and social amplification strategies.
• Owning the strategy, budgeting, execution, and measurement of internal events and external conferences, ensuring high-quality experiences that deepen client relationships while complementing digital engagement.
• Ensuring all marketing materials and communications meet regulatory, legal, and compliance standards, maintaining strong working relationships with Compliance and Legal teams including oversight of compliant social media communications.

Requirements

• Bachelor’s degree required, advanced degree preferred.
• Minimum of 10 years of progressive marketing leadership experience, ideally within financial services or a similarly regulated industry, with significant experience in digital, growth, or consumer-focused marketing including experience overseeing social media strategy.
• Exceptional leadership, communication, and interpersonal skills, with the ability to influence at all levels of the organization.
• At least five years of experience managing and developing high-performing teams.
• Deep understanding of brand management, digital marketing, creative development, and content strategy, with an emphasis on e-marketing.
• Demonstrated success in building and executing integrated marketing strategies across digital, brand, and communications functions, including direct-to-consumer or self-directed investor audiences.
• Comfort operating in a demanding, intellectually rigorous environment where digital innovation and measurable outcomes are expected.

Benefits

• Competitive pay and discretionary bonus
• Paid time off
• Health care benefits (medical, dental & vision)
• Additional insurance includes basic life, accidental death and dismemberment, supplemental life, disability and legal benefit
• 401(k) retirement plan with matching contribution
• Spending Accounts (Health Care, Dependent Care, and Transportation)
• Wellness Programs (fitness reimbursement, Employee Assistance Program)
• Education assistance
• Hybrid work schedule
• Additional Programs include peer recognition, corporate matching gift