Director Marketing

Lead With Purpose. Partner With Impact.

Primary role is manage all aspects of marketing including, digital, email, public relations, and set up events from conception through to completion. Committed to providing outstanding customer service and organizing unique, memorable events that are of the highest quality. Objective of the role is to portray your passion for hospitality, detail oriented in all execution, and highly energized to run more events!

What You'll Do:

• Ensuring all deadlines for events are being met ie. Invitations, social media posting, email blasts, booking a securing venue
• Build HubSpot forms, design, and execute e-blast invitations for client events
• Serve as lead contact on site including problem solving, communicating with staff, vendors and customers and anticipating and planning for different scenarios that could arise
• Ensure all necessary equipment, technology, supplies, decor and promotional materials are transported to the facility and set up on time
• Welcome and register all guests
• Liaise with event sponsors and clients to accurately identify their needs and ensure customer satisfaction during the event.
• Book appointments at public seminars, including possessing a strong working knowledge of the company to further these sales opportunities
• Provide presentation feedback to Advisors
• Break down and clean event space at event conclusion and ensure all supplies, technology, decor and equipment are transported back to company headquarters and neatly stored for future events.
• Manage all aspects of the guest RSVP process, including responding to and tracking all event RSVPs.
• Commitment to innovation; eagerness to share ideas on how to improve services provided and event quality.
• Commitment to compliance with insurance, legal, health and safety obligations at all times as it pertains to both events and marketing
• Desire for continued improvement, exemplified by conducting pre- and postevent evaluations and reporting on outcomes.
• Keep an inventory of all supplies, technology and equipment for each event.
• Obtain/create content for event presentations
• Adhere to event budget and track after event completion
• Update event guest monthly to assist with ROI reporting
• Monitor event opportunities in CRM to make sure there is follow up
• Manage and plan event calendar year to year
• Research new venues and provide new ideas for events
• Communicate all event needs with SHP staff

What You Bring:

• Bachelor's degree in Finance, Business, or related field preferred
• 2+ years of experience in financial services or wealth management
• Experience with financial planning tools such as eMoney strongly preferred
• Familiarity with retirement account types (Traditional, Roth, SEP, SIMPLE IRAs) required
• Experience reviewing tax returns and applying insights to financial planning is a plus
• Strong client service and communication skills
• High attention to detail and accuracy in both operational and analytical work
• Ability to balance client interaction with transactional and analytical responsibilities
• Strong problem-solving and critical thinking abilities
• Proficiency with Salesforce CRM system, Black diamond portfolio management, and Microsoft Office
• Ability to manage competing priorities in a fast-paced, deadline-driven environment
• Active Series 65 required
• CFP certification or actively pursuing CFP designation preferred
• CPA designation a plus

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Kestra Values: Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One Team.

Explore Life at Kestra

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.