Senior Marketing Manager Wealth Management

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 :

Advisor enablement :

Thought Leadership & Content Studio :

Client Experience & Events :

M&A and Growth Initiatives :

Data, Insights & Reporting :

Compliance Partnership :

EXPERIENCE / CREDENTIALS

COMPETENCIES