Vice President of Sales & Marketing

Job Description

Job Description

Centura Wealth Advisory (CWA) is seeking a dynamic Vice President of Sales & Marketing to lead and integrate our Business Development and Marketing functions. This senior leadership role will be responsible for driving organic growth through strategic partnerships, cultivating Centura’s professional network, enhancing market visibility, and overseeing client acquisition initiatives.

As a member of the leadership team, the Vice President of Sales & Marketing will oversee a team of business development and marketing professionals while maintaining direct involvement with key relationships and strategic initiatives. The ideal candidate is a proven leader with a track record of growing revenue in the UHNW space through Centers of Influence (COIs), thought leadership, and targeted campaigns.

Roles and Responsibilities :

Success in this role is defined by the ability to drive firmwide growth through effective leadership, disciplined process management, and accountability to results.

The ideal candidate will foster a culture of performance and collaboration, while maintaining a direct focus on

generating a steady pipeline of qualified UHNW prospects. They will be instrumental in building a repeatable, process-driven approach to lead generation, client conversion, and onboarding, ensuring that every stage of the lead-to-client journey is optimized for efficiency and client experience.

Key Responsibilities :

Leadership & Strategy

• Define and execute CWA’s strategic growth plan through business development, partnerships, and marketing
• Lead, mentor, and manage business development and marketing teams, fostering a high-performance, collaborative culture
• Set annual growth targets and oversee execution of initiatives to achieve firmwide business
• development goals
• Integrate business development and marketing efforts to ensure brand consistency, market positioning,
• and pipeline growth

Lead-to-Client Journey Optimization & Accountability

Marketing & Thought Leadership

Sales & Pipeline Management :

Required Qualifications :

Experience

Centura Perks :

Centura Wealth Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives.

Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth.

We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients.

At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. Base :