Chief Marketing Officer

Description

At First Rate, we help financial institutions transform complexity into confidence through innovative Wealth Tech solutions, services, and data insights. Founded in 1991 and headquartered in Arlington, Texas, First Rate serves clients around the world while remaining privately held, entrepreneurially driven, and focused on building long-term relationships.

Our culture is guided by four core values:
Love, Give, Serve, and Enjoy. These values shape how we support one another, serve our clients, and invest in our communities. We believe meaningful work and meaningful lives go hand in hand, creating an environment where co-workers can grow professionally, make an impact, and enjoy the journey.

To retain profitable and referenceable clients through the delivery of cohesive team-based customer service experience and audited performance reporting data to Service Bureau clients that is defined by quality, accuracy and timeliness.

First Rate is seeking a strategic and collaborative marketing leader to shape and execute our enterprise marketing strategy. As Chief Marketing Officer, you'll guide our brand, strengthen market awareness, support growth initiatives, and lead a talented marketing team. Working closely with leaders across the organization, you'll help tell the First Rate story, elevate the client experience, and drive measurable business results.

This is an exciting opportunity to make a lasting impact on a growing company and industry-leading brand.

• Develop and maintain the company's enterprise marketing strategy.
• Create and communicate a long-term vision for marketing that aligns with corporate goals and growth objectives.
• Establish brand positioning, messaging architecture, and market differentiation strategies.
• Lead marketing governance efforts in support of the decentralized marketing model.
• Define enterprise marketing KPIs and measurement frameworks.
• Identify emerging market trends, opportunities, technologies, and competitive threats.
• Develop annual and multi-year marketing plans and budgets.
• Champion thought leadership initiatives that strengthen First Rate's market position.
• Create strategies that support sales enablement, lead generation, customer retention, and business development.
• Partner with Managing Directors and business leaders to align marketing activities with growth initiatives.
• Establish and maintain employer branding strategies supporting recruitment and retention efforts.
• Build cross-functional alignment among Product, Sales, Corporate Operations, Human Resources, and Corporate Marketing.
• Protect and strengthen the value of the First Rate brand and related intellectual property.
• Serve as the executive steward of corporate reputation and public market perception

• Lead, coach, and develop Corporate Marketing team members.
• Oversee campaign planning, execution, and performance analysis.
• Review and approve major marketing initiatives, collateral, messaging, and public communications.
• Oversee website strategy, SEO optimization, social media management, and digital marketing efforts.
• Manage external marketing agencies, vendors, consultants, and strategic partners.
• Develop and present marketing performance reports to executive leadership.
• Collaborate with Product, Sales, and Managing Directors regarding go-to-market initiatives.
• Oversee event strategy, trade show participation, sponsor ships, and brand activation activities.
• Ensure all marketing processes are documented and maintained within operations manuals.
• Manage annual marketing budget and resource allocation decisions.
• Ensure consistency of messaging, visual identity, and customer experience standards.
• Evaluate and implement marketing technology tools and systems that…