Director of Marketing​/Marketing Strategist

On behalf of our client - a growing independent wealth management firm based in Cornelius, NC (approximately 20 miles north of Charlotte) - we are seeking a talented marketing professional to lead and evolve the firm's marketing function. This role is open at two levels depending on the candidate: a Marketing Strategist with strong growth potential, or a Director/VP of Marketing ready to own the marketing pillar and build a team beneath them.

The right person will be a player-coach who combines strategic vision with hands‑on execution, with a particular emphasis on digital marketing and client acquisition.

This is a hybrid position (3 days in office, 2 days remote) and requires the candidate to be based in or willing to relocate to the Charlotte/Cornelius, NC area.

• Develop and execute the firm's overall marketing strategy in alignment with executive leadership objectives
• Lead digital marketing initiatives focused on lead generation, client acquisition, and business growth
• Manage website strategy, SEO, SEM, email marketing, marketing automation, and analytics
• Develop and execute social media strategy across Linked In, Facebook, Instagram, You Tube, and emerging platforms
• Oversee all external communications, messaging, copywriting, and content development
• Manage creative direction, branding standards, advertising, and promotional campaigns
• Lead video strategy and production, including promotional videos, event content, and social media assets
• Design and produce marketing collateral including brochures, presentations, and email communications
• Plan and execute conferences, client events, and corporate meetings including venue sourcing, logistics, AV coordination, vendor management, and on‑site execution
• Measure marketing effectiveness through KPIs, reporting, analytics, and ROI tracking
• Manage relationships with external agencies, designers, videographers, printers, and marketing vendors
• Collaborate cross‑departmentally and serve as a player‑coach within a small but growing marketing team
• Stay current on industry trends, technology, and best practices to continuously improve marketing effectiveness

• 3-5 years of progressive marketing experience with demonstrated growth in responsibility
• Proven expertise in digital marketing including lead generation, SEO/SEM, email marketing, and analytics - this is a non‑negotiable requirement
• Strong collaborative mindset with a track record of thriving in team‑oriented environments
• Player‑coach mentality - comfortable both setting strategy and rolling up your sleeves to execute
• Excellent written and verbal communication skills
• Strong project management capabilities with the ability to manage multiple initiatives simultaneously
• Socially confident and comfortable working cross‑departmentally with a variety of stakeholders
• Ability to work on a hybrid schedule in the Lake Norman/Charlotte, NC area

• Experience in financial services, independent RIA, wealth management, TAMP, or insurance - though outside industry experience is genuinely valued
• Prior experience leading or building a marketing department or team
• Video production and creative direction experience
• Proficiency with Adobe Creative Cloud (InDesign, Photoshop, Illustrator, Premiere Pro, After Effects)
• Experience with Canva, Word Press or comparable CMS, Google Analytics, social media management platforms, and Microsoft Office
• Event planning and execution experience
• Experience managing external agencies and vendors
  
  Willingness to relocate to the Charlotte/Lake Norman/Cornelius, NC area
• Base salary: $70,000 - $100,000 depending on experience and level
• Performance bonus: up to approximately 8% of base salary annually, tied to company AUM growth targets paid…