Marketing Manager

POSITION OVERVIEW

We are a growing, high-touch wealth and financial advisory firm serving clients across Nevada and Glenwood Springs, Colorado. Our business is built on trust, long-term relationships, and results. As we continue to grow, we are investing in stronger marketing leadership to elevate our brand, deepen community engagement, and support firmwide growth initiatives.

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The Marketing Manager owns the firm’s marketing strategy and execution across digital, content, email, events, and community engagement. This role translates business goals into integrated marketing programs and is accountable for measurable outcomes in a compliance-conscious environment.

• Develop and manage annual and quarterly marketing plans aligned with growth goals
• Own execution of email, digital, content, and event marketing campaigns
• Manage CRM and marketing platforms including segmentation, database hygiene, and reporting
• Oversee content creation and brand consistency
• Plan and execute client and community events- digital and offline
• Manage external vendors and partners
• Ensure regulatory and brand compliance
• Deliver monthly performance reporting and optimization insights

• Own marketing strategy and execution
• Manage integrated campaigns and channels
• Track performance and optimize results
• Oversee content and brand standards
• Coordinate events and community initiatives
• Manage vendors and ensure compliance
• Report insights to leadership

• Minimum 5 years of hands-on marketing experience
• Experience in professional or financial services preferred
• Strong writing, project management, and analytical skills
• Experience with CRM (Zoho preferred), marketing automation, and analytics tools

• Ability to manage multiple initiatives, analyze data, communicate effectively, and work in a dynamic environment.