Marketing Manager | Wealth Management

Thread line Wealth is an independent SEC-registered investment adviser serving high-net-worth individuals, families, and business owners. We combine sophisticated wealth management and investment solutions with a highly personalized client experience.

We are a modern independent firm focused on long-term growth, operational excellence, and thoughtful collaboration across advisory, investment, operations, and client service teams.

The Marketing Manager is a hands‑on role responsible for owning and executing the firm’s day‑to‑day marketing operations across campaigns, content distribution, CRM management, events, collateral development, website coordination, and digital marketing initiatives in a regulated RIA environment.

This individual will serve as the firm’s primary in‑house marketing lead and will work closely with leadership, advisors, operations, compliance, and external vendors to drive organized, scalable, and consistent marketing execution.

The role is execution‑heavy and operationally focused, particularly in the near term, with opportunity for broader involvement in campaign planning, growth initiatives, and marketing strategy over time. This role is expected to help build a more organized, scalable, and proactive marketing function as the firm continues to grow.

This position is based in Bellevue, Washington. We anticipate a hybrid work arrangement, with regular in‑office collaboration expected approximately 1–3 days per week. Remote work flexibility is supported, along with occasional travel to support client events, team meetings, and visits to other firm locations across the West Coast. This position is classified as exempt under applicable wage and hour laws.

• Own day‑to‑day execution and operational management of the firm’s marketing initiatives and workflows.
• Maintain consistent implementation of brand standards across marketing materials and communications.
• Develop, update, and organize marketing collateral, presentations, event materials, and client‑facing content.
• Maintain organized marketing archives and version control processes consistent with compliance requirements.

• Execute marketing campaigns across email, website, social media, and other approved channels.
• Coordinate content calendars, campaign timelines, approvals, and distribution schedules.
• Partner with leadership and advisors to develop timely, compliant, and client‑friendly communications.

• Own marketing list management, segmentation, CRM hygiene, and campaign tracking processes.
• Maintain and improve marketing workflows and automation efforts.
• Prepare basic marketing reporting and campaign performance tracking.

• Lead execution of client and prospect events, including invitations, logistics, vendor coordination, technology setup, and follow‑up communications.
• Coordinate website updates, landing pages, and basic digital marketing efforts.
• Monitor website and campaign performance metrics and identify opportunities for improvement.

• 4–7 years of marketing experience, preferably in wealth management, financial services, professional services, or another regulated environment.
• Experience independently managing marketing execution across multiple channels and initiatives.
• Hands‑on experience with CRM systems, email marketing platforms, website content management, and marketing operations workflows.
• Strong organizational, project management, writing, and communication skills.
• Comfortable managing multiple priorities in a fast‑paced and evolving environment.
• Bachelor’s degree in Marketing, Communications, Business, Finance, or related field preferred.

• Experience supporting marketing operations, campaign execution, and advisor‑facing marketing initiatives
• Familiarity with CRM systems, marketing automation tools, email marketing, and content distribution
• Experience supporting marketing collateral, presentations, website updates, and digital content management
• Strong writing, editing, organizational, and project management skills
• Ability to coordinate client…