Vice President of Sales & Marketing

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

• Design, implement, and continually refine the firm’s lead-to-client journey to ensure a seamless experience from initial contact through onboarding.
• Establish clear processes for lead capture, qualification, engagement, and conversion, leveraging CRM tools and marketing automation.
• Monitor and enforce adherence to business development workflows, pipeline stages, and client handoff protocols.
• Hold team members accountable to established processes, KPIs, and activity expectations to maximize conversion rates and client experience.
• Partner with internal stakeholders to ensure alignment between business development, marketing, and advisory teams.
  
  

Marketing & Thought Leadership

• Oversee development and execution of integrated marketing plans, campaigns, and thought leadership initiatives
• Direct marketing efforts to position Centura as a leading advisor in the UHNW wealth management space
• Manage marketing calendar, COI events, and educational forums to enhance brand presence and referral engagement
  
  

Sales & Pipeline Management

• Develop pipeline strategy and manage business development activity through Salesforce CRM
• Monitor metrics, conversion rates, and reporting to ensure consistent progress toward growth goals
• Support client onboarding in partnership with advisory teams to ensure seamless relationship
• integration
  
  

Experience

Required Qualifications:

• 10 years of business development leadership, preferably in UHNW wealth management or related professional services
• Demonstrated success managing business development and marketing teams with a proven ability to drive revenue growth
• Prior experience designing and optimizing lead-to-client workflows and ensuring team accountability to processes
• Strong operational discipline with a track record of pipeline management and process execution
• Track record of sourcing and converting UHNW client opportunities through professional partnerships
• Deep knowledge of advanced wealth planning strategies and HNW/UHNW client needs
• Prior experience leading integrated marketing and business development functions
• Bachelor's degree required (Finance, Business, or related field); advanced certifications such as CFP®,
• CPA, CFA, or JD preferred
• High EQ with excellent interpersonal, presentation, and communication skills
• Proficiency with Salesforce and Microsoft Office; CRM adoption leadership experience required
  
  

Centura Perks

• Opportunity to contribute to a dynamic, fast-paced business and rapidly growing UHNW team
• Generous Paid Time Off
• Full medical, dental, vision benefits, & 401k match
• Collaborative, team-oriented environment rooted in core values
• Centura Spirit Week twice a year = tons of fun, team building, and CWA Spirit! (Think pajama day, beach day, costume contest day, mini-golf, company parties and more!)
• Monthly firm-wide coaching sessions to develop professionally, personally, and collectively as a team.
  
  

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.