Director of Marketing & Events

Director of Marketing & Events

Pay: $110,000.00 - $150,000.00 base salary / annually

SCS, a leading Pacific Northwest wealth management firm, is seeking a Director of Marketing & Events to elevate our brand and client experience. This role blends strategy and creativity — leading marketing initiatives that drive client engagement, advisor growth, and community connection.

About the job

You’ll oversee brand development, digital campaigns, content strategy, and event execution across the firm. Working directly with leadership, you’ll craft campaigns that highlight SCS’s mission of helping families, business owners, and institutions thrive across generations.

Ideal candidates bring 8 years of marketing leadership in the RIA, financial, or professional-services space, with proven expertise in brand storytelling, digital marketing, and event management. Proficiency in Salesforce, HubSpot, or comparable systems preferred. Join a collaborative, growth-minded team where strategy meets purpose — and where your work directly shapes the SCS client and advisor experience.

Equal Opportunity is Real Here

SCS embraces diversity and equal opportunity as essential to the core of who we are.

We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

ESSENTIAL FUNCTIONS

Brand, Strategy & Communications:

• Develop and execute comprehensive marketing strategies that amplify the SCS brand across client, advisor, community, and professional audiences.
• Refine current branding voice and visual identity reflective of SCS’s Pacific Northwest roots and multigenerational focus.
• Oversee website and digital content, ensuring continuity through consistent narrative and compliance alignment.
• Build and manage annual marketing calendar across digital, print, events, PR, and thought leadership.
• Create marketing campaigns highlighting advisor expertise, client success stories, firm culture and core values.
• Support the development of partnerships that expand market reach and create new pathways for client acquisitions.
• Partner with compliance to ensure all marketing materials meet SEC regulations under Marketing Rule (206(4)-1).

Digital, Content & Campaign Management:

• Lead digital strategy including SEO/SEM, social media, paid media, and email marketing.
• Implement AI-enhanced content and analytics tools to identify prospect behavior and optimize engagement.
• Manage marketing platforms (Salesforce, HubSpot, Canva, Google Analytics, LinkedIn Campaign Manager) to track ROI and performance metrics.
• Develop firm-wide KPI dashboards and analyze marketing performance for leadership.
• Help manage the firm’s Financial Wellness platform.

Events & Experiential Marketing:

• Oversee planning and execution of firm and client events: from intimate family, office and professional engagements to large-scale educational and philanthropic gatherings.
• Partner with array of internal departments to deliver advisors, COI, and client experiences that deepen relationships and enhance brand equity.
• Create and manage an annual events calendar integrating client appreciation, education, talent acquisition, and community involvement.
• Ensure all events reflect SCS’s experience-refined, personal, and Pacific Northwest rooted culture.

Leadership & Collaboration:

• Develop and manage comprehensive internal and external marketing resources, including agencies, designers, and digital vendors.
• Collaborate with advisors and firm leadership to ensure brand alignment across all touchpoints.
• Establish best practices and processes that can be replicated for scalable marketing execution.
• Lead internal communications and recognition campaigns that strengthen firm culture.

KNOWLEDGE, SKILLS, AND ABILITIES

• Strong understanding of SEC regulatory framework and RIA compliance requirements.
• Experience with CRM, compliance software, and marketing platforms (e.g., Salesforce, Mail Chimp, Marketo, HubSpot, Smartria, etc.).
• Proven ability to manage complex projects, analyze data, and present clear insights into leadership.
• Excellent communication and interpersonal skills; able to influence without direct authority.
• Detail-oriented with the ability to balance day-to-day execution and long-term planning.
• Strategic builder that can design frameworks and dive into execution.
• Strong knowledge of digital growth, automation, and lead generation tools.
• Strong ability to build partnerships, launch new business channels, and collaborate on advisor recruiting campaigns.
• Analytical and outcome-driven, comfortable making data-informed decisions.

EDUCATION AND EXPERIENCE

• 7–10 years of experience in marketing leadership, ideally within an RIA, wealth management, or professional services firm.
• Proven success in brand storytelling, digital marketing, and event production.
• Deep understanding of the financial services landscape and compliance standards (SEC/FINRA).
• Experience leading both strategic and tactical marketing initiatives across channels.
• Strong command of CRM and automation systems (Salesforce, HubSpot, or equivalent).
• Excellent written and presentation skills; confident communicator with C-Suite and client audiences.
• ·Bachelor’s degree required.

WORK ENVIRONMENT/PHYSICAL DEMANDS

• Work in office Monday – Friday from 8:00am-4:30pm
• Computer Use: Analyzing data, software, and reports.
• Client Event Management: Outside office event management
• Professional Attire: Business dress code.

Job Type: Full-Time

Benefits:

• 401(k)
• 401(k) matching
• Vision & Dental Insurance
• Health Insurance
• Life Insurance
• Paid Time Off
• Employee Referral Program