Marketing Brand & Growth Lead

About Summit Financial Group

Summit Financial Group is an established financial planning and wealth management firm built on long-term relationships and shared success. Our culture is grounded in three core values: be hungry, care about people, and do it right. These values guide how we serve clients, support one another, and grow as a firm.

What You’ll Do

At Summit Financial Group, we are focused on building a marketing function that is strategic, consistent, and deeply connected to advisor growth and client experience. The Brand & Growth Lead plays a central role in bringing Summit’s brand to life. This role is responsible for shaping how we communicate, how we show up in the market, and how marketing supports growth across the firm. You will lead the development of messaging, content, campaigns, and experiences that are clear, polished, and aligned with our brand. You will work closely with the Marketing Operations Lead to ensure ideas are effectively executed and delivered with consistency. This is an ideal opportunity for someone who is creative, thoughtful, and energized by turning ideas into high-quality marketing that supports advisors and strengthens client engagement.

Key Responsibilities

Brand Content & Messaging

• Support the development and consistency of Summit’s brand voice, messaging, and visual identity
• Create and refine content across email, social media, presentations, website, and advisor communications
• Translate Summit’s story and advisor value into clear and compelling messaging
• Ensure all marketing materials are polished and aligned with firm standards and keep updated.

Campaigns & Growth Initiatives

• Support planning and execution of campaigns tied to advisor growth/client engagement
• Build messaging, timelines, and content library
• Repurpose content across channels to maximize impact
• Support advisor-facing growth tools and resources
• Identify opportunities to make marketing more proactive

Events & Experiences

• Partner on client events, webinars, and firm initiatives
• Own creative and brand elements of events
• Ensure events are polished and aligned with the Summit brand
• Support promotion across channels
• Assist with post-event follow-up

Digital, Website & Social Media

• Support website updates and campaign content
• Manage or support social media planning and execution
• Help strengthen Summit’s digital presence
• Coordinate with internal teams and vendors

Advisor & Team Support

• Support advisors with marketing materials
• Translate ideas into client-ready deliverables
• Communicate clearly on timelines and revisions
• Partner with Marketing Operations on prioritization

What We’re Looking For

• Strong writing and content development skills
• Creative and brand-aware mindset
• Ability to turn ideas into execution
• Strong attention to detail
• Clear communication style
• Ability to manage multiple priorities
• Team-oriented approach

Preferred Experience

• Brand, content, or digital marketing experience
• Experience with marketing tools or CRM systems
• Experience creating campaigns and materials
• Financial services experience helpful but not required

Benefits

• Competitive base salary with performance-based bonus opportunities
• 100% employer-paid medical premiums for employees (PPO & Kaiser options)
• $2,500 annual employer HSA contribution
• 401(k) with company match plus discretionary profit sharing
• Generous PTO program that scales with tenure (up to 26 days annually)
• Tuition & professional designation reimbursement
• Dependent care reimbursement (up to $5,000/year)
• Company-paid life, AD&D, and long-term disability coverage
• Employee Assistance Program for employees and immediate family
• Estate planning reimbursement
• Charitable giving match program
• Employee referral bonuses

Securities offered through Raymond James Financial Services, Inc., member FINRA /SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Summit Financial Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. 2633 Camino Ramon, Suite 200, San Ramon, CA 94583.