Director of Marketing - Wealth Management

A top local wealth management firm is seeking an exceptional candidate to drive and implement the firm marketing strategy and provide an unforgettable experience for the client base.

Role Overview

The LWG Marketing Director is a leadership role responsible for building, executing, and optimizing the firm’s marketing engine to consistently deliver qualified leads at an efficient cost, convert those leads into First Appointment sale marketing performance through strong leadership, accountability, and data-driven decision-making.

This role owns marketing strategy, execution, people leadership, vendor management, budget oversight, and KPI performance. Success is measured by results, not activity. Previous financial/wealth management industry experience is required.

Key Outcomes & Core KPIs

The Marketing Director is directly accountable for:

1. Total Number of Qualified Leads

2. Cost per Qualified Lead

3. Percentage and Number of Leads Converting to First Appointments Held

These KPIs form the foundation of performance reviews, bonus eligibility, and long-term growth within the organization.

Primary Responsibilities

Lead, Manage & Accountability (LMA)

Lead the marketing department with clear expectations, accountability, and performance standards

Establish and maintain KPI scorecards, dashboards, and weekly/monthly reporting rhythms

Hold regular team meetings focused on performance, priorities, and problem-solving

Foster a culture of ownership, continuous improvement, and results

Marketing Strategy & Campaign Planning

Develop and execute comprehensive marketing strategies aligned with firm growth goals

Plan, launch, and optimize multi-channel marketing campaigns (digital, referral, events, content, paid media, etc.)- implemented by Digital Marketing Specialist

Ensure consistent brand messaging aligned with the firm’s value proposition and ideal client profile

Lead Generation & Optimization

Own the end-to-end lead generation process, from traffic to qualified lead

Continuously test, measure, and optimize campaigns to improve lead quality and cost efficiency

Partner with sales/advisory leadership to refine qualification standards and handoff processes

Appointment Setting Oversight

Oversee appointment setting processes and performance

Ensure leads are contacted promptly, professionally, and consistently

Monitor conversion rates from lead → appointment → Confidence Conversation

KPI, ROI & Performance Reporting

Track and analyze marketing performance using clear KPIs and ROI metrics

Produce regular reports and insights for leadership

Use data to drive decisions, reallocate budget, and optimize campaigns

Budget & Vendor Management

Own and manage the annual marketing budget

Allocate spend to maximize ROI and KPI performance

Manage external vendors, agencies, and platforms; negotiate contracts and ensure accountability

Team Leadership, HR & Development

Hire, onboard, train, and develop marketing team members

Set roles, responsibilities, and performance standards

Conduct regular performance reviews and coaching

Develop team capabilities through training and professional development

Team Bonus & Incentive Management

Design, manage, and administer marketing team bonus structures tied to KPIs

Ensure incentives align with firm goals and performance outcomes

Qualifications & Experience

Wealth Management or Financial industry experience

7 years of marketing experience, with at least 3 years in a leadership role

Proven success driving qualified lead generation at scale

Strong understanding of KPI-driven marketing and ROI analysis

Experience managing marketing budgets, vendors, and cross-functional teams

Preferred experience in financial services, wealth management, or professional services (RIA experience a plus)

Exceptional leadership, communication, and analytical skills

What Success Looks Like in This Role

Consistent growth in qualified leads at or below target cost

Increased conversion from lead to First Appointments held

High-performing, accountable marketing team

Clear visibility into marketing performance through scorecards and reporting

Marketing viewed as a predictable, scalable growth engine for the firm

Job Type: Full-time

Pay: $80,000.00 - $135,000.00 per year

Application Question(s):

• When have you worked in a Finance or Wealth Management industry?

Experience:

• Digital, Field, and Events Marketing: 7 years (Required)
• Leadership: 3 years (Preferred)

Ability to Commute:

• Winter Garden, FL 34787 (Required)

Work Location: In person

Benefits:

Salary : $80,000 - $135,000