Marketing Director - Wealth Management
Kforce
Kforce has a client in Salt Lake City, UT that is seeking a Marketing Director who will drive the strategic vision and execution of marketing initiatives tailored to high-net-worth individuals, families, and business owners with $1M+ in assets. The Marketing Director must have held a senior-level marketing role focused on investment services, financial planning, trust, estate planning, and related offerings.
Responsibilities:
* Strategic Marketing Leadership: Own and develop comprehensive marketing strategies that position our client as a trusted provider for wealth management services
* Customer Segmentation & Messaging: Drive targeted campaigns to engage and retain affluent clients using tailored messaging, positioning, and value propositions
* Campaign Development & Execution: Design and deliver multi-channel marketing campaigns including digital, print, events, and partnerships, using platforms such as Adobe
* Client Engagement: Build programs that deepen client relationships and foster loyalty among high-net-worth audiences
* Market & Competitive Research: Stay ahead of market trends, competitive offerings, and client expectations within the affluent and ultra-affluent space
* Brand Stewardship: Ensure cohesive brand messaging across all touchpoints, aligning with the sophistication and expectations of wealth management clientele
* Cross-Functional Collaboration: Partner with executive stakeholders in wealth management and retail banking to align marketing efforts with strategic business goals
* Team Development: Build and mentor a marketing team beneath this role, cultivating innovation, performance, and accountability
* Analytics & Reporting: Track performance of marketing initiatives, optimize based on data, and present actionable insights to leadership
* Budget Oversight: Manage and allocate marketing budgets effectively, with an eye on ROI and strategic priorities
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