Marketing Manager

Senior Marketing Manager

Location: Fully Remote (Latin America - U.S. Eastern Time Alignment Required)

Employment Type: Full-Time (Monday – Friday)

Target Compensation: $3,500 – $4,500 USD

Our client is a fee-only, fiduciary wealth management firm dedicated to serving high-net-worth families with comprehensive financial planning and sophisticated investment solutions across traditional and alternative asset classes.

As a close-knit, growth-oriented firm managing relationships for approximately 180 client families, we pride ourselves on high-touch advice and an exceptional client experience. As we enter our next stage of growth, marketing will serve as a core engine to strengthen our brand, deepen engagement with existing clients, expand our visibility, and build relationships with prospective high-net-worth families.

Role Overview

We are seeking a proactive, hands-on Senior Marketing Manager to serve as the execution powerhouse behind our marketing engine.

In this role, you will inherit an established marketing strategy and collaborate directly with senior leadership to bring it to life across every digital and offline channel. This is not a high-level delegator role—we are looking for a true marketing generalist who thrives on taking initiatives from initial concept through execution, compliance review, and publication.

The ideal candidate is highly organized, an exceptional writer, self-directed, and comfortable operating within a structured, regulated environment.

Key Responsibilities

1. Digital Presence, SEO & AI Search (AEO)

• Website Management: Maintain, continuously improve, and update website content, landing pages, and user experience.
• Organic Search Strategy: Develop and execute SEO strategies aimed at increasing organic traffic from high-net-worth audiences.
• Emerging Tech & AEO: Optimize digital assets for Answer Engine Optimization (AEO) and AI-driven search tools (e.g., ChatGPT, Perplexity, Gemini).
• Performance Tracking: Monitor web analytics and organic search metrics to identify continuous optimization opportunities.

2. Content Creation & Thought Leadership

• Multi-Channel Publishing: Draft, edit, and publish blogs, articles, and LinkedIn content tailored to an affluent, sophisticated audience.
• Brand Voice: Maintain a consistent, authoritative, and engaging brand voice across all public-facing assets.
• Video & Multimedia: Plan, coordinate, and edit video content in partnership with external designers and videographers.
• Content Repurposing: Maximize long-form thought leadership by repurposing content into social snippets, newsletter highlights, and collateral.

3. Email Marketing & Client Communications

• Email Campaigns: Own email marketing strategy and execution from planning through distribution.
• Newsletters: Produce and distribute a high-quality monthly digital newsletter and quarterly client newsletter.
• Performance Analytics: Track open rates, click-through rates, and engagement metrics to iteratively optimize messaging.

4. Webinars & Client Events

• Virtual Events: Plan, produce, promote, and execute the firm's ongoing client webinar series, including post-event follow-up.
• In-Person Client Events: Support senior leadership in planning client appreciation events, managing logistics, vendors, and promotional materials.

5. Prospect & Referral Collateral

• Sales Support: Create and maintain polished one-pagers, presentation decks, and referral partner collateral.
• Messaging Alignment: Work closely with advisors to ensure sales enablement materials accurately reflect the firm's capabilities and fiduciary positioning.

6. PR, Brand Visibility & Recognition

• Media & Outreach: Support PR initiatives, media pitches, and executive speaking opportunity logistics.
• Industry Awards: Identify, organize, and submit entries for relevant wealth management and business awards.

7. Marketing Operations & Compliance Management

• Calendar Ownership: Own and maintain the master marketing calendar to ensure consistent execution and clear deadlines.
• Compliance Navigation: Manage the marketing compliance review process for all public-facing assets, ensuring strict adherence to U.S. financial services regulations without stalling momentum.
• Vendor Management: Coordinate third-party creative agencies, designers, and software vendors effectively.

Required Qualifications

• Experience: 7+ years of professional marketing experience as a hands-on generalist (personally executing tasks rather than managing external agencies to execute them).
• Communication Skills: Excellent written and spoken English proficiency, with strong copywriting, editing, and proofreading capabilities tailored to executive/affluent audiences.
• Technical Proficiency: Working fluency with modern marketing technology stacks:
• Website CMS platforms (e.g., WordPress, Webflow, HubSpot)
• Email platforms (e.g., Mailchimp, ActiveCampaign, HubSpot)
• SEO & Analytics tools (e.g., Google Analytics, Ahrefs, SEMrush)
• AI-powered content and research tools
• Social media management tools (LinkedIn focus)
• Project Management: Outstanding organizational skills with a proven track record of managing multiple initiatives independently.

Preferred Qualifications

• Previous experience in Wealth Management, Financial Services, Professional Services (Legal, Accounting), Healthcare, or Luxury Brands.
• Direct experience marketing to High-Net-Worth (HNW) or affluent individuals.
• Prior experience operating within a heavily regulated or compliance-driven environment.
• Familiarity with Answer Engine Optimization (AEO) and AI search dynamics.
• Multi-lingual capability (Spanish fluency is a plus).

What Success Looks Like in Year 1

• Predictable Cadence: Website, blog, email, and social publishing schedules operate predictably and on time.
• Search Expansion: Demonstrable growth in organic search traffic and early visibility across AI search platforms.
• Smooth Compliance: A seamless internal approval workflow where content passes compliance efficiently.
• High Engagement: Consistently high participation across client webinars and client appreciation events.
• Accountability: A centralized marketing operational calendar with zero missed deadlines.