Marketing Director

Who We are : Center Street Capital Advisors (CSCA) is an independent wealth management practice dedicated to helping individuals, families, and business owners navigate life's financial opportunities and challenges through personalized planning, investment management, and trusted advice.

Affiliated with Wells Fargo Advisors Financial Network (FiNet), we combine the entrepreneurial culture of an independent practice with the resources, technology, and capabilities of a leading wealth management platform.

As we accelerate our growth, we are investing in initiatives that expand our brand, deepen client relationships, generate new business opportunities, and attract exceptional financial advisors. Our mission is to deliver an outstanding client experience while fostering a culture of collaboration, accountability, and long-term growth.

Position Overview:

We are seeking an experienced, creative and commercially minded Marketing Director to build and develop a marketing program that strengthens our brand, attracts ideal clients and prospective advisor recruits, deepens relationship and contributes to measurable results.

This is a leadership role for someone who understands that effective wealth management marketing requires more than visibility. It requires earning trust, communicating differentiated values, and positioning our practice as a compelling destination for both HNW and UHNW families seeking sophisticated solutions and talented advisors looking to growth their practice.

This is a hands-on role for an accomplished marketer who is equally comfortable developing strategy and doing the work required to bring that strategy to life. The Marketing Director will personally develop content, execute campaigns, manage digital channels, strengthen our brand, support lead-generation efforts, coordinate events and work directly with our financial advisors to build their individual professional brands. This individual will work closely with our leadership team and financial advisors but will serve as the day-to-day owner and primary driver of marketing for our practice.

Key Responsibilities

Brand & Positioning:

• Lead practicewide marketing strategy, brand positioning and integrated planning.
• Develop differentiated messaging for each of our channel segments
• Establish consistent brand experience across digital, client communications, events and advisor materials.

Advisor Acquisition & Growth:

• Partner with leadership and recruiting teams to develop marketing strategies that attract and engage prospective financial advisors.
• Create compelling recruitment messaging, campaigns and materials that convey our differentiated value proposition, culture and growth opportunities.
• Support recruiting efforts through digital marketing, targeted outreach, events, and advisor transition communications.
• Develop scalable marketing programs, tools and resources that help advisors strengthen their personal brands, attract new clients and grow their books.
• Provide marketing consultation, training and best-practice guidance to our advisors across digital, social media, content marketing and client engagement.
• Drive adoption and effective use of our approved marketing platforms, campaigns and resources.

Client Acquisition & Growth:

• Develop integrated campaigns that generate qualified leads.
• Optimize website performance, SEO, AEO, digital advertising, and conversion pathways.
• Build referral and center-of-influence marketing programs with advisors.
• Support segmented client communications and key client lifecycle touchpoints.
• Lead content, email, educational and event strategies that strengthen relationships and encourage referrals.
• Track prospects through the acquisition journey.

Marketing Operations & Leadership:

• Manage marketing technology, CRM integration, agency relationships and budget.
• Establish a measurable framework for lead generation, conversion, engagement and marketing ROI.
• Partner with compliance and supervision to ensure appropriate review and adherence to regulatory requirements.

Qualifications:

• 7+ years of progressive marketing experience, preferably within wealth management, financial services or a sophisticated professional-services environment.
• We also welcome candidates with experience marketing to high net worth and ultra-high net worth audiences in sectors such as luxury goods and services, philanthropy, or other relationship driven industries. Candidates must demonstrate the ability to adapt their marketing expertise to a highly regulated environment.
• Demonstrated success building brands and delivering measurable business growth.
• Experience working directly with senior professionals to translate their expertise into compelling marketing.
• Proven experience overseeing digital acquisition, marketing automation, content strategy and analytics.
• Experience managing external agencies, freelancers and vendors.
• Strong project-management skills and ability to independently manage multiple initiatives.
• Excellent judgment, attention to detail and interpersonal skills.
• Bachelor's degree in marketing, communications, business or related field preferred.

The Person We're Looking For:

This is not a role for someone who simply develops the marketing plan and hands execution to someone else. We are looking for someone who enjoys doing the work. Within the first year, you will establish a clear marketing strategy, strengthen our market differentiation, establish and grow digital acquisition performance, implement meaningful reporting and demonstrate measurable progress towards our growth goals.

You may spend one part of your day helping an advisor articulate their personal brand, another writing copy for a new webpage, another developing a prospect campaign and another reviewing performance data to determine what's working.

Reporting relationship : Directly to the CEO

Primary Location: Chatham, NJ. 

Compensation: Base Salary Range: $135,000 - $160,000

Our Benefits: Medical, dental, vision, 401(k), paid time off, and other company-sponsored benefits.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. [Practice Name] is a separate entity from WFAFN.