Managing Director of Marketing

Job Description

Job Description

Retirement Planners of America (RPOA) is a Dallas–Fort Worth-based retirement planning firm specializing in the mass affluent, who are 50+ and retired or retiring soon. We help clients protect the retirement they have earned through our Invest and Protect Strategy, anchored by Ken Moraif and the nationally recognized Money Matters platform.

RPOA has built a strong and trusted brand presence in the Dallas market over many years, historically driven by a highly successful radio show that established deep recognition and credibility with our audience. As media consumption evolves, we have intentionally transitioned that legacy platform into podcasting and modern digital channels, while remaining committed to maintaining and strengthening our brand leadership across Dallas and beyond. Our content reaches a large, engaged audience across podcast, YouTube, email, broadcast, and live events, and we are entering a deliberate phase of growth, modernization, and channel expansion as we look to scale toward $10B in assets under care.

We are rebuilding our marketing organization to match the strength of our brand, content, and client relationships. This is a hands-on, builder's environment, not a corporate marketing department. The team is lean by design, the work is meaningful, and the impact on the business is immediate, direct, and measurable.

Job Description:

The Managing Director of Marketing is the strategic and operational leader of RPOA’s marketing organization. This role owns the marketing strategy, budget, team leadership, and performance outcomes, with success ultimately measured through profitable client growth, brand strength, and assets under care.

We are intentionally seeking a hands-on Managing Director, not a traditional executive who manages agencies and teams from a distance. The right person is both strategic and execution-oriented — someone who can build, lead, prioritize, and operationalize. This individual must be comfortable owning KPIs and business outcomes, presenting to executive leadership and ownership, and earning the trust of an established team while helping shape the organization for its next phase of growth.

The Managing Director of Marketing will inherit a highly recognized brand, a deep content platform, strong market credibility in Dallas, and a clear strategic direction. The mandate is to translate that foundation into disciplined execution: strengthen and modernize the brand, expand owned channels, improve demand generation performance, build a scalable marketing operating model, and establish stronger measurement, reporting, and accountability across the function.

This role requires a builder’s mindset. The ideal candidate is equally comfortable thinking strategically and rolling up their sleeves to solve problems, create clarity, improve processes, and move initiatives from concept to execution in a fast-moving, founder-led environment.

Job Responsibilities:

Key Responsibilities:

• Lead the rollout of RPOA’s refreshed brand expression across all major client and prospect touchpoints, including email, social media, seminars, digital platforms, and broader marketing communications.
• Build and operationalize a unified, mobile-first content distribution engine spanning YouTube, email, Facebook, Instagram, podcast, and traditional broadcast test markets, designed to strengthen brand consistency, audience engagement, and lead generation.
• Own and evolve the Money Matters platform ecosystem, including:
  • Money Matters Live (seminars and live client/prospect events)
  • Money Matters University (advisor and COI education)
  • Money Matters Podcast (consumer education and foundational retirement content)
• Recruit, onboard, and lead key marketing talent, beginning with the Content & Social Manager, while helping shape the broader future-state marketing organization.
• Design, implement, and manage a marketing measurement and reporting framework built around RPOA’s core business KPIs.
• Establish a disciplined reporting cadence and use data to drive decision-making, optimization, and resource allocation.
• Develop a clear recommendation and support business case regarding RPOA’s lead acquisition strategy, including vendor performance assessment and contract renewal decisions heading into 2027.
• Deliver measurable growth in owned-channel audience development, lead generation, and funnel performance, with meaningful improvements across the client acquisition journey from first engagement through funded client.
• Help modernize and scale RPOA’s marketing operating model, improving channel integration, execution discipline, accountability, and cross-functional alignment between marketing, sales, and advisory teams.

Day-to-Day Responsibilities: 

• Set and own the marketing strategy across brand, demand generation, content, social, events, PR, and measurement
• Manage the marketing budget (currently $4.3M) and the optimization of discretionary dollars to highest-ROI channels
• Lead the marketing team — currently nine people, plus two priority new hires you will help recruit
• Hold external partners accountable to outcomes, not activity: PR firm, media planning and buying agency, brand design partner, and external video production
• Partner with ownership on growth strategy, pipeline health, and channel investment decisions
• Present marketing performance and strategy to Ken Moraif, Aspen Moraif, and the broader leadership team on a regular cadence
• Partner closely with the Advisory Services department (Retirement Planners) to align marketing and sales on the value story, follow-up sequences, and conversion of P1A appointments through to funded clients
• Own the marketing technology stack and ensure the CRM, lead-source tracking, and reporting infrastructure produces reliable, decision-grade data

Job Qualifications:

• Has led marketing professional services organization, and understands the regulated environment and trust-based selling cycle like that at a financial services firm, RIA, and wealth management firm
• Has built owned-channel growth from the ground up
• Has managed external agency and vendor relationships and held them accountable to measurable outcomes
• Has rebuilt or restructured a marketing team before, with a proven ability to earn trust quickly with existing team members
• Modern and digital first, but channel-agnostic. Understands how the 50+ demographic actually consumes media across email, YouTube, social, and broadcast
• Comfortable presenting to a CEO, founder, and board; brings command and clarity, not just confidence
• Strong analytical orientation with a track record of using data, attribution, and funnel metrics to drive effective marketing decisions
• Hands-on. Will roll up sleeves and produce work as needed to support his team, not just direct it

Education:

• Bachelor's degree from an accredited 4-year university required

Experience & Skills:

• Candidates whose background is exclusively large agency or large brand — typically too far from the work and accustomed to budgets and teams we do not have
• An instinct to outsource everything. We are building internal capability, not perpetual agency dependency
• Exclusively B2B SaaS or e-commerce backgrounds — the retirement planning client journey is fundamentally different
• A track record of rebrands or visual refreshes without measurable growth attached to them
• Anyone who needs a large team to be effective. The team will grow around results, not around promises or ever-increasing budgets
• Applicants must be authorized to work in the United States without sponsorship

Success in Year One:

• Refreshed brand expression launched across all priority touchpoints
• Funnel KPIs live, reliable, and informing weekly and monthly decisions
• Demand Generation Manager and Content & Social Manager hired, onboarded, and producing
• Measurable growth in owned-channel lead volume and quality
• Major vendor contract renewal strategy recommendation ready and supported by data
• Clear improvement in the P1S-to-Client-Funded conversion rate