Director of Marketing Operations

wealth management industry / marketing lead This Jobot Job is hosted by: Katrina McFillin Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $120,000 - $140,000 per year A bit about us: We’re a wealth management firm built around relationships and a shared purpose: helping clients navigate life and pursue their financial goals with confidence. Our culture is collaborative, supportive, and grounded in putting people first. As we grow, we’re looking for a Director of Marketing to strengthen how our advisor teams communicate and bring our brand to life. Why join us? Work closely with leadership and make a meaningful impact across the firm. Join a team that values humility, initiative, and collaboration. Help shape the marketing function, with room to improve processes and elevate the client experience. Enjoy comprehensive benefits, including health, dental, vision, 401(k), life and disability insurance, paid vacation, and holidays. Grow through continuing education and opportunities to give back to the community. Job Details You’ll connect firm priorities with day to day marketing execution partnering with advisors, guiding internal resources, and keeping communications clear, polished, and consistent. This role is about sound judgment, relationship-building, and operational leadership rather than deep technical channel expertise. What You’ll Do: Turn leadership priorities into clear marketing plans. Build workflows that reduce last-minute requests and keep projects moving. Partner with advisors and compliance on messaging, materials, and client communications. Maintain a consistent brand while allowing advisor teams to express their individual voice. Elevate client events, presentations, and key interactions. Guide the marketing coordinator and keep leadership informed on priorities, capacity, and progress Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy