Director of Marketing

Lead the brand and growth story of one of New England's fastest-growing independent wealth management firms.

Moneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. We combine a collaborative, people-first culture with sophisticated planning capabilities and a relentless focus on growth - and we're looking for a marketing leader who can help tell that story, and help us write the next chapter.

The Director of Marketing is a full-time, salaried senior leadership role with competitive benefits and performance-based bonus potential. Reporting to the CEO, this position owns the firm's brand, marketing strategy, and communications - while serving as a key partner to our advisors, our Director of Growth, and our executive team. The ideal candidate is equally comfortable thinking big-picture and rolling up their sleeves to execute.

What You'll Do

You'll shape how Moneco shows up in the world - across digital channels, advisor relationships, M&A activity, and the communities we serve. Your work will span four key areas:

Brand & Marketing Strategy

• Own brand consistency and voice across all platforms, materials, and communications.
• Lead campaigns, sponsorships, events, and thought leadership that build awareness and deepen client engagement.
• Monitor market trends and competitor activity to sharpen our positioning and inform strategic decisions.

Business Development & M&A Support

• Partner with the Director of Growth to support M&A pipeline activity - developing materials, messaging, and positioning that help prospective teams understand what joining Moneco means.
• Create advisor-facing marketing tools that enhance business development effectiveness and client acquisition.
• Coordinate events and relationship-building opportunities with measurable ROI.

Marketing Operations & Technology

• Oversee and optimize CRM and marketing platforms including HubSpot and WordPress.
• Drive automation and segmentation strategies for client and prospect communications.
• Track KPIs and campaign performance to continuously improve marketing effectiveness.
• Lead, mentor, and develop the Marketing Coordinator, supporting their growth and managing workflow priorities.
• Ensure all marketing content meets regulatory and internal compliance requirements, including coordination of the firm's content approval process.
• Manage external vendor relationships and marketing budget with a focus on ROI.

What We're Looking For

• 7+ years of progressive marketing experience, preferably in financial services, wealth management, or professional services.
• Proven ability to lead both strategy and execution across brand, digital, and business development marketing.
• Experience in a compliance-driven environment, with an understanding of FINRA/SEC marketing requirements.
• Proficiency with HubSpot, WordPress, and related marketing and CRM platforms.
• Strong communicator and collaborator - able to work effectively across advisors, operations, and leadership.
• A strategic thinker who can also execute - comfortable moving between big-picture and day-to-day.
• Based in or willing to work regularly from one of Moneco's offices, with regular presence in Fairfield, CT.

Why Join Moneco Advisors?

This is a rare opportunity to own the marketing function at a firm that is genuinely growing - through acquisitions, breakaway advisors, and an expanding client base across New England. You'll have a direct line to the CEO, a seat at the strategic table, and the scope to build something meaningful. If you're a marketing leader who wants real ownership and real impact, we'd love to hear from you.