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Marketing Director

2 months ago

Red Bank, United States Smallwood Wealth Management Full time

About Us

Smallwood Wealth Management has an exciting opportunity for a talented professional looking to make a dramatic impact on the success of our organization. For more than 30 years Smallwood Wealth Management has worked with business owners, corporate executives, and other high net worth clients to provide financial planning and investment management services. Our mission is to provide our clients with the confidence and clarity they need to grow and protect their wealth.


The Opportunity

We're seeking a visionary Marketing Director to revolutionize our marketing efforts and drive our firm's growth. As our Marketing Director, you will create and implement a comprehensive, data-driven marketing system based on the principles of strategic and magnetic marketing. The goal of the marketing is to attract high-quality clients to the firm, engage existing clients, and attract prospective advisors to the firm. You'll lead our promotional efforts across various channels including podcasts, Youtube, direct mailing, advertisements, webinars and more. You will develop and present a budget, utilize vendors, contractors, and freelancers with the potential of hiring direct reports.


Key Responsibilities

  • Develop, execute, and monitor a robust, multi-channel marketing strategy
  • Create and manage a marketing system that delivers consistent, measurable results
  • Oversee all marketing initiatives, including websites, podcasts, YouTube content, advertisements, direct mailings, webinars, newsletters, and advisor-facing content
  • Evaluate, hire, and manage vendors, consultants, and freelancers. Identify roles to start building an internal team
  • Develop and manage marketing budgets, track ROI, and adapt strategies for maximum effectiveness
  • Present regular performance reports and strategic recommendations to leadership


Required Competencies

  • Strategic Thinking: Ability to conceptualize and execute comprehensive marketing plans
  • Attention to Detail: Meticulous focus on all aspects of marketing execution
  • Communication Excellence: Clear, concise, and persuasive communication across all mediums
  • Efficiency: Proven ability to generate substantial results while optimizing resources
  • Collaborative Leadership: Skilled at coordinating internal teams and external partners
  • Proactivity and Innovation: Self-starter with a passion for bringing new ideas to the table
  • Organizational Planning: Expert at managing complex projects, priorities, and deadlines
  • Strong Work Ethic: Track record of going above and beyond to achieve outstanding results
  • Commitment to Excellence: Unwavering dedication to maintaining high standards in all work


Qualifications and Experience

  • 7+ years of marketing experience with at least five years in a senior marketing role
  • Experience in wealth management or financial and insurance services industries
  • Proven track record of developing and executing successful marketing campaigns
  • Expert-level knowledge of modern marketing tools, platforms, and analytics
  • Strong network of vendors, contractors, and service providers in the marketing industry


Location: Red Bank, NJ. Hybrid or fully remote work is a possibility. We offer competitive benefits including a medical program, 401k match, disability protection, and other perks. This role will have performance based bonuses in addition to a competitive base salary.