Managing Director, Head of Marketing and Sales Strategy

Position Summary

SCS Financial is seeking a dynamic, strategic, and execution-oriented Head of Marketing and Sales Strategy to lead our integrated marketing, sales support, and client experience initiatives. This leader will drive brand strategy, optimize sales enablement tools and processes, and elevate the client journey across all touchpoints. The ideal candidate will bring deep expertise in marketing, sales operations and go-to-market strategy, a passion for innovation, and a collaborative leadership style to help scale our impact and growth in the ultra-high-net-worth (UHNW) space.

This hybrid role reports to the National Head of Wealth Management and includes a small team of direct reports, as well as oversight of external vendors and cross-functional collaboration across the firm.

Key Responsibilities
Strategic Marketing Leadership to Drive Growth

•    Execute a brand refresh for SCS Financial, aligning with Focus brand guidelines while crafting a differentiated brand identity tailored to UHNW clients.

•    Oversee the redesign and ongoing optimization of the SCS website and social media channels for SEO, usability, and engagement.

•    Develop compelling written and video content to showcase thought leadership and firm capabilities.

•    Guide senior leaders and advisors in building their digital presence and personal brand.

Sales Strategy & Growth Support

•    Build and execute a comprehensive sales enablement strategy, including lead generation, pipeline development, and sales collateral, leveraging AI capabilities and tools.

•    Partner with the Private Client Group and other teams to create targeted campaigns and materials that support business development.

•    Drive CRM adoption and optimization across the firm, ensuring data integrity, usage consistency, and actionable insights; partner with technology and operations team on optimizing AI capabilities within the CRM.

•    Design, launch, and manage email marketing and outreach campaigns to prospects, clients, and centers of influence (COIs).

Client Experience & Engagement

•    Design and implement a client feedback loop to inform service enhancements and innovation, and support client retention.

•    Collaborate with cross-functional teams to improve client communication and engagement strategies.

•    Oversee strategic event planning to deepen client relationships and showcase firm expertise.

•    Champion a culture of continuous improvement in client experience, leveraging data and insights.

Communications & PR

•    Oversee firm spokespeople on media best practices and manage PR opportunities with a tailored, strategic approach.

•    Oversee distribution of client communications and thought leadership through CRM and digital channels.

Team & Vendor Management

•    Lead and mentor a small team of marketing and sales enablement professionals.

•    Manage outsourced vendors and agencies to ensure high-quality execution and alignment with strategic goals.

Qualifications

•    MBA preferred; Bachelor's degree required.

• years of experience in marketing, sales enablement, or related roles, ideally within wealth management.

•    Proven ability to lead strategic initiatives while executing tactically.

•    Experience with CRM platforms (e.g., Salesforce), marketing automation tools (e.g., Hubspot), and analytics platforms.

•    Strong understanding of UHNW client expectations and the wealth management industry's compliance framework.

•    Exceptional communication, collaboration, and leadership skills.

•    Self-motivated, proactive, and committed to excellence.

The annualized base pay range for this role is expected to be between $250,000 -$300,000.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

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SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients' interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.

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For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.