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SCS Financial · 3 weeks ago

Managing Director, Head of Marketing and Sales Strategy

Boston, MA

Full-time

Onsite

Senior Level, Lead/Staff

$250K/yr - $300K/yr

10+ years exp

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 role will drive brand strategy, optimize sales enablement tools and processes, and elevate the client journey across all touchpoints.

Financial Services

Responsibilities

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

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)

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

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

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

Qualification

Sales enablement strategyCRM platformsMarketing automation toolsWealth management experienceBrand strategyClient experience designLeadership skillsProactive attitudeCommunication skillsCollaboration skills