Balentine · 4 weeks ago
Director of Marketing & Client Engagement
Atlanta, GA
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expBalentine is a boutique wealth management firm seeking a Director of Marketing and Client Engagement to lead their marketing and engagement strategies. The role involves overseeing the firm's brand narrative, collaborating with leadership, and managing a team to enhance client and prospect relationships while driving business development efforts.
ConsultingFinancial ServicesInsuranceLegal
Responsibilities
Develop and execute the annual marketing and engagement strategy aligned to firm priorities and client experience objectives
Manage the firm’s brand narrative to ensure consistent positioning across all markets, channels, and materials
Lead the integrated planning calendar across thought leadership, digital, PR, events, and campaigns
Serve as the final approval for all major marketing initiatives and brand expressions
Serve as liaison to the Business Development team, manage the Hubspot > Salesforce integration alongside Relationship Managers and IT, and support monthly prospect check-ins with data and information
Lead development of segmentation and nurturing workflows alongside Senior Marketing Manager
Partner with executive leadership to support Balentine’s business pillars (Family & Legacy, Business Advisory, Private Capital, Investment Strategy, etc.)
Collaborate with Relationship Managers to support client/prospect pipeline health, COI engagement, and client retention
Foster team’s alignment with HR on employer brand and internal communications where needed
Ensure all messaging reflects Balentine’s tone, intellectual rigor, and service ethos
Oversee multi-format content (reports, articles, videos, email, website, Shorthand, social)
Maintain brand standards and ensure consistency and compliance
Oversee PR strategy and high-stakes external communications
Set strategic direction for website evolution, HubSpot optimization, and integrated CRM analytics (Salesforce + HubSpot)
Help create, monitor, and evolve KPIs to improve pipeline visibility, digital performance, and audience segmentation
Drive a culture of constant iteration through quarterly reporting and insights reviews
Support Client Experience to develop the strategic framework for events (themes, audiences, desired outcomes) and provide project management for the event process
Collaborate with leadership on sponsorship decisions and ensure alignment with business goals, consistent brand execution, and optimized outcomes
Guide creative direction for invitations, messaging, and attendee experience
Delegate (and oversee) operational execution to internal support teams or external partners
Manage and coach the Senior Manager and Marketing Associate; responsible for performance reviews + development plans
Oversee outsourcing strategy for design, PR, video, photography, and production
Develop clear workflows and lead the team’s service to internal clients
Qualification
Required
10+ years in strategic marketing or engagement roles, ideally in financial services, professional services, or B2B advisory
Exceptional storytelling, writing, and brand development abilities
Strong experience developing and driving the use of CRM systems and digital marketing analytics
Comfortable engaging with executive leadership and contributing to firm-wide strategy
Experience managing teams, agencies, and multi-office environments
Company
Balentine
Balentine is a privately owned investment management firm serving foundations, endowments, individual clients and families.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
FJ Management
2025-01-14Corporate Round
Leadership Team
Adrian Cronje
Chief Executive Officer and Founding Partner
John Maddison
Partner and Head of Financial Planning
Recent News
EIN Presswire
2025-12-05
EIN Presswire
2025-12-05
2025-12-04
Company data provided by crunchbase