Centura Wealth Advisory · 1 week ago
Vice President of Marketing & Sales
San Diego, CA
Full-time
Onsite
Senior Level, Lead/Staff
$200K/yr - $225K/yr
10+ years expCentura Wealth Advisory (CWA) is seeking a dynamic Vice President of Marketing & Sales to lead and integrate our Business Development and Marketing functions. This senior leadership role will be responsible for driving organic growth through strategic partnerships, cultivating Centura’s professional network, enhancing market visibility, and overseeing client acquisition initiatives.
ConsultingFinancial ServicesWealth Management
Hiring Manager
Melody Troehler, MBA
Responsibilities
Define and execute CWA’s strategic growth plan through business development, partnerships, and marketing
Lead, mentor, and manage business development and marketing teams, fostering a high-performance, collaborative culture
Set annual growth targets and oversee execution of initiatives to achieve firmwide business development goals
Integrate business development and marketing efforts to ensure brand consistency, market positioning, and pipeline growth
Design, implement, and continually refine the firm’s lead-to-client journey to ensure a seamless experience from initial contact through onboarding
Establish clear processes for lead capture, qualification, engagement, and conversion, leveraging CRM tools and marketing automation
Monitor and enforce adherence to business development workflows, pipeline stages, and client handoff protocols
Hold team members accountable to established processes, KPIs, and activity expectations to maximize conversion rates and client experience
Partner with internal stakeholders to ensure alignment between business development, marketing, and advisory teams
Oversee development and execution of integrated marketing plans, campaigns, and thought leadership initiatives
Direct marketing efforts to position Centura as a leading advisor in the UHNW wealth management space
Manage marketing calendar, COI events, and educational forums to enhance brand presence and referral engagement
Develop pipeline strategy and manage business development activity through Salesforce CRM
Monitor metrics, conversion rates, and reporting to ensure consistent progress toward growth goals
Support client onboarding in partnership with advisory teams to ensure seamless relationship integration
Qualification
Required
10+ years of business development leadership, preferably in UHNW wealth management or related professional services
Demonstrated success managing business development and marketing teams with a proven ability to drive revenue growth
Prior experience designing and optimizing lead-to-client workflows and ensuring team accountability to processes
Strong operational discipline with a track record of pipeline management and process execution
Track record of sourcing and converting UHNW client opportunities through professional partnerships
Deep knowledge of advanced wealth planning strategies and HNW/UHNW client needs
Prior experience leading integrated marketing and business development functions
Bachelor's degree required (Finance, Business, or related field)
High EQ with excellent interpersonal, presentation, and communication skills
Proficiency with Salesforce and Microsoft Office; CRM adoption leadership experience required
Preferred
Advanced certifications such as CFP®, CPA, CFA, or JD preferred
Benefits
Generous Paid Time Off
Full medical, dental, vision benefits, & 401k match
Collaborative, team-oriented environment rooted in core values
Centura Spirit Week twice a year = tons of fun, team building, and CWA Spirit! (Think pajama day, beach day, costume contest day, mini-golf, company parties and more!)
Monthly firm-wide coaching sessions to develop professionally, personally, and collectively as a team.
Company
Centura Wealth Advisory
Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned & precise.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jonathan Freeman
Chief Operating Officer
Recent News
PR Newswire
2022-01-24
Company data provided by crunchbase