Atlas Search · 4 days ago
Vice President Marketing
New York, NY
Full-time
Onsite
Mid, Senior Level
$175K/yr - $225K/yr
6+ years expAtlas Search is seeking a Vice President of Marketing and Client Communications who will be responsible for elevating the firm’s brand and driving growth through integrated marketing strategies. This strategic leader will oversee marketing efforts, client communications, and internal communications while ensuring a consistent and personalized client experience.
FinanceRecruitingStaffing Agency
Hiring Manager
Michael Opitz
Responsibilities
Develop and execute a comprehensive marketing strategy aligned with the firm’s business goals, client segmentation, and growth objectives
Lead brand strategy and ensure consistent messaging across all channels, including digital, presentations, events, and advisor communications
Oversee digital marketing efforts including websites, SEO/SEM, social media, email campaigns, and analytics
Lead the creation of high-quality content that reflects the firm’s investment philosophy, market insights, and client-centric approach
Partner with the Director of Client Experience to maintain our library of templates, client education presentations and white papers, pitch decks, and other related materials
Collaborate with advisors, client service teams, and other functional leaders to develop a communication calendar that delivers consistent communication that is timely, relevant, and promotes engagement
Assist with the development of tailored content such as newsletters, market commentary, or event communications to meet various client needs and preferences
Own all corporate communications processes and calendars to ensure consistent messaging and strategic communication flow across the firm
Develop and implement internal communication strategies that align with organizational goals and enhance employee engagement
Coordinate communication plans for organizational changes, initiatives, and events to ensure transparency and alignment
Coordinate the planning, agenda management, and execution of town halls, all company meetings, and other related internal events
Own the management of the firms website and internal intranets including content updates, adding new team members, and maintaining design standards
Supervise the firms social media presence including content generation, auditing employee Linkedin profiles, and approving employee-generated content
Support the planning, promotion, and execution of client-facing and advisor-facing events, including conferences, webinars, and appreciation events
Own the communications process including event advertisements, invitations, and other pre-event materials
Own the vendor coordination and logistics planning for each event to ensure an exceptional experience for all attendees and budget adherence
Develop protocols for tracking participation, engagement, and evaluating total ROI for each event
Support the integration of new advisors and firms onto our platform by crafting a tailored PR and communications strategy
This includes the development of tailored marketing materials, social media and website announcements, and curating presentations to support their initial business development efforts
Drive relationships with third party partners, including marketing & PR firms, graphic designers, and other key vendors
Develop menu of recommended venues and event types that can be leveraged by advisors to deepen their client relationships
Develop key metrics to evaluate effectiveness and leverage for negotiations to ensure we are receiving optimal pricing for the scope of services provided
Establish KPIs to measure marketing effectiveness, client engagement, and brand awareness.Use insights to continuously refine strategies and improve outcomes
Other duties as assigned
Qualification
Required
Bachelor's degree or higher in Marketing, Communications, Business, or related field. An equivalent blend of experience may be considered in lieu of degree
6+ years of progressive experience in marketing and communications, with direct experience within wealth management or related industry strongly preferred
Deep understanding of the needs and expectations of high-net-worth clients
Proven success in developing and executing integrated marketing strategies in a regulated environment
Strong leadership, communication, and interpersonal skills
Experience with CRM platforms, design software, marketing automation tools, and analytics platforms
Strategic thinker with a passion for client experience and brand storytelling
Detail-oriented with strong project management skills and ability to manage multiple priorities
Company
Atlas Search
Atlas Search is an executive recruiting firm dedicated to placing accounting, finance, middle office, information tech, human resources.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Pablo Ismael
Partner, Chief Operating Officer
Peter Riccio
Founding Partner
Recent News
thefastmode.com
2023-12-08
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