Point Wealth Management · 4 hours ago
Marketing Manager - Wealth Management
Melville, NY
Full-time
Onsite
Mid Level
3+ years expPoint Wealth Management is seeking a highly organized and execution-focused Marketing Manager to develop and execute their marketing strategy with an emphasis on client experience and referral growth. The role involves managing a comprehensive marketing calendar, planning events, and overseeing social media presence to enhance client relationships and build new partnerships.
AdviceFinancial ServicesRetirementRisk ManagementWealth Management
Hiring Manager
Lauren Lucas McNeill
Responsibilities
Own and manage the annual and quarterly marketing calendar
Execute marketing initiatives on time and to a high standard
Coordinate priorities across leadership, advisors, and vendors
Plan and execute firm events including:
Client dinners, breakfasts, and appreciation events
Larger events in partnership with centers of influence & NM
Manage event logistics, vendors, invitations, and timelines
Lead day-of event execution to ensure a polished experience
Manage firm social media across LinkedIn, Instagram, and Facebook
Maintain a consistent, on-brand posting cadence aligned with firm initiatives
Coordinate website updates, announcements, and event-related content
Oversee updates to branded marketing materials and swag
Ensure consistency across digital, print, and event assets
Manage relationships with designers, printers, and promotional vendors
Qualification
Required
3–5+ years of marketing experience with a strong execution focus
Proven event planning and day-of execution experience
Experience managing social media and website content for a professional services firm
Highly organized, deadline-driven, and comfortable owning projects end-to-end
Strong communication and vendor management skills
Preferred
A self-starter who takes ownership and follows through
Someone who is both strategic and highly execution-oriented
A calm, capable presence during live events
A team player who understands the importance of client relationships and referrals in a wealth management business
Benefits
Quarterly bonus (eligible after 3 months)
401(k) with company match
Comprehensive health, dental, and vision insurance
Group long-term disability insurance
Paid time off
Professional development opportunities and significant potential for growth
Support for obtaining industry certifications
Company
Point Wealth Management
Point Wealth Management is a financial advisory firm that offers retirement planning, wealth, and risk management services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Robert L Kilroy
Wealth Management Advisor
Company data provided by crunchbase