Secure Money Advisors · 12 hours ago
Senior Manager Marketing Operations
Zelienople, PA
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expSecure Money Advisors is seeking a Senior Manager for Marketing Operations, a leadership role focused on driving marketing strategy and overseeing firm operations. The position offers a clear growth trajectory towards a Director-level role and ultimately Chief Operating Officer as the firm scales.
ConsultingFinanceFinancial ServicesInsurance
Hiring Manager
Amelia Sumner
Responsibilities
Own and execute firm-wide marketing strategy to drive growth, brand awareness, and client acquisition
Oversee digital marketing, content development, campaigns, and performance measurement
Ensure brand consistency and messaging aligned with retirement planning and fiduciary standards
Identify and implement new growth channels, partnerships, and initiatives
Manage and evaluate external marketing vendors and partners
Lead and continuously improve internal operations, workflows, and systems to support scalability
Partner with advisors and leadership to enhance the client onboarding and service experience
Implement tools, processes, and procedures that improve efficiency while supporting compliance requirements
Track operational KPIs and proactively address risks, inefficiencies, and bottlenecks
Align marketing, advisory, and administrative functions for smooth execution
Act as a self-directed leader who identifies needs and executes solutions without waiting for instruction
Translate strategic objectives into actionable plans with measurable outcomes
Serve as a key advisor to senior leadership on operational efficiency and growth strategy
Build a culture of accountability, urgency, and continuous improvement
Qualification
Required
8–12+ years of experience in financial services, wealth management, or retirement planning
Experience leading both marketing and operations, preferably in a growing or entrepreneurial firm
Demonstrated success operating independently with limited oversight
Strong understanding of financial services marketing and operational compliance
Strategic thinker with hands-on execution ability
Excellent leadership, communication, and organizational skills
Preferred
Entrepreneurial, proactive, and solutions-oriented
Comfortable owning outcomes and making decisions
Thrives in growth-oriented, fast-moving environments
Interested in long-term leadership growth and organizational impact
Motivated by building systems, teams, and scalable processes
Benefits
Competitive compensation and benefits.
Significant leadership influence and autonomy.
Clear advancement potential into executive leadership.
Opportunity to help shape and scale a retirement-focused financial firm.
Company
Secure Money Advisors
Secure Money Advisors is an insurance service provider company.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Brian Quaranta
Founder
Company data provided by crunchbase