MCA Financial Group · 10 hours ago
Senior Marketing & Business Development Lead
Boston, MA
Full-time
Onsite
Senior Level
7+ years expMCA Financial Group is a respected national boutique advisory firm headquartered in Phoenix, Arizona. They are seeking a Senior Marketing & Business Development Lead to advance the firm’s marketing and business development platform, partnering closely with leadership to support growth and strengthen market presence.
FinanceFinancial ServicesReal Estate
Responsibilities
Partner with firm leadership to refine and clearly articulate the firm’s market positioning, service offerings, and value proposition
Lead the development and ongoing evolution of the firm’s marketing and business development strategy, ensuring alignment with growth priorities
Translate complex financial and advisory concepts into clear, credible, and compelling messaging for sophisticated clients and referral sources
Lead the creation, editing, and management of website content, ensuring accuracy, clarity, and professional tone
Develop high-quality client-facing and business development materials, including: Qualifications packages, Pitch books and proposals, Case studies, white papers, and thought leadership pieces
Produce and oversee newsletters, market updates, and firm communications, maintaining consistency and compliance sensitivity
Establish and manage content calendars, publication schedules, and editorial workflows
Serve as a strategic partner to senior advisors in business development and client relationship initiatives
Lead preparation of proposals, RFP responses, and customized client presentations
Support relationship management efforts through targeted communications and tailored materials for prospects, clients, and referral partners
Own and manage the firm’s CRM platform, including data integrity, segmentation, pipeline tracking, and reporting
Design and execute CRM-driven outreach and email campaigns aligned with business development objectives
Develop dashboards and reporting to track engagement, pipeline activity, and marketing effectiveness
Serve as steward of the firm’s brand, ensuring consistency and quality across all
Maintain the editorial, design, and messaging standards expected of a senior advisory firm
Manage relationships with external vendors, including designers, web developers, and marketing or PR consultants, as needed
Qualification
Required
Bachelor's degree in Marketing, Communications, Business, Finance, or a related field; advanced degree or relevant professional certifications a plus
7+ years of progressive experience in marketing, business development, or client development roles within financial advisory, investment banking, restructuring, consulting, accounting, private equity, or other professional services firms
Demonstrated experience supporting senior advisors, partners, or deal professionals in a relationship-driven, services-based business
Proven ability to develop and manage business development materials, including pitch books, proposals, RFP responses, qualifications packages, and client presentations
Exceptional writing, editing, and messaging skills, with a track record of translating complex financial, transactional, or advisory topics into clear, credible communications for sophisticated audiences
Hands-on experience owning and administering a CRM platform (e.g., Salesforce, HubSpot or similar), including data management, segmentation, pipeline tracking, reporting, and campaign execution
Experience designing and executing targeted marketing and outreach campaigns in support of business development and relationship management efforts
Demonstrated ability to oversee website content, digital assets, and brand standards, working effectively with internal stakeholders and external vendors
Strong organizational skills and attention to detail, with the ability to manage multiple priorities, deadlines, and confidential information
Comfort operating with a high degree of autonomy, sound judgment, and professionalism in a lean, entrepreneurial environment
Preferred
Strategic thinker with a strong willingness to execute at a detailed, hands-on level
High degree of professionalism, discretion, and sound judgment
Strong executive presence and comfort working directly with firm principals and senior advisors
Highly organized and detail-oriented, able to manage multiple priorities effectively
Self-directed, accountable, and motivated by ownership and follow-through
Comfortable operating in a lean, entrepreneurial boutique environment
Benefits
Competitive salary, plus bonus
Generous paid holidays and paid time off
Comprehensive healthcare coverage, including medical and dental insurance
Retirement savings plan
Company
MCA Financial Group
MCA Financial Group specializes in litigation support, restructuring, real estate receivership, mergers and acquisitions services.
11-50 employees
Funding
Current Stage
Early StageRecent News
2025-11-06
Canada NewsWire
2025-05-10
2025-05-08
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