Portfolio Marketing Leader / Director

The Director - Portfolio Marketing – Leader leads GTM strategy for one of the firm’s main business lines (Assurance, Tax, Advisory). This role is responsible for accelerating revenue growth, pipeline creation, and demand generation for the business line. This senior-level marketing role shapes GTM strategy, defines target segments and buyer journeys, and builds integrated, full-funnel programs that convert awareness into qualified demand and measurable revenue.

This position partners closely with Portfolio Marketing leaders as well as business and industry leaders to prioritize growth plays, develop differentiated messaging and offers, and allocate marketing investment based on performance. This role analyzes KPIs, improves marketing performance, and drives continuous optimization across campaigns, events, and digital channels. This role manages a team as well as works with external partners to deliver scalable programs, consistent execution, and clear reporting tied to leads, pipeline, win rates, and revenue outcomes.

This position will oversee marketing strategy for the firm’s Advisory business. This senior-level marketing role is responsible for accelerating revenue growth, pipeline creation, and demand generation for the Advisory practices.

Job Duties:

Leads GTM strategy development, integrated planning, and execution to achieve revenue growth, pipeline targets, and market share objectives

Partners with business, industry, and portfolio marketing leadership to prioritize growth initiatives, campaign roadmaps, and activation plans

Reviews and analyzes KPI frameworks, dashboards, and performance tied to pipeline and revenue impact and adjusts GTM strategy based on performance and revenue/pipeline targets

Designs segmentation, buyer persona, and buyer journey strategies; aligns messaging architecture and value propositions to priority audiences and needs

Directs event and sponsorship strategy as a demand channel; integrates events into full-funnel plans and ensures measurable post-event conversion and follow-up

Establishes event ROI plans including target lists, invitation strategy, attendee qualification, and post-event nurture

Oversees development of key GTM full funnel campaigns, content strategy and editorial plans aligned to growth priorities, offers, and sales plays; ensures content supports each funnel stage

Reviews and approves marketing materials to ensure brand alignment, audience relevance, compliance readiness, and measurable calls-to-action

Develops strategic relationships with leaders + stakeholders

Understands the business landscape and provides proactive market research assessments and strategic GTM recommendations

Takes a leadership role in driving best practices and bringing new capabilities to the practices

Leads, coaches, and develops marketing team members; sets performance goals aligned to growth outcomes and capability development

Discusses staffing recommendations with the Portfolio Marketing leader and participates in the interview process as needed

Manages relationships with agencies and vendors; sets scopes, performance expectations, and measurement requirements tied to business results

Ability to travel as needed

Other duties as required

Qualifications, Knowledge, Skills and Abilities:
Education

Bachelor’s degree, required; with a focus in Marketing, Communications, English, Journalism, or Business Administration, preferred

Master’s degree in Business Administration, Marketing, or Analytics, preferred

Experience

Ten (10) years of marketing experience within a professional services firm, required

Five (5) years of experience leading demand generation strategy tied to pipeline and revenue outcomes, required

Five (5) years of experience leading integrated campaigns across digital, ABM, email, web, and events, required

Three (3) years of experience with marketing performance measurement tied to sourced and influenced pipeline and revenue, required

Three (3) years of people leadership experience with performance management and coaching, required

Experience supporting Assurance, Tax, Advisory Services, or industry marketing within a public accounting firm, preferred

Experience in a Big Four or national/regional accounting firm, preferred

License/certifications

N/A

Software

Microsoft Office Suite, required

CRM platform experience (Microsoft Dynamics 365, Salesforce), preferred

Analytics and reporting tools (Power BI, Google Analytics), preferred

AI fluent, preferred

Language

N/A

Other Knowledge, Skills and Abilities:

Demonstrated ability to build revenue-focused marketing strategies with measurable pipeline and revenue impact

Advanced knowledge of full-funnel demand generation, lifecycle marketing, and marketing-to-sales alignment

Strong financial and analytical acumen; ability to forecast, measure, and optimize marketing investment and ROI

Expertise in positioning, messaging architecture, and offer development for complex professional services

Ability to lead cross-functional execution in a matrix environment with clear prioritization and accountability

Strong executive presence with ability to influence senior stakeholders and drive decisions using data

Advanced project and program management capabilities across multiple concurrent initiatives and deadlines

Ability to establish repeatable processes for campaign planning, launch readiness, measurement, and optimization

Driven self-starter with a proactive approach to serving professionals at all levels

Demonstration of high level of understanding and application of principles and practices of program management with minimal supervision

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

National Range: $170,000 - $190,000
Maryland Range: $170,000 - $190,000
NYC/Long Island/Westchester Range: $170,000 - $190,000

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