Kuttin Wealth Management is seeking a dynamic and highly organized Director of Marketing & Brand Experience to lead the firm’s marketing strategy, brand development, and communications efforts. This individual will play a key role in elevating the firm’s presence through innovative marketing initiatives, strategic partnerships, event execution, and compelling content that reflects the exceptional client experience for which Kuttin Wealth Management is known.
This role requires a unique blend of strategic thinking and hands-on execution. The ideal candidate is equally comfortable developing marketing plans, collaborating with compliance teams, cultivating sponsor relationships, and capturing the moments and stories that bring our brand to life.
Responsibilities
Brand Strategy & Growth
- Develop and execute the overall marketing and brand strategy for Kuttin Wealth Management.
- Strengthen and expand the firm’s presence across digital and traditional channels.
- Support the continued growth of executive and advisor thought leadership initiatives.
- Maintain a consistent and elevated brand voice across all marketing efforts.
- Identify opportunities to increase awareness, engagement, and visibility within the communities we serve.
Social Media & Content Development
- Lead the firm’s social media strategy across platforms including LinkedIn, Instagram, Facebook, and YouTube.
- Create and oversee engaging content, including:
- Short-form videos and reels
- Educational and thought leadership content
- Team and culture highlights
- Advisor success stories
- Client appreciation event recaps
- Behind-the-scenes content
- Monitor industry trends and analytics to optimize performance and audience engagement.
Photography & Videography
- Attend events throughout Long Island to capture professional photography and video content.
- Produce content from:
- Client appreciation events
- CPA and professional alliance events
- Educational seminars and workshops
- Team meetings and trainings
- Community and philanthropic initiatives
- Speaking engagements
- Edit, organize, and maintain a library of visual assets for future campaigns and initiatives.
Event Marketing & Experience
- Develop and execute marketing strategies for firm events and experiences.
- Coordinate promotional efforts before, during, and after events.
- Create post-event content that highlights the relationships, education, and experiences that distinguish Kuttin Wealth Management.
- Ensure all client-facing experiences align with the firm’s brand standards.
Compliance, Sponsorships & Strategic Partnerships
- Serve as the primary marketing liaison with Ameriprise compliance to ensure all marketing initiatives, advertising, digital content, and event materials meet regulatory requirements and approval standards.
- Manage the submission, tracking, and implementation of compliance reviews and revisions.
- Coordinate relationships with strategic partners and event sponsors, including sponsorship outreach, fulfillment of sponsor commitments, and stewardship of ongoing partnerships.
- Assist in identifying sponsorship opportunities that support firm initiatives, events, and community engagement efforts.
- Maintain brand integrity while balancing creativity with the regulatory requirements of a highly governed industry.
Website & Digital Marketing
- Oversee website updates and ensure content remains fresh, relevant, and aligned with firm objectives.
- Coordinate with external vendors and internal stakeholders on marketing initiatives.
- Support email marketing campaigns and ongoing communication strategies.
- Monitor analytics and provide recommendations based on performance and audience insights.
Collaboration & Execution
- Partner closely with leadership and cross-functional teams to execute strategic initiatives.
- Manage external creative partners and freelancers as needed.
- Bring fresh ideas, creative energy, and a solutions-oriented mindset to the organization.
- Move efficiently from concept to execution while maintaining a high standard of quality and professionalism.
Qualifications
- Bachelor’s degree in Marketing, Communications, Public Relations, or a related field preferred.
- 5+ years of progressive marketing experience.
- Demonstrated success developing and executing integrated marketing strategies.
- Strong expertise in social media strategy and audience engagement.
- Some photography and videography skills.
- Proficiency with Canva, Adobe Creative Suite, CapCut, or similar editing platforms.
- Experience creating and editing short-form video content.
- Exceptional written and verbal communication skills with strong storytelling abilities.
- Highly organized with exceptional attention to detail.
- Comfortable working in a fast-paced, entrepreneurial environment.
- Strong interpersonal skills and the ability to build relationships with clients, advisors, sponsors, and strategic partners.
Preferred Qualifications
- Experience within financial services or another regulated industry.
- Familiarity with Ameriprise marketing and compliance processes.
- Experience managing podcasts, webinars, or YouTube channels.
- Knowledge of LinkedIn thought leadership strategies.
- Experience with CRM and email marketing platforms.
Why Join Kuttin Wealth Management?
This is an opportunity to shape and elevate the brand of a growing, entrepreneurial wealth management firm known for its commitment to exceptional client experiences and meaningful relationships. The Director of Marketing & Brand Experience will have the ability to make a measurable impact, bring innovative ideas to life, and help tell the stories that define who we are and where we are headed.
If you are a strategic thinker, a creative storyteller, and an execution-focused marketer who enjoys wearing multiple hats, we would love to hear from you.