Director of Marketing / Marketing Strategist

On behalf of our client - a growing independent wealth management firm based in Cornelius, NC (approximately 20 miles north of Charlotte) - we are seeking a talented marketing professional to lead and evolve the firm's marketing function. This role is open at two levels depending on the candidate: a Marketing Strategist with strong growth potential, or a Director/VP of Marketing ready to own the marketing pillar and build a team beneath them. The right person will be a player-coach who combines strategic vision with hands‑on execution, with a particular emphasis on digital marketing and client acquisition.

This is a hybrid position (3 days in office, 2 days remote) and requires the candidate to be based in or willing to relocate to the Charlotte/Cornelius, NC area.

Core Responsibilities

Develop and execute the firm's overall marketing strategy in alignment with executive leadership objectives

Lead digital marketing initiatives focused on lead generation, client acquisition, and business growth

Manage website strategy, SEO, SEM, email marketing, marketing automation, and analytics

Develop and execute social media strategy across LinkedIn, Facebook, Instagram, YouTube, and emerging platforms

Oversee all external communications, messaging, copywriting, and content development

Manage creative direction, branding standards, advertising, and promotional campaigns

Lead video strategy and production, including promotional videos, event content, and social media assets

Design and produce marketing collateral including brochures, presentations, and email communications

Plan and execute conferences, client events, and corporate meetings including venue sourcing, logistics, AV coordination, vendor management, and on‑site execution

Measure marketing effectiveness through KPIs, reporting, analytics, and ROI tracking

Manage relationships with external agencies, designers, videographers, printers, and marketing vendors

Collaborate cross‑departmentally and serve as a player‑coach within a small but growing marketing team

Stay current on industry trends, technology, and best practices to continuously improve marketing effectiveness

Candidate Profile
*Must-Haves*

3-5 years of progressive marketing experience with demonstrated growth in responsibility

Proven expertise in digital marketing including lead generation, SEO/SEM, email marketing, and analytics - this is a non‑negotiable requirement

Strong collaborative mindset with a track record of thriving in team‑oriented environments

Player‑coach mentality - comfortable both setting strategy and rolling up your sleeves to execute

Excellent written and verbal communication skills

Strong project management capabilities with the ability to manage multiple initiatives simultaneously

Socially confident and comfortable working cross‑departmentally with a variety of stakeholders

Ability to work on a hybrid schedule in the Lake Norman/Charlotte, NC area

*Nice-to-Haves*

Experience in financial services, independent RIA, wealth management, TAMP, or insurance - though outside industry experience is genuinely valued

Prior experience leading or building a marketing department or team

Video production and creative direction experience

Proficiency with Adobe Creative Cloud (InDesign, Photoshop, Illustrator, Premiere Pro, After Effects)

Experience with Canva, WordPress or comparable CMS, Google Analytics, social media management platforms, and Microsoft Office

Event planning and execution experience

Experience managing external agencies and vendorsWillingness to relocate to the Charlotte/Lake Norman/Cornelius, NC area

Base salary: $70,000 - $100,000 depending on experience and level

Performance bonus: up to approximately 8% of base salary annually, tied to company AUM growth targets paid quarterly

Fully paid individual health, vision, and dental insurance (100% employer-covered for the employee)

Spouse and dependent coverage available at additional cost

Approximately 3 weeks PTO per year on an accrual basis, with up to 1 week rollover

All federal paid holidays

Relocation assistance considered for the right candidate

Work Environment and Culture
This firm is a collaborative, fast‑growing, entrepreneurial organization with approximately 32 employees. The leadership team is hands‑on, approachable, and deeply invested in creating a positive workplace where every team member - regardless of level - has a real impact on the company's growth. The culture is energetic and fun, with a social committee that organizes monthly events, and a work‑hard, play‑hard mentality that values both results and relationships. The marketing hire will work cross‑departmentally and will be a visible, connected part of the broader team. The firm is in an exciting phase of growth, including a website redesign and rebrand, making this a rare opportunity to shape the marketing function from the ground up.

#J-18808-Ljbffr