Director of Marketing | Chicago, IL
Our client, an established independent wealth management firm, is seeking a Director of Marketing to lead and evolve its marketing function. This is an exciting opportunity for a strategic and creative marketing leader to play a key role in shaping the firm's brand, expanding its market presence, and supporting long-term growth.
Working closely with the CEO, firm owners, and senior leadership, this individual will have the opportunity to bring fresh ideas, introduce new marketing strategies, and build on the firm's existing platform while maintaining its high-touch, relationship-driven culture.
Key Responsibilities:
- Develop and execute a comprehensive marketing strategy aligned with the firm's growth priorities and target audiences.
- Lead brand positioning, digital marketing, social media, and thought leadership initiatives to strengthen market visibility.
- Oversee the firm's website, SEO, marketing collateral, CRM campaigns, and broader marketing infrastructure.
- Create engaging client and prospect experiences through events, educational programming, and strategic brand touchpoints.
- Partner with Business Development and senior leadership to support prospect engagement, referral generation, and business development efforts.
- Leverage AI and emerging marketing technologies to improve content development, audience engagement, workflow efficiency, and performance analytics.
- Lead and develop marketing support staff while helping shape the future direction of the marketing function.
Qualifications:
- 10–15 years of marketing experience, ideally within wealth management, financial services, or professional services.
- Bachelor's degree required.
- Previous experience in a marketing leadership role, with the ability to balance strategic planning and hands-on execution.
- Familiarity with high-net-worth and ultra-high-net-worth audiences and relationship-driven business development models.
- Demonstrated experience growing a firm's brand, digital presence, social media, and content strategy.
- Interest in and working knowledge of AI, marketing technology, CRM platforms, and marketing analytics.
- Excellent communication skills and the ability to collaborate with senior leadership and external partners.
- Ability to work onsite in Chicago at least three days per week.
The Equus Group is an Equal Opportunity Employer and takes pride in maintaining a diverse environment. We do not discriminate in recruitment, hiring, training, promotion, or any other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability, or any other legally protected status.
