[Hiring] Chief Marketing Officer @RK Partners

Role Description

A growing wealth management firm is seeking a strategic, hands-on Chief Marketing Officer to build the marketing and client experience infrastructure that will support its next stage of growth. This is a building opportunity. The firm is not looking for someone to step into an established marketing function and simply manage what already exists. This leader will have the opportunity to:

• Assess the current environment
• Establish the strategy
• Create the processes and programs
• Build the resources and team needed to support the firm's long-term vision

The firm currently manages approximately $1.5 billion in assets with a long-term goal of doubling the AUM, including the addition and integration of new practices. Leadership recognizes that achieving this vision will require a more intentional and sophisticated approach to:

• Client experience
• Organic growth
• Referrals
• Brand

This newly created executive role will partner closely with the leadership team and advisors across the organization. The right person will bring ideas, challenge existing thinking, create structure where it does not exist today, and turn strategy into measurable execution.

Qualifications

• Senior-level leadership experience across marketing, client experience, brand, growth, or a combination of these areas.
• Demonstrated experience building or transforming a marketing, client experience, or growth function.
• A track record of taking ideas from strategy through implementation and measurable results.
• Experience creating programs, processes, and systems from the ground up.
• Experience with referral, advocacy, loyalty, partnership, or organic growth strategies.
• Strong brand strategy and positioning experience.
• Experience partnering directly with sales, business development, advisors, or other revenue-generating professionals.
• The ability to translate high-level strategy into execution, measurement, and accountability.
• Experience managing budgets, external partners, and competing priorities.
• Experience identifying talent and resource needs and building teams as an organization grows.
• Strong executive presence and the confidence to respectfully challenge existing thinking.
• Exceptional communication, project leadership, and follow-through.

Requirements

• We are not looking for a traditional marketing manager.
• Financial services experience is not required.

Benefits

• Opportunity to build and influence the firm's direction.
• Access to executive leadership.
• Ability to create an exceptional experience for clients and build a scalable growth platform for the future.

Company Description

For someone who wants to look back several years from now and say, "I built that," this is that kind of opportunity.