Director, Client Attraction (Wealth Management)

Bartlett Wealth Management • Cincinnati, OH

1d • Hybrid

About The Position

Bartlett Wealth Management is seeking a Director, Client Attraction to lead the firm's growth strategy across all geographies and markets. The role translates firm priorities into coordinated execution across marketing, business development, referrals, external professional partnerships, events, vendors, and digital channels. It works closely with firm leaders to influence the client experience and support advisor accountability.

The Director strengthens market presence, builds disciplined growth processes, and supports sustainable growth in new client relationships and assets under management. The role oversees the prospective and early client experience from inquiry through onboarding; leads and mentors members of the marketing team; manages vendors and partners; and establishes performance measures and reporting to guide growth decisions.

Requirements

• Bachelor’s degree in Marketing, Business Administration, Communications, Finance, or a related field.
• 10+ years of proven experience in business development, marketing, growth strategy, relationship management, or practice management.
• Ability to develop multi-market growth strategies, build referral networks, manage partnerships, and lead marketing initiatives.
• Strong knowledge of brand development, digital strategy, CRM systems, and marketing automation platforms.
• Excellent communication, presentation, project management, analytical, organizational, and strategic thinking skills.
• High level of professionalism, discretion, business judgment, initiative, and creativity.

Nice To Haves

• An advanced degree or relevant certification.
• Direct experience in wealth management, RIAs, financial services, or professional services.

Responsibilities

• Lead the firmwide client growth strategy across marketing, business development, referrals, and external professional partners.
• Translate growth priorities into clear ownership, execution, and measurable follow-through.
• Oversee the prospective and early client experience from inquiry through onboarding.
• Align growth initiatives with firm strategy, market positioning, and long-term priorities.
• Build business development disciplines that help advisors cultivate, advance, and convert opportunities.
• Partner with senior leadership to establish advisor growth expectations and accountability measures.
• Manage pipeline discipline for prospects, referrals, next steps, and outcomes.
• Strengthen COI, referral, and strategic partner relationships.
• Manage and mentor members of the marketing team.
• Oversee marketing and communications plans that support growth objectives.
• Develop and oversee a unified growth platform integrating content, digital, advisor outreach, referrals, and events.
• Oversee brand positioning, digital strategy, thought leadership, and client communications.
• Oversee agencies, consultants, and vendors for scope, accountability, performance, and delivery model decisions.
• Establish KPIs for marketing, business development, advisor growth behaviors, referrals, client acquisition, and prospect experience.
• Report on pipeline activity, advisor follow-through, campaign performance, vendor performance, and growth outcomes.
• Leverage CRM and marketing automation tools to track engagement, accountability, and results.
• Recommend strategic, process, and resourcing improvements based on data insights and market intelligence.
• Partner with leadership to set priorities and define the growth operating model.
• Collaborate across advisors, client service, marketing, operations, and external professional partners.
• Identify support needs across marketing, business development, vendors, and internal execution resources.
• Promote disciplined growth, accountability, relationship development, and client-centered execution.

Benefits

• Competitive salary and eligibility for an annual firm profitability and individual performance incentive.
• Medical, dental, vision, life, and long-term disability insurance.
• Flexible spending accounts.
• 401(k) plan with match and profit-sharing contribution.
• Generous paid time off.
• Paid parental and medical leave.
• Professional growth and development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Director