Director Marketing

Kestra • Woburn, MA

4d

About The Position

The primary role is to manage all aspects of marketing, including digital, email, and public relations, and to set up events from conception through to completion. The role is committed to providing outstanding customer service and organizing unique, memorable events that are of the highest quality. The objective of the role is to portray passion for hospitality, be detail-oriented in all execution, and be highly energized to run more events.

Requirements

• Bachelor’s degree in Finance, Business, or related field preferred.
• 2+ years of experience in financial services or wealth management.
• Experience with financial planning tools such as eMoney strongly preferred.
• Familiarity with retirement account types (Traditional, Roth, SEP, SIMPLE IRAs) required.
• Experience reviewing tax returns and applying insights to financial planning is a plus.
• Strong client service and communication skills.
• High attention to detail and accuracy in both operational and analytical work.
• Ability to balance client interaction with transactional and analytical responsibilities.
• Strong problem-solving and critical thinking abilities.
• Proficiency with Salesforce CRM system, Black Diamond portfolio management, and Microsoft Office.
• Ability to manage competing priorities in a fast-paced, deadline-driven environment.
• Active Series 65 required.
• CFP® certification or actively pursuing CFP® designation preferred.
• CPA designation a plus.

Responsibilities

• Ensuring all deadlines for events are being met (e.g., invitations, social media posting, email blasts, booking and securing venue).
• Building HubSpot forms, designing, and executing e-blast invitations for client events.
• Serving as lead contact on site, including problem-solving, communicating with staff, vendors, and customers, and anticipating and planning for different scenarios that could arise.
• Ensuring all necessary equipment, technology, supplies, decor, and promotional materials are transported to the facility and set up on time.
• Welcoming and registering all guests.
• Liaising with event sponsors and clients to accurately identify their needs and ensure customer satisfaction during the event.
• Booking appointments at public seminars, including possessing a strong working knowledge of the company to further sales opportunities.
• Providing presentation feedback to Advisors.
• Breaking down and cleaning the event space at event conclusion and ensuring all supplies, technology, decor, and equipment are transported back to company headquarters and neatly stored for future events.
• Managing all aspects of the guest RSVP process, including responding to and tracking all event RSVPs.
• Committing to innovation; eagerness to share ideas on how to improve services provided and event quality.
• Committing to compliance with insurance, legal, health, and safety obligations at all times as it pertains to both events and marketing.
• Demonstrating a desire for continued improvement, exemplified by conducting pre- and post-event evaluations and reporting on outcomes.
• Keeping an inventory of all supplies, technology, and equipment for each event.
• Obtaining/creating content for event presentations.
• Adhering to event budget and tracking after event completion.
• Updating event guest information monthly to assist with ROI reporting.
• Monitoring event opportunities in CRM to ensure follow-up.
• Managing and planning the event calendar year to year.
• Researching new venues and providing new ideas for events.
• Communicating all event needs with SHP staff.

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide).
• 401(k), health insurance, and a competitive benefits package.
• Work in a supportive, collaborative environment committed to professional excellence.
• Help clients navigate meaningful financial decisions with confidence.
• Opportunities for training, development, and long-term growth within the firm.
• Tuition reimbursement for qualified expenses.

What This Job Offers

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