Director of Marketing & Client Engagement

Balentine•Atlanta, GA

10h

About The Position

Balentine LLC is a boutique wealth management firm with $8B of Assets Under Advisement and growing. Built on integrity and a commitment to provide a fiduciary standard of care, our firm was founded by, and continues to attract, a world-class team of driven and dedicated individuals. At Balentine, everything we do prioritizes our clients and employees. We have assembled an exceptional team that values relationships as well as results and have created an environment where motivated people flourish. Balentine’s culture reflects a collaborative and diverse workforce driven by excellence and a commitment to lifelong learning. We deeply value our culture, and it is at the core of all that we do.

Requirements

10+ years in strategic marketing or engagement roles, ideally in financial services, professional services, or B2B advisory.
Exceptional storytelling, writing, and brand development abilities.
Strong experience developing and driving the use of CRM systems and digital marketing analytics.
Comfortable engaging with executive leadership and contributing to firm-wide strategy.
Experience managing teams, agencies, and multi-office environments.

Responsibilities

Develop and execute the annual marketing and engagement strategy aligned to firm priorities and client experience objectives.
Manage the firm’s brand narrative to ensure consistent positioning across all markets, channels, and materials.
Lead the integrated planning calendar across thought leadership, digital, PR, events, and campaigns.
Serve as the final approval for all major marketing initiatives and brand expressions.
Serve as liaison to the Business Development team, manage the Hubspot > Salesforce integration alongside Relationship Managers and IT, and support monthly prospect check-ins with data and information.
Lead development of segmentation and nurturing workflows alongside Senior Marketing Manager.
Partner with executive leadership to support Balentine’s business pillars (Family & Legacy, Business Advisory, Private Capital, Investment Strategy, etc.).
Collaborate with Relationship Managers to support client/prospect pipeline health, COI engagement, and client retention.
Foster team’s alignment with HR on employer brand and internal communications where needed.
Ensure all messaging reflects Balentine’s tone, intellectual rigor, and service ethos.
Oversee multi-format content (reports, articles, videos, email, website, Shorthand, social).
Maintain brand standards and ensure consistency and compliance.
Oversee PR strategy and high-stakes external communications.
Set strategic direction for website evolution, HubSpot optimization, and integrated CRM analytics (Salesforce + HubSpot).
Help create, monitor, and evolve KPIs to improve pipeline visibility, digital performance, and audience segmentation.
Drive a culture of constant iteration through quarterly reporting and insights reviews.
Support Client Experience to develop the strategic framework for events (themes, audiences, desired outcomes) and provide project management for the event process.
Collaborate with leadership on sponsorship decisions and ensure alignment with business goals, consistent brand execution, and optimized outcomes.
Guide creative direction for invitations, messaging, and attendee experience.
Delegate (and oversee) operational execution to internal support teams or external partners.
Manage and coach the Senior Manager and Marketing Associate; responsible for performance reviews + development plans.
Oversee outsourcing strategy for design, PR, video, photography, and production.
Develop clear workflows and lead the team’s service to internal clients.