Director of Marketing

ExtensisHR•Houston, TX

14d

About The Position

The Director of Marketing is a strategic marketing leader responsible for strengthening a Network Office’s market presence, financial advisor productivity, and revenue growth through data-driven strategy and disciplined execution. The role partners with the Managing Partner, oversees the Marketing Engagement Program, supports firm-level and advisor-specific initiatives, and liaises with corporate marketing to maintain alignment with Northwestern Mutual’s brand and growth objectives. This full-time position leads Network Office and advisor marketing strategy, execution, education, and performance measurement. The Director develops the Network Office marketing plan, manages its digital presence and marketing budget, leads advisor and client engagement initiatives, and cultivates local community, media, and business partnerships. The role also provides subscription-based marketing consultation to selected financial advisors, developing customized plans and guiding compliant digital marketing and engagement efforts. Success is measured through marketing adoption and engagement, lead generation, advisor productivity, revenue contribution, and return on investment.

Requirements

Bachelor's degree in marketing, communications, business, or a related field, or equivalent education and experience.
Progressive experience developing and executing integrated marketing strategies, preferably in financial services, professional services, or another regulated industry.
Ability to translate growth priorities into marketing plans, campaigns, events, and advisor or sales-enablement initiatives.
Experience managing digital channels, social media, websites, content, partnerships, budgets, and performance reporting.
Strong consulting, project-management, stakeholder-influence, written, verbal, presentation, and creative communication skills.
Strong attention to brand standards, compliance requirements, execution quality, and measurable business impact.

Nice To Haves

Experience marketing financial-advisory, insurance, wealth-management, or professional-services offerings.
Working knowledge of Marketing Commons, CRM-Engage, advisor websites, and social-media tools, or comparable platforms.
Experience leading advisor or sales consultation programs and measuring adoption, productivity, revenue contribution, and return on investment.
Proficiency with graphic-design, content-development, analytics, CRM, email-marketing, website, and social-media management tools.

Responsibilities

Develop and implement a comprehensive strategic marketing plan aligned with Network Office growth priorities.
Own the digital footprint for the Network Office and Managing Partner, including websites and social-media channels.
Plan, manage, and track the marketing budget to optimize allocation and return on investment.
Lead the Marketing Engagement Program, including its strategy, execution, adoption, and performance tracking.
Partner with corporate marketing to measure program effectiveness and return on investment.
Lead client and prospect engagement events, marketing education, and advisor adoption across segments.
Cultivate community, media, and business partnerships; lead local public relations, advertising, philanthropic marketing, and affinity-market expansion.
Support advisor recruiting strategies and create relevant digital and print materials as needed.
Serve as a strategic marketing advisor to selected financial advisors through a subscription-based consultation program.
Develop customized marketing plans designed to increase advisor productivity and revenue.
Guide advisor-level marketing budgets and manage compliant digital presence, including websites and social platforms.
Design and execute client and prospect engagement strategies and events.
Conduct ongoing consultations across advisor segments to strengthen execution and accountability.
Serve as a subject-matter expert on segmentation, prospecting, client experience, centers of influence, marketing tools, and best practices.
Complete the Network Office marketing strategy and launch the Marketing Engagement Program consultation offering.
Drive measurable growth in Network Office revenue and advisor productivity through marketing initiatives.
Increase advisor utilization of the social media portal, Marketing Commons, advisor websites, and CRM-Engage.
Deliver and manage marketing education and training across advisor segments.
Establish meaningful performance measures for marketing investment, adoption, engagement, lead generation, and return on investment.