Director of Marketing
About The Position
Altair Advisers is an independent wealth advisory firm providing investment management, financial planning, and client education to individuals, families, foundations, and endowments. The Director of Marketing will help the firm tell its story, build visibility with approved target audiences, and create meaningful client and prospect experiences while preserving Altair’s high-touch, fiduciary culture. Working within owner-defined target markets and growth priorities, the Director will partner with the CEO, owners, Director of Business Development, senior client service leaders, and the Growth Committee. The role translates growth priorities into positioning, campaigns, client and prospect experiences, and a stronger digital presence. It combines strategic planning with hands-on creation, and includes using data, AI, and technology thoughtfully to expand the firm’s presence and support long-term growth. The Director will lead marketing strategy and execution, brand and digital presence, events and client experiences, analytics and marketing technology, and marketing staff. The position is based on a hybrid schedule averaging at least three days per week in the office.
Requirements
- 10–15 years of marketing leadership experience.
- Experience operating as both a strategic thought partner and a hands-on contributor in a small team.
- Strong understanding of UHNW clients and an adviser-driven growth model.
- Strong written and verbal communication skills and comfort working with senior advisers, firm leadership, and outside partners.
- Comfort with a hybrid schedule averaging at least three days per week in the office.
Nice To Haves
- Marketing leadership experience in wealth management or another professional services environment serving high-net-worth or ultra-high-net-worth clients.
- Experience building or significantly growing a firm’s digital and social media presence, brand positioning, and thought leadership in partnership with senior leadership.
- Curiosity and fluency with AI, marketing technology, analytics, CRM-enabled workflows, or other tools that can improve marketing effectiveness and insight.
Responsibilities
- Partner with firm leadership, owners, and the Growth Committee to understand approved target markets and growth priorities and recommend practical, creative ways to reach those audiences.
- Develop an annual marketing plan with measurable, adaptable recommendations for channels, campaigns, content, events, and digital engagement.
- Provide research, market insight, and recommendations to support owner-led decisions about positioning, messaging, and audience development.
- Identify opportunities to experiment with technology-enabled outreach, content distribution, segmentation, and audience engagement.
- Design distinctive client and prospect experiences, including signature events, brand touchpoints, and new-client welcome moments, in collaboration with the Client Service team.
- Partner with the Director of Business Development and Client Education on event and prospect-engagement strategies, including event volume, format, audience, topics, and follow-up opportunities.
- Ensure event and experience investments reflect the firm’s brand and support relationship depth and referral generation.
- Serve as a standing member of the Growth Committee and align marketing priorities with approved target markets, resource allocation, and initiative prioritization.
- Explain to advisers how marketing decisions support firm-level growth priorities, why channels or initiatives are recommended, and what advisers are expected to contribute.
- Coordinate with the Director of Business Development on event strategy, prospect touchpoints, and moving early prospect interest into active business-development follow-up.
- Lead the evolution of the firm’s digital and social media strategy to build visibility with approved audiences, including newer and younger audiences where aligned with firm priorities.
- Coordinate with the Client Education team to distribute and amplify thought leadership and educational content.
- Maintain a consistent brand presence across marketing channels, collateral, and client touchpoints in accordance with approved positioning and messaging.
- Oversee marketing infrastructure and day-to-day execution, including the website, SEO and AI optimization practices, collateral and branded materials, CRM marketing distribution lists, event marketing technology, and appropriate routing and response to website inquiries.
- Use AI and marketing technology to improve collateral development, segmentation, campaign planning, workflow efficiency, analytics, and measurement while exercising appropriate judgment and compliance awareness.
- Evaluate and apply AI and marketing technology to help the firm leverage its content, understand audiences, measure engagement, and operate efficiently.
- Build practical reporting and feedback loops to help leadership understand performance, resource allocation, and marketing’s contribution to broader growth goals.
- Balance innovation with discretion, professionalism, and compliance awareness in a high-net-worth wealth advisory environment.
- Lead and develop marketing support staff, set direction, improve execution quality, and encourage ideas and operational improvements.
- Help shape the future structure, capabilities, and technology needs of the marketing function.
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
