Director of Marketing

Sendero Wealth Management•San Antonio, TX

2d•Onsite

About The Position

Sendero Wealth Management is a privately owned, partner-led registered investment advisor headquartered in San Antonio, Texas. Founded in 2008, we serve multigenerational families, entrepreneurs, women, professionals, institutions, and charitable organizations with an institutional, fiduciary approach to preserving, protecting, and growing wealth. As a majority-employee-owned firm, our partners are engaged in every aspect of the business, including direct client relationships. The Director of Marketing leads the firm’s marketing strategy, technology, and measurement, and is responsible for both setting direction and executing the work. Reporting to firm leadership and working closely with the business development team, this role owns the firm’s brand, content, and marketing systems across its client segments. Marketing responsibilities are currently distributed across an experienced full-time marketing professional, an outside production agency, and firm leadership; this role consolidates that work under a single owner who develops the strategy and produces the materials that support client acquisition, client engagement, and firm growth.

Requirements

Bachelor’s degree in marketing, business, communications, or a related field
Minimum 7 years of marketing experience, with direct experience in wealth management or financial services
Working knowledge of compliance review, advisor dynamics, long sales cycles, and referral-led growth
Hands-on marketing automation experience, including building workflows, campaigns, reporting, and email deployments
Strong writer and editor who produces and refines content directly rather than directing others
Demonstrated strategic judgment, connecting activity to outcomes and defending decisions to cut what does not work
Track record managing editorial calendars and content production, including sourcing material from busy subject-matter experts
Experience leading people and directly managing team members
Proficiency with CRM systems, marketing automation platforms, and Microsoft Office
Web content management systems experience

Nice To Haves

Experience working in an RIA or fiduciary environment
Event and community program experience
PR agency management
CRM migration and data hygiene experience
Salesforce experience
HubSpot experience
WordPress experience

Responsibilities

Develop and execute the firm’s marketing strategy across its client segments, aligned with firm growth objectives and business development targets
Connect marketing activity to business outcomes and reallocate resources away from what does not perform
Maintain a data-driven approach to decision-making, using analytics to refine strategy and improve results
Manage and report on the marketing budget
Select and manage key marketing vendors and optimize the service provider ecosystem
Provide leadership, management, and career development for the marketing team members
Produce and edit content across brochures, white papers, web copy, social media, email, and campaigns, in collaboration with the subject-matter experts when needed
Own the editorial calendar and production process, including sourcing strong material from partners and advisors whose time is limited
Maintain a consistent brand voice and visual identity across all print and digital materials
Maintain the firm’s website, keeping pages current and coordinating updates with the outside production agency
Own quality control to ensure every print and digital piece is free of typos, formatting errors, and outdated figures
Collaborating with the Compliance team to ensure all client-facing material meets compliance and SEC Marketing Rule requirements before release
Select, implement, and maintain the firm’s marketing automation platform, including workflows, campaigns, email deployments, and reporting
Manage and maintain the marketing aspect of CRM in coordination with business development
Plan and execute multi-channel marketing campaigns across email, social media, events, and content
Manage lead generation and nurture programs that move prospects through the pipeline, in coordination with business development
Partner with advisors, partners, and the investment team to develop recurring engagement campaigns for clients and referral relationships
Plan and execute firm events and client experiences that support community engagement and brand visibility
Support the firm’s presence with centers of influence and across the Central and South Texas communities