Portfolio Marketing Leader / Director
About The Position
The Director - Portfolio Marketing – Leader leads GTM strategy for one of the firm’s main business lines (Assurance, Tax, Advisory). This role is responsible for accelerating revenue growth, pipeline creation, and demand generation for the business line. This senior-level marketing role shapes GTM strategy, defines target segments and buyer journeys, and builds integrated, full-funnel programs that convert awareness into qualified demand and measurable revenue. This position partners closely with Portfolio Marketing leaders as well as business and industry leaders to prioritize growth plays, develop differentiated messaging and offers, and allocate marketing investment based on performance. This role analyzes KPIs, improves marketing performance, and drives continuous optimization across campaigns, events, and digital channels. This role manages a team as well as works with external partners to deliver scalable programs, consistent execution, and clear reporting tied to leads, pipeline, win rates, and revenue outcomes. This position will oversee marketing strategy for the firm’s Advisory business. This senior-level marketing role is responsible for accelerating revenue growth, pipeline creation, and demand generation for the Advisory practices.
Requirements
- Bachelor’s degree, required; with a focus in Marketing, Communications, English, Journalism, or Business Administration, preferred
- Master’s degree in Business Administration, Marketing, or Analytics, preferred
- Ten (10) years of marketing experience within a professional services firm, required
- Five (5) years of experience leading demand generation strategy tied to pipeline and revenue outcomes, required
- Five (5) years of experience leading integrated campaigns across digital, ABM, email, web, and events, required
- Three (3) years of experience with marketing performance measurement tied to sourced and influenced pipeline and revenue, required
- Three (3) years of people leadership experience with performance management and coaching, required
- Experience supporting Assurance, Tax, Advisory Services, or industry marketing within a public accounting firm, preferred
- Experience in a Big Four or national/regional accounting firm, preferred
- Microsoft Office Suite, required
- Demonstrated ability to build revenue-focused marketing strategies with measurable pipeline and revenue impact
- Advanced knowledge of full-funnel demand generation, lifecycle marketing, and marketing-to-sales alignment
- Strong financial and analytical acumen; ability to forecast, measure, and optimize marketing investment and ROI
- Expertise in positioning, messaging architecture, and offer development for complex professional services
- Ability to lead cross-functional execution in a matrix environment with clear prioritization and accountability
- Strong executive presence with ability to influence senior stakeholders and drive decisions using data
- Advanced project and program management capabilities across multiple concurrent initiatives and deadlines
- Ability to establish repeatable processes for campaign planning, launch readiness, measurement, and optimization
- Driven self-starter with a proactive approach to serving professionals at all levels
- Demonstration of high level of understanding and application of principles and practices of program management with minimal supervision
Nice To Haves
- CRM platform experience (Microsoft Dynamics 365, Salesforce), preferred
- Analytics and reporting tools (Power BI, Google Analytics), preferred
- AI fluent, preferred
Responsibilities
- Leads GTM strategy development, integrated planning, and execution to achieve revenue growth, pipeline targets, and market share objectives
- Partners with business, industry, and portfolio marketing leadership to prioritize growth initiatives, campaign roadmaps, and activation plans
- Reviews and analyzes KPI frameworks, dashboards, and performance tied to pipeline and revenue impact and adjusts GTM strategy based on performance and revenue/pipeline targets
- Designs segmentation, buyer persona, and buyer journey strategies; aligns messaging architecture and value propositions to priority audiences and needs
- Directs event and sponsorship strategy as a demand channel; integrates events into full-funnel plans and ensures measurable post-event conversion and follow-up
- Establishes event ROI plans including target lists, invitation strategy, attendee qualification, and post-event nurture
- Oversees development of key GTM full funnel campaigns, content strategy and editorial plans aligned to growth priorities, offers, and sales plays; ensures content supports each funnel stage
- Reviews and approves marketing materials to ensure brand alignment, audience relevance, compliance readiness, and measurable calls-to-action
- Develops strategic relationships with leaders + stakeholders
- Understands the business landscape and provides proactive market research assessments and strategic GTM recommendations
- Takes a leadership role in driving best practices and bringing new capabilities to the practices
- Leads, coaches, and develops marketing team members; sets performance goals aligned to growth outcomes and capability development
- Discusses staffing recommendations with the Portfolio Marketing leader and participates in the interview process as needed
- Manages relationships with agencies and vendors; sets scopes, performance expectations, and measurement requirements tied to business results
- Ability to travel as needed
- Other duties as required
Benefits
- ESOP company
- Flexibility and opportunities for advancement
- Total Rewards benefits offerings
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What This Job Offers
Job Type
Full-time
Career Level
Director
