Senior Vice President, Marketing

Lincoln Investment•Fort Washington, PA

5d•Onsite

About The Position

Lincoln Investment is an independent broker dealer and registered investment advisor seeking a Senior Vice President (SVP), Marketing. This role is responsible for leading the strategic direction, development, and execution of all public relations, marketing, branding, and advisor engagement initiatives across the firm. The SVP, Marketing will also be responsible for corporate communications strategy to strengthen the firm’s market presence, support advisor recruiting and retention, and enhance the overall client and advisor experience. The role drives brand growth, advisor engagement, client acquisition support, and reputation management while ensuring adherence to compliance-defined procedures and all applicable FINRA, SEC, and regulatory requirements.

Requirements

Bachelor's degree in Marketing, Communications, Business, Finance, or related field preferred
10+ years of leadership experience in marketing and communications
Significant experience within financial services, preferably Broker/Dealer, Wealth Management, RIA, or Asset Management
Deep understanding of FINRA, SEC, and regulatory marketing requirements
Proven experience leading brand strategy, corporate communications, and advisor engagement initiatives
Strong executive presence with exceptional written and verbal communication skills
Demonstrated ability to lead cross-functional enterprise initiatives

Nice To Haves

Master’s degree (MBA preferred)
Experience supporting independent advisor platforms
Experience with advisor recruiting and transition marketing
Knowledge of wealth management technology and advisor practice management tools

Responsibilities

Develop and execute the firm’s enterprise-wide marketing strategy aligned with business growth objectives.
Lead brand positioning and reputation management across Broker/Dealer and RIA channels.
Identify opportunities to elevate the firm’s brand, market differentiation, and competitive positioning.
Serve as a strategic advisor to executive leadership on communications, messaging, and public relations.
Oversee corporate branding, digital presence, website strategy, social media, advertising, and thought leadership initiatives.
Drive advisor-facing marketing programs that support practice growth, client acquisition, and advisor engagement.
Manage campaign strategy for recruiting, retention, and advisor development initiatives.
Ensure consistency of brand standards across all internal and external communications.
Partner with field leadership to create scalable marketing solutions for financial advisors.
Support advisor recruiting, onboarding, and practice management through marketing and communications resources.
Enhance advisor adoption of firm platforms, products, services, tools, and growth programs.
Lead, mentor, and develop a high-performing marketing team.
Manage relationships, vendors, consultants, and marketing technology platforms.
Establish KPIs, performance metrics, and reporting to measure effectiveness and ROI.