CHIEF MARKETING OFFICER
Remote or Skokie, Illinois | Wealth Management
THE OPPORTUNITY Build the marketing and client experience platform for a growing wealth management firm. This newly created executive role will set strategy, create scalable programs and processes, and develop the team and resources needed to support long-term growth.
PRIMARY AREAS OF IMPACT
CLIENT EXPERIENCE
Create a consistent, differentiated, high-touch journey from onboarding through long-term engagement.
REFERRALS & ADVOCACY
Build repeatable programs that turn strong client relationships into introductions, partnerships, and organic growth.
BRAND & MARKET PRESENCE
Strengthen positioning, messaging, thought leadership, and visibility with affluent and high-net-worth families.
KEY RESPONSIBILITIES & QUALIFICATIONS
WHAT YOU WILL DO
• Develop and execute an integrated marketing and client experience strategy aligned with growth objectives.
• Build scalable standards for onboarding, communications, events, engagement, and relationship management.
• Equip advisors with programs and tools that generate introductions and deepen client and center-of-influence relationships.
• Lead brand, content, digital, social media, thought leadership, events, advertising, and other appropriate channels.
• Establish metrics and accountability for client experience, marketing activity, referrals, and results.
• Assess partners, technology, processes, and resources; manage an initial marketing budget of approximately $200,000.
• Determine resource needs and build and lead the marketing function as the organization grows.
WHAT YOU BRING
• Senior leadership experience across marketing, client experience, brand, growth, or related disciplines.
• Demonstrated success building or transforming a marketing, client experience, or growth function.
• A record of converting strategy into implementation, measurement, and meaningful results.
• Experience with referral, advocacy, loyalty, partnership, or organic growth strategies.
• Strong brand positioning skills and experience partnering with advisors, sales, business development, or other revenue-generating professionals.
• Ability to manage budgets, external partners, competing priorities, talent needs, and team growth.
• Strong executive presence, communication, project leadership, collaboration, and follow-through.
THE LEADER WHO WILL THRIVE
A builder and business leader who can assess the current environment, establish priorities, challenge existing thinking respectfully, and create structure where it does not yet exist. The ideal candidate is equally comfortable shaping strategy with executive leadership and rolling up their sleeves to drive execution. Financial services experience is not required; experience in a sophisticated, relationship-driven organization is more important.
This is a true building opportunity for a leader who wants to create a scalable platform for exceptional client experience and future growth.
