Marketing Manager – Integrations

Role Overview

• Serve as the marketing lead from signed LOI through 90+ days post-close, translating deal complexity into clear, actionable integration plans.
• Share accountability for both strategic direction and day-to-day execution across integrations.
• Partner with M&A, Integration, Advisor Services, Technology, and Leadership teams to align marketing strategy with broader transition objectives.
• Provide executive-level clarity on integration risks, readiness, and growth opportunities.
• Surface potential friction points early and proactively escalate where necessary.
• Operate effectively in ambiguous situations where prior models may not exist.
• Work collaboratively across teams to solve integration challenges in real time, ensuring alignment within our offerings, while minimizing exceptions where possible.
• Align marketing onboarding to measurable growth outcomes — not just brand transition.
• Identify early-stage New Client New Money (NCNM) and Existing Client New Money (ECNM) activation opportunities.
• Support the development of a structured growth roadmap for each acquired firm.
• Identify repeatable revenue levers across integrations and formalize them into scalable playbooks.
• Track and report on KPIs including onboarding timelines, early marketing adoption, and growth activation milestones.
• Lead marketing diligence and readiness assessments pre‑close, partnering with M&A and Integration to shape integration strategy, resourcing, and growth expectations before APA.
• Assess prior marketing strategy, spend, brand positioning, client experience, digital presence, vendor dependencies, and growth potential.
• Lead, coach, and develop two onboarding project managers to operate with increasing autonomy and accountability.
• Establish clear performance expectations, deadlines, and execution rigor.
• Continuously evolve and standardize the marketing integration framework to support larger, more complex acquisitions.

Requirements

• Bachelor’s degree in Marketing, Business, or related field; or equivalent professional experience
• 7+ years of experience in marketing, M&A integration, operations, or complex project leadership
• Experience in financial services, wealth management, or advisor marketing strongly preferred
• Demonstrated ability to lead cross-functional initiatives in high-growth environments
• Proven experience managing and developing team members
• Strong executive presence and ability to influence senior stakeholders
• Experience navigating ambiguity and driving clarity without complete information
• Strong operational discipline with a bias toward action
• AI-savvy mindset with interest in leveraging automation and systemization to increase scale
• Exceptional written, verbal, and presentation skills
• Highly organized, deadline-driven, and comfortable managing multiple integrations simultaneously
• Experience working on M&A integrations or founder-led firm transitions preferred
• Salesforce or CRM system experience
• Marketing automation and digital platform experience
• Change management, onboarding, or training program development
• Advanced project workflow documentation and dashboard reporting experience

Benefits

• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)