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)