Chief Marketing Officer

Part-Time Chief Marketing Officer (CMO) – Legacy Investment Services

Location: Hybrid (Appleton, WI preferred, remote considered)
Hours: 10–20 hours per week
Compensation: Competitive hourly rate or retainer, plus performance incentives for lead generation results

About Legacy Investment Services

Legacy Investment Services is a growing, family-founded wealth management firm specializing in advanced tax, retirement, and estate planning for high-net-worth clients and business owners. We do more than manage money. We help families build intentional legacies. Our clients value strategy, clarity, and trust, and we want our marketing to reflect that.

The Role

We are looking for a hands-on part-time CMO who can combine strategy with real execution. This person is not just here to advise. We need someone who can create, implement, and optimize campaigns that put qualified prospects on our calendar and nurture them into lifelong clients. You will work directly with our leadership team to grow assets under management and expand our brand presence both locally and online.

What You Will Do

• Develop and execute lead-generation strategies across digital and local channels
• Manage ad funnels (Facebook, Google, YouTube, LinkedIn) and track ROI
• Edit short-form videos and repurpose content for Reels, YouTube Shorts, and LinkedIn
• Oversee branding consistency across the website, email campaigns, and events
• Optimize automation systems (FMG Suite, GoHighLevel, Catchlight AI, etc.)
• Manage SEO, retargeting, and email nurture sequences
• Build high-converting webinar and landing pages with our advisory team
• Track the entire client lifecycle from first contact to ongoing relationship, ensuring consistent engagement, reactivation, and retention strategies
• Generate measurable calendar appointments with qualified investors

What We Are Looking For

• Proven experience generating leads for financial or professional service firms
• Proficiency in marketing automation tools
• Strong video editing and creative design skills (Canva, CapCut, Premiere, etc.)
• Familiarity with compliance and advertising guidelines in financial services
• Self-starter who can strategize and execute without micromanagement
• Strong reporting and analytics mindset focused on data-driven decisions

Why Legacy

• You will work directly with ownership and leadership on real strategy, not red tape
• We value measurable outcomes over corporate fluff
• You will help grow a firm with deep roots, strong culture, and big ambitions

To Apply:
Send your portfolio, 30 Day Sample of a marketing calander, examples of lead-generation success, and a short note on how you would get high-net-worth prospects on our calendar to jordancassiani@osaicwealth.com with the subject line: Part-Time CMO Application – [Your Name]

Job Type: Part-time

Pay: $25,000.00 - $81,269.39 per year

Expected hours: 10 – 20 per week

Work Location: Hybrid remote in Appleton, WI 54913