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Director of Marketing
JOB SUMMARY
The Director of Marketing leads the execution and evolution of the firm’s advisor marketing experience, ensuring brand clarity, communication quality, and client-facing consistency across teams and offices.
The Director of Marketing leads the execution and evolution of the firm’s advisor marketing experience, ensuring brand clarity, communication quality, and client-facing consistency across teams and offices.
This role operates between strategic leadership and execution — partnering with firm leadership to shape priorities while guiding advisor teams and coordinating internal marketing resources. The Director establishes structure, improves processes, and elevates how the firm communicates and presents itself to clients and prospects.
Success in this role comes from influence, judgment, and operational leadership rather than technical channel expertise.
What Success Looks Like:
- Advisors communicate with clients and prospects in a clear, professional, and consistent manner across the firm
- Marketing operates proactively through defined processes rather than reactive requests
- Client and advisor events reinforce brand quality and relationship depth
- Leadership has visibility into marketing priorities, capacity, and impact
- The marketing team works efficiently with fewer last-minute escalations
- The firm’s overall presentation and reputation measurably improves over time
JOB DUTIES AND RESPONSIBILITIES:
Marketing Leadership & Program Ownership
- Translate firm priorities into clear marketing initiatives and operating plans
- Establish and maintain marketing processes, workflows, and service standards
- Prioritize competing requests and allocate marketing resources effectively
- Identify opportunities to improve how teams communicate and present themselves
- Provide recommendations to leadership regarding messaging and positioning
Advisor Partnership & Influence
- Serve as senior marketing partner to advisor teams and office leaders
- Partner with compliance to guide advisors on communication strategy, materials, and client engagement approach
- Help shape thought leadership and public presence of advisors
- Redirect or refine requests to maintain brand alignment and effectiveness
- Balance personalization with firmwide consistency
Brand & Communication Quality
- Own the consistency and clarity of firm messaging across channels
- Oversee review of client-facing materials, presentations, and communications
- Develop frameworks for repeatable communications and campaigns
Client & Advisor Experience
- Oversee marketing approach to events and key client interactions
- Elevate meeting, presentation, and event experience standards
- Ensure communication planning surrounds major initiatives and touchpoints
Team & Operational Coordination
- Provide direction to marketing coordinator and coordinate execution priorities
- Partner with the CMO on strategic initiatives and capacity planning
- Improve internal visibility of marketing work and timelines
- Develop scalable processes as the firm grows
REQUIRED QUALIFICATIONS:
- 5+ years in marketing, communications, or brand leadership within a relationship-driven industry
- Experience guiding stakeholders and influencing decisions without direct authority
- Strong written communication and messaging instincts
- Demonstrated ability to create structure and improve workflows
- Comfortable interacting with senior professionals and leadership
- Highly organized with strong prioritization judgment
PHYSICAL DEMANDS:
- Ability to work in a traditional professional office setting or remote equivalent
- Prolonged periods of sitting at a desk and working on a computer
- Advanced computer skills and ability to effectively operate computer equipment, software systems and databases
- Work schedule may vary and is determined by project schedules
- Ability to efficiently operate all job-related office equipment
- Ability to communicate via telephone, computer and work in virtual teams
- Must be able to lift up to 15 pounds at a time
- Ability to travel using personal vehicle to other office locations as needed
-S-
About SageSpring:
This is an exciting opportunity to join a Forbes’ Best-In-State Wealth Advisors recipient, and the Tennessean’s Top Workplace for the last five consecutive years (2020-2024). Since 2002, our purpose has remained the same: to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Don’t miss your opportunity to work with a high performing team in a positive, energetic environment where you’ll know you’re truly appreciated and making a difference.
Rewards & Culture:
- Great Benefits – Including: Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays.
- #1 Culture – Join and grow in an award-winning culture where you’ll look forward to Monday.
- Inspiring Leadership – Our leaders truly embody the definition of servant leadership. They inspire our teams to flourish thought an energetic, positive, fun, and highly supportive work environment.
- Team Engagement – Build genuinely special relationships and bonds throughout your team and across the company and partners.
- High Performance - Our motto, “Humble, Hungry, and Smart,” is truly exemplified from the top down.
- Continuing Education - Let us help you transform your career goals and educational accomplishments into opportunities and successes.
- Community Involvement – We’re passionate about supporting our community and encourage each office to choose a charity or cause to champion.
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform this position.
Employees must conduct business in accordance with applicable laws, regulations, professional standards and ethical standards and report potential compliance or ethical issues to a manager or the Human Resources Department.
SageSpring Wealth affirms our commitment to make reasonable accommodations for employees with disabilities, unless the accommodation would impose an undue hardship on the operation of our business. Please see the Human Resources Department for additional information.
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