Marketing Director

Essential Duties and Responsibilities:

The Marketing Director will lead the firm’s marketing strategy, shaping our brand presence and positioning in the professional services marketplace. This role is both strategic and hands-on, overseeing the development of integrated marketing programs that drive growth, strengthen client engagement, and amplify the firm’s reputation as a trusted advisor.

• Marketing Strategy & Leadership:

o Develop and execute an integrated marketing strategy aligned with firm priorities, growth goals, and client needs.

o Partner with senior leadership to ensure initiatives support business development and thought leadership objectives.

o Integrate and apply deep understanding of the private equity ecosystem to shape messaging, campaigns, and events that resonate with those key audiences.

o Define and manage the marketing budget, ensuring ROI across campaigns and activities.

o Own event strategy and execution across key industry and private equity conferences.

• Brand, Content & Thought Leadership:

o Elevate and protect the firm’s brand across all channels.

o Oversee the creation of high-quality content (articles, case studies, reports, newsletters, presentations) and thought leadership campaigns that highlight our expertise and differentiate us in the marketplace.

o Partner with data and analytics team to identify and promote our thought leadership.

• Digital Campaigns:

o Lead digital marketing, social media, email marketing, and SEO strategy.

o Design and oversee integrated campaigns, events, and sponsorships to engage target audiences and generate demand.

• Collaboration & Enablement:

o Partner with consultants and business development teams to create client-facing materials, proposals, and tools that enhance business development efforts and ensure consistent messaging.

o Implement AI tools to ensure efficient access and use of marketing content.

o Drive use of marketing content to support all BD efforts. Ensure marketing initiatives integrate and leverage with CRM

• Measurement & Optimization:

o Establish KPIs, track effectiveness of marketing programs, and provide reporting and insights to leadership.

o Recommend improvements and future investments based on data and market trends.

• Vendors & Internal Communication:

o Manage internal and external marketing resources, ensuring quality, timeliness, and brand alignment.

o Collaborate with HR on internal communications, swag, and employee engagement initiatives that support firm culture.

• Other:

o Perform related duties as assigned by supervisor.

o Maintain compliance with all company policies and procedures.

o Contribute to Summit’s award-winning company culture by promoting collaboration, transparency, and professional growth across teams.

Education and/or Work Experience Requirements:

• Bachelor’s degree in Marketing, Communications, Business, or related field (MBA preferred).

• 8–10+ years of progressive marketing experience, including leadership in a professional services or consulting environment.

• Demonstrated ability to build and execute integrated marketing strategies that drive brand visibility, business growth, and client engagement.

• Ability to be market-facing and represent Summit at conferences and key events.

• Will develop deep understanding of our target market and services.

• Proven experience leveraging AI and automation to ensure efficiencies within marketing function.

• Strong content strategy and storytelling skills, with proven experience in thought leadership and professional services marketing.

• Familiarity with digital marketing tools, analytics, SEO, and CRM/marketing automation platforms.

• Exceptional project management, communication, and collaboration skills.

• Excellent leadership and proactivity within the firm and externally in the market.

• Ability to operate at both strategic and tactical levels in a lean, entrepreneurial environment, with direct access to the CEO and firm leadership.

Preferred Qualifications:

• Prior experience leading marketing within a management consulting, high-growth firm.

• Experience working with or marketing to private equity firms and their portfolio companies.

• Experience with event strategy and execution.

• Demonstrated success in positioning firms or practices for growth through marketing and thought leadership.

Physical Requirements:

• Must be able to commute to the corporate office 1-2 days per week.

• Must be able to work independently and with a secure internet connection (when remote).

• Occasional travel if remote (company off-sites, industry events, etc.).

• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.

• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards.

• Must be able to lift and carry up to 25 pounds.