Moneta
Job Description
Qualifications, skills, and all relevant experience needed for this role can be found in the full description below. This role will lead the strategic direction and execution of all organizational marketing initiatives. This includes developing and incorporating comprehensive marketing strategies that align with our business goals. You will have the opportunity to work closely with cross-functional teams, leverage advanced marketing technologies, and significantly impact our firm's growth trajectory. Essential Responsibilities Lead the marketing team in creating and implementing comprehensive marketing campaigns, including media relations, digital strategies, and communication initiatives. Enhance Moneta's brand image, drive brand awareness, and promote the firm through targeted communications and marketing strategies. Collaborate effectively with other teams to ensure that marketing and communication efforts align with the firm's vision, mission, and strategic goals. Develop a national market presence strategy to expand into new markets and attract new clients and professionals. Develop and execute on the strategies to highlight Moneta's unique value proposition, including exceptional client experiences, professional expertise, cultural values, leadership, independent ownership, comprehensive service offerings, practice management, strategic planning capabilities, and appeal to successful RIA firms desiring independence. Oversee branding and communication initiatives, from strategy development and creative conception to copywriting and execution of both internal and external campaigns. Manage and produce a consistent flow of social media and website content that showcases the firm’s projects, people, culture, and community impact. Stay informed on industry news and trends to identify promotional opportunities and inspire the firm's ongoing work. Manage the marketing department's budget and financial resources efficiently. Qualifications: Bachelor's degree in business administration, marketing, or an equivalent field; Master’s level preferred 8+ years related experience Director-level leadership experience in a professional environment, including experience presenting to and collaborating with Partner-level executives Proficiency in public relations, business development strategies, client experience enrichment, analytics, and data-led marketing Demonstrated experience developing and leading a high-performing team Familiarity with marketing automation tools, customer relationship management (CRM) systems, and analytics platforms Must be authorized to work in the United States Additional Information Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families: Paid holidays Paid time off (PTO) Employer cost-shared medical and dental insurance Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance 401k Match – 50% of employee contributions up to 6% of compensation Discretionary annual profit-sharing bonus Paid parental leave Professional development reimbursement Paid volunteer time off (VTO) Employee referral incentive bonus program Onsite wellness programs & rewards Employee engagement activities Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.
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Qualifications, skills, and all relevant experience needed for this role can be found in the full description below. This role will lead the strategic direction and execution of all organizational marketing initiatives. This includes developing and incorporating comprehensive marketing strategies that align with our business goals. You will have the opportunity to work closely with cross-functional teams, leverage advanced marketing technologies, and significantly impact our firm's growth trajectory. Essential Responsibilities Lead the marketing team in creating and implementing comprehensive marketing campaigns, including media relations, digital strategies, and communication initiatives. Enhance Moneta's brand image, drive brand awareness, and promote the firm through targeted communications and marketing strategies. Collaborate effectively with other teams to ensure that marketing and communication efforts align with the firm's vision, mission, and strategic goals. Develop a national market presence strategy to expand into new markets and attract new clients and professionals. Develop and execute on the strategies to highlight Moneta's unique value proposition, including exceptional client experiences, professional expertise, cultural values, leadership, independent ownership, comprehensive service offerings, practice management, strategic planning capabilities, and appeal to successful RIA firms desiring independence. Oversee branding and communication initiatives, from strategy development and creative conception to copywriting and execution of both internal and external campaigns. Manage and produce a consistent flow of social media and website content that showcases the firm’s projects, people, culture, and community impact. Stay informed on industry news and trends to identify promotional opportunities and inspire the firm's ongoing work. Manage the marketing department's budget and financial resources efficiently. Qualifications: Bachelor's degree in business administration, marketing, or an equivalent field; Master’s level preferred 8+ years related experience Director-level leadership experience in a professional environment, including experience presenting to and collaborating with Partner-level executives Proficiency in public relations, business development strategies, client experience enrichment, analytics, and data-led marketing Demonstrated experience developing and leading a high-performing team Familiarity with marketing automation tools, customer relationship management (CRM) systems, and analytics platforms Must be authorized to work in the United States Additional Information Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families: Paid holidays Paid time off (PTO) Employer cost-shared medical and dental insurance Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance 401k Match – 50% of employee contributions up to 6% of compensation Discretionary annual profit-sharing bonus Paid parental leave Professional development reimbursement Paid volunteer time off (VTO) Employee referral incentive bonus program Onsite wellness programs & rewards Employee engagement activities Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.
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