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Marketing Director – Change the Game. Drive Growth. Lead the Shift.

Location: Sandy, Utah (In-Office Only)

You’ve mastered the art of marketing in the financial world. You’ve seen what works—and more importantly, what doesn’t. You’re not interested in treading water anymore. You're ready to build. To lead. To transform.

This is the role that changes everything.

If you’re a growth-minded, advisor-savvy, results-obsessed marketing leader who knows how to move an organization from passive service to active production —this is your moment. This isn’t about maintaining the status quo. It’s about reinventing how things are done.

This role is for you if:

• You’re tired of “marketing” that’s really just customer service in disguise.
• You believe in building relationships , not just generating leads.
• You know the FMO/IMO/RIA space—and how to turn advisor relationships into business growth .
• You crave the chance to own the strategy, lead the charge, and make measurable impact .

What you’ll lead and launch:

• A bold new advisor engagement strategy that shifts the company into a proactive, production-first powerhouse.
• Full-cycle marketing campaigns that don’t just “touch” advisors—but convert them, retain them, and deepen their commitment.
• A complete cultural shift—from reactive to intentional, from maintenance to momentum.
• Clear, effective, and engaging communication strategies that make consolidation a no-brainer.
• A direct line of influence with decision-makers , driving transformation at scale.

This is a high-responsibility role for a high-impact leader.

You bring:

• 5+ years of real success in financial marketing, business development, or advisor engagement.
• Experience inside FMOs, IMOs, or RIAs? That’s gold.
• A builder’s mindset. A leader’s influence. A strategist’s discipline.
• Comfort with CRMs, marketing automation, and data that drives decisions.
• A voice advisors listen to—and trust.

This is your invitation.

To do the work that actually matters.

To build something lasting.

To grow something real.

And to leave your mark on a company that’s moving into its next, best chapter—with you at the helm.

In-office. Full-time. Fully committed. Sandy, Utah.

The opportunity is real.

The challenge is exciting.

The impact is massive.

Apply now.