MAI Capital Management
Senior Marketing Manager — Wealth Management
MAI Capital Management, Independence, Ohio, United States, 44131
Base Pay Range
$120,000.00/yr - $170,000.00/yr
General Job Description MAI Capital Management, one of the largest and fastest-growing RIAs in the country, is looking for an experienced leader to own marketing for our core Wealth business segment within a 60B+ national platform. Reporting directly to the CMO, this leader will play a key role in defining the segment’s value proposition, building a scalable marketing engine, and driving organic growth across acquisition, expansion, and retention.
This is a hybrid position that can be based in either Los Angeles, CA or Cleveland, OH offices. Remote candidates that meet the qualifications, but do not live near LA or Cleveland, will also be considered.
Major Duties and Responsibilities
Segment Ownership & Strategy: Set and execute the marketing strategy for the Wealth Management business segment, including positioning, value propositions, audience personas, and differentiated messaging for clients, advisors, COIs, sports verticals.
Build and steward a “brand within a brand” that balances enterprise cohesion with segment‑specific identity and experiences.
Integrated Campaigns & Channels: Architect and run end‑to‑end campaigns across content, digital, email, social, paid media, events, PR, and partnerships with objectives tied to pipeline, AUM growth, and client retention.
Develop ABM and field marketing programs that generate qualified prospect meetings and accelerate opportunity.
Advisor Enablement: Build toolkits that help advisors win, including segment decks, case studies, competitive positioning, proposal templates, and activation playbooks for COIs such as attorneys, CPAs, and multifamily offices.
Thought Leadership & Content Studio: Own the editorial calendar for relevant topics and partner with internal SMEs to turn insights into reports, white papers, videos, webinars, etc.
Client Experience & Events: Design small and large‑scale client event experiences that reinforce trust, deepen relationships, and create referral momentum.
M&A and Growth Initiatives: Lead launch and integration marketing for acquired teams within the segment, including brand migration, change communications, and go‑to‑market plans.
Data, Insights & Reporting: Instrument channel and funnel analytics, define KPIs, and stand up dashboards that quantify sourced and influenced pipeline, meeting conversion, time‑to‑close, retention, and share‑of‑wallet.
Compliance Partnership: Embed compliant workflows and creative review practices aligned to SEC Marketing Rule without sacrificing creativity or speed.
Experience / Credentials
BA degree in Communications, Marketing, Journalism, or relevant field.
7–10+ years of progressive marketing experience in wealth management, private wealth, or a private wealth division of a financial services organization.
Demonstrated success owning a high‑stakes segment or portfolio and building integrated programs that drive measurable commercial outcomes.
Fluency across the modern marketing stack (CRM and marketing automation such as Salesforce, HubSpot; analytics such as GA4/BI) and ability to translate data into executive‑ready insights.
Strong brand architecture, narrative development, and “editor‑in‑chief” caliber content leadership.
Experience partnering with senior executives, advisors, portfolio managers, tax/estate experts, legal/compliance, and business development.
High EQ, excellent writing and storytelling, and a bias for action.
Competencies
Thrives in a fast‑paced, dynamic, team‑based environment and works well with others to resolve conflicts.
Strong organizational and interpersonal skills with a demonstrated commitment to teamwork and partnerships.
Strong attention to detail, editorial guidelines, and process orientation.
Proficient in designing graphic content using Illustrator, InDesign, Canva, or similar tools.
Excellent oral and written communication skills.
Demonstrated problem‑solving, analytical, and project‑management abilities.
Strong data analysis skills focused on evaluating marketing effectiveness.
Ability to manage vendors and partners while maintaining high ethical standards and confidentiality.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Marketing and Sales
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General Job Description MAI Capital Management, one of the largest and fastest-growing RIAs in the country, is looking for an experienced leader to own marketing for our core Wealth business segment within a 60B+ national platform. Reporting directly to the CMO, this leader will play a key role in defining the segment’s value proposition, building a scalable marketing engine, and driving organic growth across acquisition, expansion, and retention.
This is a hybrid position that can be based in either Los Angeles, CA or Cleveland, OH offices. Remote candidates that meet the qualifications, but do not live near LA or Cleveland, will also be considered.
Major Duties and Responsibilities
Segment Ownership & Strategy: Set and execute the marketing strategy for the Wealth Management business segment, including positioning, value propositions, audience personas, and differentiated messaging for clients, advisors, COIs, sports verticals.
Build and steward a “brand within a brand” that balances enterprise cohesion with segment‑specific identity and experiences.
Integrated Campaigns & Channels: Architect and run end‑to‑end campaigns across content, digital, email, social, paid media, events, PR, and partnerships with objectives tied to pipeline, AUM growth, and client retention.
Develop ABM and field marketing programs that generate qualified prospect meetings and accelerate opportunity.
Advisor Enablement: Build toolkits that help advisors win, including segment decks, case studies, competitive positioning, proposal templates, and activation playbooks for COIs such as attorneys, CPAs, and multifamily offices.
Thought Leadership & Content Studio: Own the editorial calendar for relevant topics and partner with internal SMEs to turn insights into reports, white papers, videos, webinars, etc.
Client Experience & Events: Design small and large‑scale client event experiences that reinforce trust, deepen relationships, and create referral momentum.
M&A and Growth Initiatives: Lead launch and integration marketing for acquired teams within the segment, including brand migration, change communications, and go‑to‑market plans.
Data, Insights & Reporting: Instrument channel and funnel analytics, define KPIs, and stand up dashboards that quantify sourced and influenced pipeline, meeting conversion, time‑to‑close, retention, and share‑of‑wallet.
Compliance Partnership: Embed compliant workflows and creative review practices aligned to SEC Marketing Rule without sacrificing creativity or speed.
Experience / Credentials
BA degree in Communications, Marketing, Journalism, or relevant field.
7–10+ years of progressive marketing experience in wealth management, private wealth, or a private wealth division of a financial services organization.
Demonstrated success owning a high‑stakes segment or portfolio and building integrated programs that drive measurable commercial outcomes.
Fluency across the modern marketing stack (CRM and marketing automation such as Salesforce, HubSpot; analytics such as GA4/BI) and ability to translate data into executive‑ready insights.
Strong brand architecture, narrative development, and “editor‑in‑chief” caliber content leadership.
Experience partnering with senior executives, advisors, portfolio managers, tax/estate experts, legal/compliance, and business development.
High EQ, excellent writing and storytelling, and a bias for action.
Competencies
Thrives in a fast‑paced, dynamic, team‑based environment and works well with others to resolve conflicts.
Strong organizational and interpersonal skills with a demonstrated commitment to teamwork and partnerships.
Strong attention to detail, editorial guidelines, and process orientation.
Proficient in designing graphic content using Illustrator, InDesign, Canva, or similar tools.
Excellent oral and written communication skills.
Demonstrated problem‑solving, analytical, and project‑management abilities.
Strong data analysis skills focused on evaluating marketing effectiveness.
Ability to manage vendors and partners while maintaining high ethical standards and confidentiality.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Marketing and Sales
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