Focus Financial Partners · 1 month ago
Managing Director, Head of Marketing and Sales Strategy
Boston, MA
Full-time
Onsite
Senior Level, Lead/Staff
$250K/yr - $300K/yr
10+ years expFocus Financial Partners is seeking a dynamic Head of Marketing and Sales Strategy to lead integrated marketing and sales initiatives. This role will drive brand strategy, optimize sales tools, and enhance client experiences while managing a small team and collaborating across the firm.
Asset ManagementFinanceFinancial ServicesWealth Management
Responsibilities
Execute a brand refresh for SCS Financial, aligning with Focus brand guidelines while crafting a differentiated brand identity tailored to UHNW clients
Oversee the redesign and ongoing optimization of the SCS website and social media channels for SEO, usability, and engagement
Develop compelling written and video content to showcase thought leadership and firm capabilities
Guide senior leaders and advisors in building their digital presence and personal brand
Build and execute a comprehensive sales enablement strategy, including lead generation, pipeline development, and sales collateral, leveraging AI capabilities and tools
Partner with the Private Client Group and other teams to create targeted campaigns and materials that support business development
Drive CRM adoption and optimization across the firm, ensuring data integrity, usage consistency, and actionable insights; partner with technology and operations team on optimizing AI capabilities within the CRM
Design, launch, and manage email marketing and outreach campaigns to prospects, clients, and centers of influence (COIs)
Design and implement a client feedback loop to inform service enhancements and innovation, and support client retention
Collaborate with cross-functional teams to improve client communication and engagement strategies
Oversee strategic event planning to deepen client relationships and showcase firm expertise
Champion a culture of continuous improvement in client experience, leveraging data and insights
Oversee firm spokespeople on media best practices and manage PR opportunities with a tailored, strategic approach
Oversee distribution of client communications and thought leadership through CRM and digital channels
Lead and mentor a small team of marketing and sales enablement professionals
Manage outsourced vendors and agencies to ensure high-quality execution and alignment with strategic goals
Qualification
Required
Bachelor's degree required
10+ years of experience in marketing, sales enablement, or related roles, ideally within wealth management
Proven ability to lead strategic initiatives while executing tactically
Experience with CRM platforms (e.g., Salesforce), marketing automation tools (e.g., Hubspot), and analytics platforms
Strong understanding of UHNW client expectations and the wealth management industry's compliance framework
Exceptional communication, collaboration, and leadership skills
Self-motivated, proactive, and committed to excellence
Preferred
MBA preferred
Benefits
Annual cash bonus
Comprehensive benefits package
Company
Focus Financial Partners
Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$85M2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M
Leadership Team
Michael Nathanson
Chief Executive Officer
Adam Birenbaum
President
Recent News
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