Harrison Gray Search has partnered with a fast-growing multi-family office as they look to add a Marketing Manager to their team in Phoenix.

About the Firm:

Our client is a purpose-driven, multi-family office based in Phoenix, specializing in serving ultra-high-net-worth clients. Their team integrates wealth management, tax strategy, estate planning, and accounting to provide a holistic approach to financial well-being. Recognized as one of the best places to work for over a decade, they value work-life balance, professional growth, and community impact.

This role supports a fast-paced wealth management environment. The role includes creating and managing the firm’s marketing budget, crafting and implementing the marketing calendar, and overseeing marketing team members responsible for various activities, including client events, branding, content creation, and marketing campaigns.

Position Overview:

• Ensure the company is communicating the right message to existing and prospective clients. 
• Partner with firm leaders and relationship managers to understand marketing needs and execute marketing plans. 
• Partner with Compliance on all marketing-related activities. 
• Maintain and update existing marketing materials and client deliverables.
• Evaluate existing materials and develop new marketing materials or strategies.
• Manage and coordinate with team responsible for client and firm events, both in-person and virtual. 
• Update senior leadership on the progress of marketing activities, including defining and monitoring key metrics. 
• Assist with written content, including whitepapers, articles, social media, and the website.
• Generate ideas on how to market and create a client experience similar to other luxury brands.
• Identify and manage outsourced resources to execute marketing deliverables.

Preferred Qualifications:

• Bachelor’s degree required
• 5+ years of experience
• Excellent communication and listening skills
• Ability to work well in a fast-paced, team-oriented environment
• Superior organizational skills and ability to multitask
• Outstanding creative skills and exceptional attention to detail
• Experience with platforms such as Wufoo, Salesforce, and Adobe.

What makes this firm special:

• Career Growth: Opportunities for professional development and clear career paths within the firm.
• Collaborative Environment: Work alongside talented professionals in a supportive, team-focused culture.
• Work-Life Balance: Our client prioritizes balance for their employees. After an initial onboarding period, this role will be hybrid (3 days in office, 2 day WFH)

Compensation and Benefits:

• Competitive compensation commensurate with experience
• 401(k) with Safe Harbor Match.
• Four weeks of PTO starting immediately.
• Annual cell phone allowance.
• Medical coverage (90% of premiums are covered for both employees and dependents).
• HSA with annual employer contribution.