District Partners is representing one of the nation’s fastest-growing independent wealth management firms (~$60B+ AUM) in the search for a Head of Digital Marketing. This is a senior leadership opportunity to architect and execute a digital-first growth strategy across the enterprise—covering Wealth Management, Family Office, Financial Planning, Investments, and UHNW relationships.

The role reports directly to the Chief Marketing Officer and is responsible for building and scaling a best-in-class digital marketing engine focused on lead generation, pipeline acceleration, and measurable growth outcomes.

What You’ll Do:

• Lead the firm’s digital marketing strategy across all business lines, balancing enterprise brand cohesion with tailored approaches for segments (wealth management, UHNW/family office, institutional, and advisory channels)
• Define the digital value proposition, messaging frameworks, and audience journeys that convert prospects into clients
• Build and optimize multi-channel campaigns (SEO/SEM, paid media, programmatic, email, social, digital partnerships) with clear attribution to qualified leads, AUM growth, and client acquisition
• Design and manage ABM and digital field marketing programs that equip advisors and business development teams with inbound demand and measurable opportunity lift
• Own the firm’s marketing technology stack, CRM/automation workflows (Salesforce, Pardot/HubSpot), web platforms, and analytics tools
• Instrument robust funnel reporting and dashboards that quantify sourced and influenced pipeline, digital ROI, conversion rates, and client retention economics
• Deliver digital toolkits and templates that empower advisors to prospect and nurture digitally—email cadences, social sharing campaigns, proposal microsites, and compliant client engagement workflows
• Partner with subject matter experts to translate insights into scalable digital assets (webinars, gated white papers, digital events, video, and social campaigns)
• Orchestrate content syndication strategies that drive inbound demand and reinforce the firm’s brand as an authority in wealth management
• Manage a mix of in-house digital marketers, agencies, and platform partners
• Set performance standards, KPIs, and hold all contributors accountable for lead-gen outcomes
• Integrate compliant workflows and SEC Marketing Rule standards across all digital programs without sacrificing creativity, agility, or performance
• Reports to Chief Marketing Officer

What You’ll Bring:

• 10–15+ years of progressive digital marketing experience within Wealth Management, Family Office, or Private Wealth at a financial services organization (RIA, broker-dealer, private bank, or asset manager)
• Proven success building enterprise digital lead generation engines and translating marketing investments into quantifiable commercial outcomes
• Deep expertise across paid media, SEO/SEM, web, email, social, and marketing automation—plus strong understanding of attribution modeling, digital funnels, and A/B testing
• Fluency with marketing technology stacks (Salesforce, Pardot/HubSpot, GA4, marketing analytics platforms) and ability to drive adoption across large, distributed organizations
• Executive presence with strong collaboration skills—able to partner with C-suite, business development leaders, advisors, investment professionals, and compliance stakeholders
• High EQ, excellent communication skills, and a bias for action
• Our client does not provide visa sponsorship. Candidates must have full authorization to work in the United States without current or future sponsorship requirements

How Success Will Be Measured (first 12 months):

• Launch of a modernized, integrated digital marketing program producing qualified inbound leads across multiple business lines
• Measurable lift in advisor productivity and win rates from digital campaigns and enablement tools
• Robust reporting dashboards that transparently quantify pipeline impact, conversion, and ROI
• Clear operating rhythm between digital marketing, business development, advisors, and compliance
• A scalable digital foundation to support the firm’s continued national expansion

Location:

• Remote (MUST be U.S. based)
• Occasional travel for enterprise events, advisor meetings, and conferences