Manager, Financial Advisor Client Marketing (Asset Management)

Location: Chicago, IL; hybrid work model with time split between the office and home. Applicants must be authorized to work in the U.S. without current or future employment-based visa sponsorship.

Salary: $137,400–$240,400 USD annual base pay, plus benefits and a discretionary bonus program that may include equity.

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Provide strategic direction for financial advisor marketing and partner with the Head of Client Marketing on team development, prioritization, collaboration, and execution.
• Create and lead integrated campaigns supporting revenue and business goals across financial advisor channels.
• Develop campaign briefs and manage paid and owned media tactics, content, sales enablement collateral, email, webinar, and digital programs.
• Translate client and market insights into multichannel strategies and partner with content, sales, product, investment, and campaign strategy teams on thought leadership and advisor engagement.
• Plan and manage projects end-to-end, including milestones, cross-functional coordination, stakeholder communication, and campaign rollout.
• Report on campaign performance, lead generation, pipeline influence, channel engagement, and ROI while developing the annual client marketing plan and monitoring market and competitive trends.

Requirements

• 7–10+ years of experience focused on financial advisor marketing.
• Strong understanding of financial markets, investment solutions, and the needs of high-net-worth and ultra-high-net-worth individuals and financial advisors.
• Strong understanding of advisor sales processes and intermediary third-party distribution channels, including wealth advisors, RIAs, wire houses, regional broker-dealers, independent, and bank channels.
• Experience leading and developing teams, managing performance, and aligning resources and priorities with business needs.
• Proven experience managing or supporting measurable cross-functional marketing projects from planning through execution, with strong attention to timelines and detail.
• Strong written and verbal communication skills, including superior promotional and technical writing, thought-provoking headlines, and compelling promotional copy.
• Experience managing and optimizing content on professional social media platforms such as LinkedIn, including tone, timing, and audience engagement.
• Strong strategic, analytical, creative, organizational, facilitation, problem-solving, decision-making, and planning skills; ability to work in a fast-paced, results-driven environment.
• Ability to work effectively in a matrixed organization, influence senior partners, facilitate discussions, and deliver work requiring minimal revision.
• Bachelor’s degree in marketing, communications, or a related field.

Nice to have

• Proficiency with Salesforce, Eloqua, Marketo, On24, and content management platforms.

Culture & Benefits

• Balanced hybrid work model with flexibility between office and home.
• Retirement benefits including 401(k) and pension, medical, dental, vision, spending accounts, and disability coverage.
• Paid time off, parental and caregiver leave, life and accident insurance, and additional voluntary and well-being benefits.
• Discretionary bonus program that may include an equity component.
• Flexible, collaborative, and inclusive workplace with accessible senior leaders, internal mobility, and community philanthropy opportunities.