Senior Specialist, Wealth Management Marketing

Location: Chicago, IL, United States

Salary: $83,100–$141,300 USD per year

Company

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

What you will do

• Lead the strategy, planning, execution, measurement, and post-event evaluation of high-profile client experiences, sponsorships, and strategic philanthropy programs.
• Manage multiple marketing projects across assigned markets, including timelines, logistics, stakeholder alignment, vendors, venues, and external partners.
• Oversee marketing budgets through forecasting, reconciliation, expense management, and reporting.
• Partner with relationship managers, market leaders, sales, product, and marketing teams to create programs that support client engagement, brand awareness, and business growth.
• Develop digital marketing, lead generation, audience development, leadership messaging, public relations activities, and promotional content.
• Use Salesforce and other marketing technologies to track engagement, measure ROI, monitor results, and identify improvements.

Requirements

• 5–7 years of experience in marketing, event management, business development, or a related field, preferably in financial services or another relationship-driven industry.
• Strong project management, organizational, strategic thinking, problem-solving, communication, and stakeholder-influence skills.
• Demonstrated ability to lead complex events and marketing programs from concept through execution, measurement, and post-event evaluation.
• Experience using data and analytics to measure marketing effectiveness, evaluate ROI, and inform decisions.
• Proficiency with Microsoft 365 applications, including PowerPoint, Excel, Outlook, and Teams, as well as Adobe Creative Suite or comparable tools.
• Applicants must be authorized to work in the United States without current or future employment-based visa sponsorship.

Nice to have

• College or university degree or equivalent professional experience.
• Experience with Salesforce, Marketo, event management platforms, or other marketing technology solutions.
• Knowledge of wealth management clients, financial services products, marketing principles, and client engagement strategies.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leadership and opportunities for internal movement.
• Retirement benefits, including a 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance benefits.
• Paid time off, parental and caregiver leave, and voluntary well-being benefits.
• Discretionary bonus program that may include an equity component.
• Inclusive workplace with opportunities to support community philanthropy.