Strategist, Financial Advisor Client Marketing

Location: Chicago, IL; hybrid work model with time split between the office and home

Salary: $114,700–$194,900 USD annually, plus discretionary bonus opportunities and comprehensive benefits.

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 financial advisor marketing function and provide strategic direction, prioritization, mentoring, and cross-team coordination.
• Create and manage integrated marketing campaigns aligned with revenue, business, and sales goals.
• Develop campaign briefs, promotional content, paid and owned media tactics, email programs, webinars, and sales enablement collateral.
• Translate client and market insights into actionable multichannel strategies and advisor-focused messaging.
• Partner with sales, product, content, investment, and integrated campaign teams on thought leadership and campaign execution.
• Track milestones, report performance, analyze results, and optimize initiatives for lead generation, pipeline influence, engagement, and ROI.

Requirements

• 7–10+ years of experience focused on financial advisor marketing.
• Strong knowledge of financial markets, investment solutions, high-net-worth and ultra-high-net-worth clients, and advisor distribution channels including RIAs, wire houses, broker-dealers, independent, and bank channels.
• Experience managing cross-functional marketing projects from planning through execution with measurable results.
• Excellent written and verbal communication skills, including promotional, technical, headline, and advertising copywriting.
• Experience with professional social media platforms such as LinkedIn and marketing technology including Salesforce, Eloqua, Marketo, On24, and content management platforms.
• Bachelor’s degree in marketing, communications, or a related field; must be authorized to work in the U.S. without current or future employment-based visa sponsorship.

Culture & Benefits

• Flexible hybrid work model combining office and home working.
• Retirement benefits including 401(k) and pension, health and welfare benefits, and paid time off.
• Parental and caregiver leave, life and accident insurance, spending accounts, disability coverage, and well-being benefits.
• Potential discretionary bonus with an equity component.
• Collaborative and inclusive workplace with opportunities for internal mobility, accessible senior leadership, and community-focused philanthropy.