At Integrity, we’re building a bold vision for the future of Wealth. As the Senior Director of Marketing, Wealth, you will serve as the strategic bridge between our Marketing organization and the Integrity Wealth leadership team, directly supporting the President of Integrity Wealth. In this highly visible role, you will shape and execute marketing strategies that drive business growth, enhance advisor engagement, and strengthen Integrity’s brand across the Wealth space.
You’ll oversee the development of go-to-market strategies, creative briefs, and strategic campaigns while leading a high-performing team to deliver flawless execution. From guiding strategic planning to ensuring seamless alignment across stakeholders, you’ll be at the forefront of translating business goals into marketing impact.
Let’s Talk Job Responsibilities
- Strategic Leadership
- Partner directly with the President of Wealth and senior stakeholders to set and align marketing priorities with overall business strategy.
- Lead the development and execution of strategic documentation, including Go-To-Market plans, creative briefs, and strategy briefs.
- Serve as a trusted advisor to leadership, providing insights and recommendations that shape organizational priorities.
- Team Leadership & Development
- Lead, mentor, and develop team members to build a high-performing, growth-oriented marketing function.
- Foster a culture of collaboration, accountability, and innovation across the team and broader organization.
- Budget & Resource Management
- Oversee Wealth marketing budgets, ensuring efficient allocation of resources and maximum ROI across campaigns, incentives, and events.
- Evaluate and prioritize initiatives to ensure alignment with strategic objectives and business outcomes.
- Execution & Collaboration
- Manage multiple concurrent projects, balancing delegation with hands-on leadership to ensure results.
- Collaborate across Creative, Channels, and Marketing Technology teams to deliver flawless, on-brand campaigns.
- Lead weekly marketing meetings with stakeholders to align on priorities, share progress, and adjust as needed.
- Advisor & Sales Enablement
- Design and deliver marketing strategies, sales support materials, and incentive programs that drive advisor engagement and product adoption.
- Partner with sales leaders to implement ROI-driven incentive contests and engagement campaigns.
- Oversee social media and content initiatives to extend brand presence and engagement.
- Measurement & Optimization
- Track and evaluate effectiveness of marketing initiatives, using data-driven insights to optimize strategies and outcomes.
- Monitor market trends and competitor activity to inform ongoing innovation and differentiation.
Your Experience And Skills
- 10+ years of marketing leadership experience in agency or corporate settings.
- Proven ability to lead teams, manage complex projects, and deliver measurable business outcomes.
- Strong knowledge of Wealth Management products (annuities, securities, alternatives).
- Exceptional communication and presentation skills with senior leaders and stakeholders.
- Strategic thinker with a client-service mindset and strong relationship-building skills.
- Proficiency in Microsoft Office; familiarity with project management platforms (Asana a plus).
- Flexible, resilient, and comfortable navigating fast-paced, evolving environments.
- Willingness to travel for key meetings and events.