Vice President of Marketing

Company Description

Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services. Still, our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.

Job Description

This role will lead the strategic direction and execution of all organizational marketing initiatives. This includes developing and incorporating comprehensive marketing strategies that align with our business goals. You will have the opportunity to work closely with cross-functional teams, leverage advanced marketing technologies, and significantly impact our firm's growth trajectory.

Essential Responsibilities

• Lead the marketing team in creating and implementing comprehensive marketing campaigns, including media relations, digital strategies, and communication initiatives.
• Enhance Moneta's brand image, drive brand awareness, and promote the firm through targeted communications and marketing strategies.
• Collaborate effectively with other teams to ensure that marketing and communication efforts align with the firm's vision, mission, and strategic goals.
• Develop a national market presence strategy to expand into new markets and attract new clients and professionals.
• Develop and execute on the strategies to highlight Moneta's unique value proposition, including exceptional client experiences, professional expertise, cultural values, leadership, independent ownership, comprehensive service offerings, practice management, strategic planning capabilities, and appeal to successful RIA firms desiring independence.
• Oversee branding and communication initiatives, from strategy development and creative conception to copywriting and execution of both internal and external campaigns.
• Manage and produce a consistent flow of social media and website content that showcases the firm’s projects, people, culture, and community impact.
• Stay informed on industry news and trends to identify promotional opportunities and inspire the firm's ongoing work.
• Manage the marketing department's budget and financial resources efficiently.
  
  

Qualifications

• Bachelor's degree in business administration, marketing, or an equivalent field; Master’s level preferred
• 8+ years related experience
• Director-level leadership experience in a professional environment, including experience presenting to and collaborating with Partner-level executives
• Proficiency in public relations, business development strategies, client experience enrichment, analytics, and data-led marketing
• Demonstrated experience developing and leading a high-performing team
• Familiarity with marketing automation tools, customer relationship management (CRM) systems, and analytics platforms
• Must be authorized to work in the United States
  
  

Additional Information

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:

• Paid holidays
• Paid time off (PTO)
• Employer cost-shared medical and dental insurance
• Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
• 401k Match – 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid parental leave
• Professional development reimbursement
• Paid volunteer time off (VTO)
• Employee referral incentive bonus program
• Onsite wellness programs & rewards
• Employee engagement activities
  
  

Moneta is a fiduciary fee-onlyRegistered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.