About the position
We are seeking a highly experienced Marketing Manager to lead and execute the marketing strategies for a new initiative, which focuses on premium financing solutions for high-net-worth clients. This platform allows trusted advisors to offer their clients advanced wealth preservation strategies by leveraging Succession Capital Alliance's decades of experience in life insurance solutions for ultra-high-net-worth individuals. As the Marketing Manager, your primary responsibility will be to drive marketing efforts that build awareness, develop relationships, and support business growth through trusted advisor partnerships. You will work closely with account managers, sales teams, and trusted advisors to implement sophisticated planning solutions aimed at enhancing client relationships and acquiring new business.
Responsibilities
- Develop and execute strategic marketing plans to promote platforms, with a focus on high-net-worth and ultra-high-net-worth clients.
- Collaborate with account management teams to create customized marketing strategies for non-traditional firms and larger, high-margin cases.
- Manage and optimize digital marketing, content creation, and campaign management to generate leads and strengthen brand awareness.
- Work with internal teams and external partners to create marketing materials, case studies, and thought leadership pieces tailored to trusted advisors.
- Identify and develop relationships with key influencers within the trusted advisor community to grow engagement with all platforms.
- Track marketing performance metrics and prepare reports to measure campaign success and return on investment.
Requirements
- 10+ years of relevant marketing experience, ideally in financial services, wealth management, or premium financing sectors.
- Proven experience in account management, marketing strategy development, and execution in a B2B environment.
- Strong understanding of marketing to high-net-worth individuals and trusted advisors.
- Exceptional project management skills with the ability to handle multiple priorities in a fast-paced environment.
- Excellent communication, presentation, and relationship-building skills.
- Ability to collaborate cross-functionally and with external partners to execute initiatives effectively.
- Familiarity with digital marketing tools, CRM systems, and data analysis.
Nice-to-haves
- Previous experience in the life insurance or premium financing industries.
- Experience in working with ultra-high-net-worth clients or sophisticated financial planning solutions.
