Director/Head of Marketing (future CMO track)
We are a highly innovative, technology-forward not-for-profit investment platform redefining how philanthropy and charitable giving intersect with sophisticated investment strategies. Our proprietary software platform enables seamless, flexible, and efficient management of charitable assets—offering capabilities that go well beyond traditional providers.
The Opportunity
This is a high-impact leadership role with a clear path to Chief Marketing Officer. You will take ownership of marketing strategy, brand positioning, and growth initiatives—while serving as a key relationship builder across high-net-worth individuals, family offices, wealth managers, and strategic partners.
We are looking for someone entrepreneurial, intellectually sharp, and forward-thinking—someone who can operate both strategically and tactically in a fast-evolving environment.
Key Responsibilities
• Strategic Leadership
• Develop and execute a comprehensive marketing strategy to expand from HNW clients to a broader national audience
• Position the firm as a leading tech-enabled alternative to traditional investment and philanthropic platforms
• Build scalable marketing infrastructure to support long-term growth
Relationship Management & Business Development
• Cultivate and manage relationships with high-net-worth individuals, family offices, wealth managers, and accountants
• Act as a “gatekeeper” and trusted connector within the wealth advisory ecosystem
• Partner with internal stakeholders to enhance client acquisition and retention strategies
Brand & Market Expansion
• Elevate brand awareness across both institutional and retail audiences
• Develop innovative campaigns targeting both sophisticated investors and everyday donors
• Translate complex financial and technological offerings into compelling, accessible messaging
Product & Technology Alignment
• Collaborate closely with product and technology teams to align marketing with platform capabilities
• Help communicate the advantages of the firm’s proprietary software and flexible investment solutions
• Contribute ideas to enhance user experience and platform adoption
Leadership & Growth
• Build and lead a high-performing marketing function over time
• Mentor junior team members and establish best practices
• Play a key role in shaping the firm’s long-term strategic direction
Qualifications
• 8–15+ years of experience in marketing, with exposure to financial services, fintech, philanthropy, or investment platforms
• Strong network and proven ability to engage with high-net-worth individuals and their advisors
• Experience working with or alongside: Wealth managers, RIAs, or private banks, Family offices or UHNW clients
• Entrepreneurial mindset with the ability to “build from zero”
• Creative, idea-driven thinker who challenges conventional approaches
• Comfortable operating in a high-growth, evolving environment
• Strong understanding of investments, banking, or financial products
• Background in fintech or technology-driven investment platforms
• Familiarity with investment or financial software platforms
• Prior exposure to software development or technical environments
• Experience scaling marketing efforts from niche audiences to mass market
The Opportunity
This is a high-impact leadership role with a clear path to Chief Marketing Officer. You will take ownership of marketing strategy, brand positioning, and growth initiatives—while serving as a key relationship builder across high-net-worth individuals, family offices, wealth managers, and strategic partners.
We are looking for someone entrepreneurial, intellectually sharp, and forward-thinking—someone who can operate both strategically and tactically in a fast-evolving environment.
Key Responsibilities
• Strategic Leadership
• Develop and execute a comprehensive marketing strategy to expand from HNW clients to a broader national audience
• Position the firm as a leading tech-enabled alternative to traditional investment and philanthropic platforms
• Build scalable marketing infrastructure to support long-term growth
Relationship Management & Business Development
• Cultivate and manage relationships with high-net-worth individuals, family offices, wealth managers, and accountants
• Act as a “gatekeeper” and trusted connector within the wealth advisory ecosystem
• Partner with internal stakeholders to enhance client acquisition and retention strategies
Brand & Market Expansion
• Elevate brand awareness across both institutional and retail audiences
• Develop innovative campaigns targeting both sophisticated investors and everyday donors
• Translate complex financial and technological offerings into compelling, accessible messaging
Product & Technology Alignment
• Collaborate closely with product and technology teams to align marketing with platform capabilities
• Help communicate the advantages of the firm’s proprietary software and flexible investment solutions
• Contribute ideas to enhance user experience and platform adoption
Leadership & Growth
• Build and lead a high-performing marketing function over time
• Mentor junior team members and establish best practices
• Play a key role in shaping the firm’s long-term strategic direction
Qualifications
• 8–15+ years of experience in marketing, with exposure to financial services, fintech, philanthropy, or investment platforms
• Strong network and proven ability to engage with high-net-worth individuals and their advisors
• Experience working with or alongside: Wealth managers, RIAs, or private banks, Family offices or UHNW clients
• Entrepreneurial mindset with the ability to “build from zero”
• Creative, idea-driven thinker who challenges conventional approaches
• Comfortable operating in a high-growth, evolving environment
• Strong understanding of investments, banking, or financial products
• Background in fintech or technology-driven investment platforms
• Familiarity with investment or financial software platforms
• Prior exposure to software development or technical environments
• Experience scaling marketing efforts from niche audiences to mass market