Marketing Manager – Enterprise & Strategic Segments

Father Gabriel Richard High School - Ann Arbor, Michigan

Marketing Manager leading strategy and execution for High Net Worth clients. Collaborating across teams to enhance Farther’s growth initiatives in financial services.

Posted 7/13/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and executing integrated marketing strategies for HNW and institutional audiences, with a strong focus on sales enablement and performance measurement. Proficient in leveraging marketing automation and AI-driven campaigns to enhance engagement and drive business outcomes.

Highest-signal resume keywords

HNW/UHNW Marketing ExperienceSales EnablementMarketing AutomationCampaign ExecutionContent Strategy

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Integrated Marketing PlansDigital CampaignsAI-Powered Drip CampaignsSales Materials DevelopmentPerformance Metrics Analysis

Soft Skills

Collaborative LeadershipOrganizational SkillsResults-Driven Mindset

Tools & Technologies

Marketing Automation ToolsEmail Marketing PlatformsWebinar Software

Industry Keywords

Financial ServicesWealth ManagementAsset ManagementInstitutional MarketingAdvisor Marketing

About the role

Key responsibilities & impact

Define and continuously refine segment positioning, messaging, and value propositions for HNW, UHNW, 401k plan sponsors, and institutional audiences, ensuring Farther shows up as a differentiated, modern partner
Actively participate in and enhance Farther's overall content strategy, ensuring segment needs are integrated into corporate and Advisor Marketing plans for maximum impact and consistency
Build and execute integrated HNW and institutional marketing plans and targeted digital campaigns that generate qualified leads and support conversion, balancing advisor-led initiatives, targeted campaigns, and corporate programs
Design, launch, and iterate multi-channel online campaigns (email, webinars, digital content), including AI-powered, automated drip journeys that nurture prospects and deepen engagement over time
Create scalable sales and advisor enablement materials (decks, one-pagers, playbooks, email templates, event-in-a-box kits) that help advisors consistently win sophisticated private-client and institutional mandates
Serve as the marketing point of contact for institutional sales materials, elevating the layout, structure, and answer quality of RFP-related content and presentations while the institutional team owns drafting and tracking
Stand up a practical operating rhythm in the first 90 days, grounded in clear KPIs and reporting, while establishing HNW as a formidable and clearly defined offering within Farther

Requirements

What you’ll need

5-8+ years of marketing experience in financial services, wealth or asset management, or a closely related environment, with direct exposure to HNW/UHNW and/or institutional audiences
Proven track record as a hands-on marketer who can both set segment strategy and personally execute campaigns, content, and sales materials, comfortable with a 70% execution / 30% strategy split initially
A results-driven mindset and fluency in linking marketing performance directly to core business outcomes (lead volume, conversion rate, revenue, and AUM)
Strong experience in sales enablement and go-to-market support, including building persuasive pitch materials that move complex, multi-stakeholder deals forward
Working knowledge of how to leverage marketing automation (e.g., for segmentation, personalization, send-time optimization, and automated drip journeys) and a demonstrated ability to design and manage AI-enabled drip campaigns at scale
Collaborative, organized, and comfortable leading cross-functional initiatives with Advisor Marketing, Corporate/Brand Marketing, Product, Investment Strategy, and institutional stakeholders, including moderate travel for key events and meetings

Benefits

Comp & perks

Full health benefits + 401(k) matching & Roth IRA options
Unlimited PTO