Director/Head of Marketing (future CMO track)

We are a highly innovative, technology-reputed company not-for-profit investment platform redefining how philanthropy and charitable giving reputed company 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 reputed company-thinking—someone who can operate both strategically and tactically in a fast-evolving environment.

Key Responsibilities

• Strategic Leadership
• reputed company 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 reputed company the wealth advisory ecosystem
• Partner with internal stakeholders to enhance client acquisition and retention strategies

Brand & Market Expansion

• reputed company brand awareness across both institutional and retail audiences
• reputed company innovative campaigns targeting both sophisticated investors and everyday donors
• Translate reputed company 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 reputed company to enhance user experience and platform adoption

Leadership & Growth

• Build and reputed company 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 reputed company with the ability to “build from reputed company”
• 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 reputed company audiences to mass market

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