Director of Marketing

Oakland, California

Infinity Financial Services
Apply for this Job

We are looking for a strategic, self-directed marketer with a deep understanding of the wealth management industry and a strong command of positioning, messaging, and digital campaign execution. The ideal candidate is capable of working independently, aligning marketing efforts with firm-wide growth goals, and delivering measurable results across multiple channels.

Responsibilities:

  • Design and execute digital campaigns targeting independent financial advisors for recruitment.
  • Define and manage Infinity's brand identity across web, social media, email, and other digital platforms.
  • Build and manage a content calendar that supports advisor outreach and firm messaging.
  • Leverage AI tools (eg. ChatGPT) to scale content production for social media, blogs, and advisor-facing collateral.
  • Implement and oversee campaign tracking systems to evaluate performance and optimize strategy.
  • Provide light oversight of website updates and ensure messaging aligns across touchpoints.
  • Collaborate closely with firm leadership to integrate marketing strategy with broader business goals.

Requirements:

  • 5+ years of marketing experience, with at least 2 years in the financial services or wealth management.
  • Strong understanding of the independent advisor landscape (RIA, hybrid, or BD platforms).
  • Demonstrated success in digital growth marketing and advisor acquisition campaigns.
  • Experience using AI content tools and digital marketing platforms.
  • Excellent writing and positioning skills: ability to craft clea, compliant, and persuasive messaging.
  • Comfort working independently and owning the full marketing lifecycle from strategy through execution.
  • Familiarity with FINRA/SEC communications is a plus

Engagement Terms:

  • Independent contractor (1099)
  • Full-time to start during campaign development and launch phase (30-40 hours/week)
  • Role will be re-evaluated based on performance and KPIs, with opportunity for permanent hire.
  • Remote, with flexible hours and direct collaboration with firm leadership
  • Compensation based on experience and engagement scope
Date Posted: 08 May 2025
Apply for this Job