Director, Wealth Management Marketing

As a Director of Marketing, Wealth Management, you will be in a strategic and execution-focused role responsible for driving marketing initiatives that support advisor acquisition, client engagement, and revenue growth within our Wealth Management business. This individual will lead the development and implementation of integrated marketing campaigns across all channels—including digital, email, social, events, and tradeshows—while enabling the sales team with tools and resources to convert opportunities into results. This role is ideal for a seasoned marketing leader with deep experience in the wealth management industry who thrives in a fast-paced environment and can balance strategic planning with hands-on execution. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.  

For External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Berwyn, PA.

• Develop and execute comprehensive marketing strategies to attract new advisors and deepen engagement with existing clients
• Own the Wealth Management marketing pipeline, ensuring alignment with business growth goals and sales objectives
• Own the Wealth Management marketing calendar and media buying strategy, ensuring optimal allocation of spend and continuous optimization of cost per lead
• Partner with sales leadership and the investments team to create and deliver sales enablement tools, presentations, and collateral that drive advisor adoption and client engagement
• Lead the planning and execution of multi-channel marketing campaigns, including email, paid media, webinars, social media, and content marketing
• Partner with the investment team, marketing content and operations and other SMEs to develop recurring engagement campaigns to support our advisors and their investors
• Oversee event marketing strategy for tradeshows, broker-dealer conferences, and territory events, ensuring brand consistency and measurable ROI
• Partner with events team members to create memorable, high-impact experiences that foster community engagement and deliver measurable ROI
• Manage lead generation and nurture programs to move prospects through the funnel efficiently
• Drive initiatives that promote advisor engagement within our community, including programs that encourage collaboration, knowledge sharing, and loyalty
• Develop marketing strategies that support product adoption and utilization, ensuring advisors understand and embrace our solutions to maximize value
• Partner with the Partnerships leader to support sponsor relationships and activate programs that benefit both our sponsors and our salesforce through asset manager wholesalers
• Collaborate with analytics teams to measure campaign effectiveness, track KPIs, and optimize marketing spend for maximum impact
• Report results to senior leadership, sharing what’s working, what’s not, and proactive plans to course-correct or double down on successful strategies
• Maintain a data-driven approach to decision-making, leveraging insights to refine strategies and improve outcomes
• Work cross-functionally with product, sales, and operations teams to ensure marketing initiatives align with business priorities
• Manage external vendors and agency partners to deliver high-quality marketing programs on time and within budget

• Has proven ability to develop and execute B2B marketing strategies in the financial services or wealth management industry
• Has strong understanding of advisor and client acquisition strategies, including digital marketing, events, and sales enablement
• Has in-depth understanding of investment products and solutions, and experience selling them to advisors
• Has excellent project management skills with the ability to manage multiple priorities in a fast-paced environment
• Has data-driven mindset with experience using marketing automation and analytics tools
• Has exceptional communication and collaboration skills
• Has experience leading people and directly managing team members, with a track record of developing high-performing teams
• Works cross-functionally and influences without direct authority
• Has strong analytical and problem-solving skills, with the ability to translate insights into actionable strategies
• Has proficiency with Microsoft Office and familiarity with CRM and marketing automation platforms
• Has a minimum of a bachelors degree
• Has a minimum of 10 years of experience
• Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization 

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Salary Range:

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.