Brand & Growth Marketing Lead – Wealth Management

Third View Private Wealth; Westport (CT); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid time off

Professional development support

Job summary

Third View Private Wealth is seeking a Marketing Manager to bring the brand to life across digital channels, client communications, events, and advisor programs. The role blends hands-on execution (75%) with planning, coordination, and performance analysis (25%), reporting to the Co-Founders.

You will own brand stewardship, digital campaigns, content creation, and marketing technology, building templates, calendars, and performance reporting while partnering with advisors and leadership to drive

Qualifications

• Bachelor's degree in marketing or related field required.
• 3-6 years in marketing, content, or brand management, preferably in wealth/regulated industries.
• Exceptional writing and editing skills; ability to translate complex ideas.
• Portfolio demonstrating multi-format campaigns, content, and events.

Responsibilities

• Develop and execute multi-channel campaigns across email, web, social media, and events.
• Own marketing platforms and automation tools; manage campaigns, segmentation, and analytics.
• Maintain brand consistency; develop templates and a central library of materials.
• Partner with founders and advisors to shape messaging, branding, and strategy.
• Coordinate compliance processes and manage external partners and vendors.

Skills

Marketing strategy

Content creation

Copywriting

Digital marketing

Campaign management

Marketing automation

Education

Bachelor's degree in marketing, communications, business, or related field

Tools

PowerPoint

Canva

Adobe Creative Suite

CRM systems

Job description

Third View Private Wealth is seeking a Marketing Manager to bring the brand to life across digital channels, client communications, events, and advisor programs. The role blends hands-on execution (75%) with planning, coordination, and performance analysis (25%), reporting to the Co-Founders.

You will own brand stewardship, digital campaigns, content creation, and marketing technology, building templates, calendars, and performance reporting while partnering with advisors and leadership to drive