Director/Head of Marketing (future CMO track)

The Quest Organization; New York (NY); On-site; USD 180,000 - 280,000; Full time

Job summary

The Quest Organization is seeking a seasoned marketing leader to own strategy, brand positioning, and growth initiatives. You will build relationships with high-net-worth individuals, family offices, wealth managers, and strategic partners, while guiding a scalable marketing function that aligns with innovative software solutions.

We value an entrepreneurial, results-driven mindset and the ability to operate strategically and tactically in a fast-evolving environment.

Qualifications

• 8–15+ years of experience in marketing across financial services, fintech, philanthropy or investment platforms.
• Strong network with high-net-worth individuals and advisors.
• Experience collaborating with wealth managers, RIAs, private banks, family offices or UHNW clients.

Responsibilities

• Develop and execute a comprehensive marketing strategy.
• Lead brand positioning and growth initiatives.
• Own relationships with key partners and clients.
• Build scalable marketing infrastructure for long-term growth.
• Mentor junior team members and establish best practices.
• Shape the firm's strategic direction in a fast-evolving environment.

Skills

Strategic marketing

Relationship management

Brand strategy

Leadership

Mentoring

Entrepreneurial mindset

Cross-functional collaboration

Campaign management

Job description

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

Key Responsibilities

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

Brand & Market Expansion

• Elevate brand awareness across both institutional and retail audiences
• Develop innovative campaigns targeting both sophisticated investors and everyday donors
• Translate complex financial and technological offerings into compelling, accessible messaging
• 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 ideas to enhance user experience and platform adoption

Leadership & Growth

• Build and lead 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 mindset with the ability to “build from zero”
• 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 niche audiences to mass market