Director of Client Growth & Wealth Management

Bartlett & Co.; Cincinnati (OH); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Top Workplace culture

Competitive salary

401(k) with match

Generous paid time off

Parental and medical leave

Comprehensive benefits package

Job summary

Bartlett Wealth Management in Cincinnati seeks a Director, Client Attraction to lead growth strategy across marketing, business development, referrals, and partnerships. You will translate priorities into accountable actions and oversee the client experience from inquiry to onboarding, driving sustainable growth in assets and relationships.

You will partner with firm leaders to align initiatives with strategy, manage a growth platform, and mentor marketing teammates while collaborating with

Qualifications

• Bachelor’s degree in Marketing, Business Administration, Communications, Finance, or related field.
• 10+ years of proven experience in business development, marketing, growth strategy, or related roles.
• Direct experience in wealth management or professional services preferred.

Responsibilities

• Lead firmwide client growth strategy across marketing, business development, referrals, and external partners.
• Translate priorities into clear ownership, execution, and measurable outcomes.
• Oversee the client experience from inquiry through onboarding and through the growth lifecycle.
• Develop and oversee a unified growth platform integrating content, digital channels, and events.

Skills

Growth strategy

Referral networks

Partnership management

Marketing leadership

Education

Bachelor’s degree in Marketing/Business

Tools

CRM systems

Marketing automation

Analytics tools

Job description

Bartlett Wealth Management in Cincinnati seeks a Director, Client Attraction to lead growth strategy across marketing, business development, referrals, and partnerships. You will translate priorities into accountable actions and oversee the client experience from inquiry to onboarding, driving sustainable growth in assets and relationships.

You will partner with firm leaders to align initiatives with strategy, manage a growth platform, and mentor marketing teammates while collaborating with