Director of Marketing

Altair Advisers; Chicago (IL); Vor Ort; USD 175.000 - 200.000; Vollzeit

Zusammenfassung

Altair Advisers LLC, an independent wealth advisory firm in Chicago, seeks a Director of Marketing to lead the marketing function and shape growth through strategy, campaigns, and digital presence.

The role partners with the CEO, Growth Committee, and senior client service leaders to translate growth priorities into positioning, messaging, and client experiences, applying AI and marketing technology to drive measurable results while maintaining fiduciary standards.

Qualifikationen

• 10–15 years of marketing leadership in wealth management or professional services.
• Strategic thinker and hands-on contributor in a small team.
• Strong understanding of UHNW clients and adviser-driven growth.
• Experience building digital and social media presence with data-driven approaches.

Aufgaben

• Lead strategy and build Altair's digital presence to drive growth.
• Partner with CEO, Growth Committee, and senior staff to translate priorities into campaigns and messaging.
• Oversee marketing infrastructure, including website, SEO, CRM, events, and analytics.
• Apply AI and marketing technology to improve targeting, content, and workflow efficiency.

Kenntnisse

Marketing leadership

Wealth management marketing

Digital strategy

AI and martech

Tools

CRM systems

SEO tools

Analytics platforms

Jobbeschreibung

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Director of Marketing

Administration Full Time Chicago, IL, US

4 days ago Requisition ID: 1038

Salary Range: $175,000.00 To $200,000.00 Annually

Job Title: Director of Marketing

FLSA Status: Exempt

Reports to: Head of Finance & Operations

About Us

Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services. We counsel a select group of individuals, families, foundations and endowments. As a fiduciary, we serve as an advocate for our clients, providing objective advice and comprehensive guidance across all aspects of our clients’ financial lives.

About the Role

The Marketing function at Altair helps the firm tell its story, build visibility with the right audiences, and create meaningful client and prospect experiences. Working within owner-defined target markets and growth priorities, the Director of Marketing will have room to bring forward ideas, test new approaches, and use strategic judgment, creativity, data, and technology to expand Altair’s presence while preserving its high-touch, fiduciary culture.

This is a unique opportunity for an experienced marketing leader to help shape a more intentional growth function at a respected independent wealth advisory firm. The role will partner directly with the CEO, owners, Director of Business Development, and senior client service leaders to translate growth priorities into clear positioning, thoughtful campaigns, distinctive client and prospect experiences, and a stronger digital presence.

The ideal candidate will enjoy both strategy and creation: bringing ideas forward, reaching target audiences in modern ways, using AI and technology thoughtfully, and building the marketing infrastructure to support long-term growth. This is a chance to influence how Altair shows up in the market while working within clear strategic direction from the firm’s owners and senior client service leadership.

Responsibilities

• Partner with firm leadership, owners, and the Growth Committee to understand approved target markets and growth priorities, then bring forward creative, practical ideas for reaching those audiences.
• Develop an annual marketing plan that is strategic, measurable, and adaptable, with recommendations for channels, campaigns, content, events, and digital engagement that support owner-approved growth priorities.
• Provide research, market insight, and thoughtful recommendations to support owner-led decisions on positioning, messaging, and audience development.
• Identify opportunities to experiment with new marketing approaches, including technology-enabled outreach, content distribution, segmentation, and audience engagement.

Client & Prospect Experience

• Design distinctive client and prospect experiences, including signature events, brand touchpoints, and new-client welcome moments that reflect Altair’s service model and support relationship depth with input from the Client Service team
• Partner with the Director of Business Developmentand Client Education to develop creativeevent and prospect-engagement strategies, aligning event volume, format, audience, content topics, and follow-up opportunities that reinforceBD priorities and the firm’s educational expertise.
• Ensure event and experience investments reflect Altair's brand and support relationship depth and referral generation.

Cross-Functional Leadership & Governance

• Serve as a standing member of Altair's Growth Committee, partnering with the Director of Business Development and Senior Client Service leadership to align marketing priorities with owner-approved target markets, resource allocation, and initiative prioritization.
• Bring transparency to the adviser team on how marketing decisions support firm-level growth priorities, why specific channels or initiatives are being recommended, and what is expected of advisers in support of marketing and growth efforts.
• Coordinate closely with the Director of Business Development on event strategy, prospect touchpoints, and determining when early prospect interest should move into active BD follow-up.

Brand, Content & Digital Presence

• Lead the evolution of Altair’s digital and social media strategy to build visibility with approved target audiences, including new and younger audiences where aligned with firm priorities.
• Coordinate with the Client Education team to distribute and amplify thought leadership and educational content.
• Maintain a consistent brand presence across marketing channels, collateral, and client touchpoints in accordance with owner-approved positioning and messaging.
• Own the marketing infrastructure and day-to-day execution needs that support the business, including website oversight, SEO and AI optimization practices, firm collateral and branded materials, CRM marketing distribution lists, event marketing technology, and appropriate routing and response to website inquiries.
• Use AI and marketing technology to improve collateral development, audience segmentation, campaign planning, workflow efficiency, analytics, and measurement, while maintaining appropriate judgment, brand voice, and compliance awareness.
• Evaluate and apply AI and marketing technology to strengthen the firm’s ability to leverage firm content, understand audiences, measure engagement, and operate efficiently.
• Build practical reporting and feedback loops that help leadership understand what is working, where resources are best deployed, and how marketing activity supports broader growth goals.
• Balance innovation with discretion, professionalism, and compliance awareness required in a high-net-worth wealth advisory environment.
• Lead and develop marketing support staff, setting direction, raising the quality of execution, and creating an environment where the team can contribute ideas and improve how the function operates.
• Help shape the future structure, capabilities, and technology needs of the marketing function as Altair continues to invest in growth.

Qualifications

• 10–15 years of marketing leadership experience, ideally in wealth management or another professional services environment serving high‑net‑worth or ultra‑high‑net‑worth clients.
• Experience operating as both a strategic thought partner and a hands‑on contributor in a small team.

Strong understanding of UHNW clients and an adviser-driven growth model.

• Experience building or significantly growing a firm's digital and social media presence, brand positioning, and thought leadership development in partnership with senior leadership.
• Demonstrated curiosity and fluency with AI, marketing technology, analytics, CRM‑enabled workflows, or other tools that can improve marketing effectiveness and insight.
• Strong written and verbal communication skills; comfortable working with senior advisers, firm leadership, and outside partners.
• Comfortable with a hybrid schedule, averaging at least 3 days per week in office.