Head of Marketing & Brand Strategy

Financial Narrative; New York (NY); Hybrid; USD 200,000 - 250,000; Full time

Job summary

Intrepid, the MUFG middle-market advisory arm, is seeking a Head of Marketing to lead all marketing and communications efforts. The role requires executive presence, strong ownership, and the ability to influence at the highest levels.

You will manage a small team and partner with banking practice heads to drive growth across events, content, digital, social, and advertising. Based in either Los Angeles or New York, the position reports to the CEO and balances strategic leadership with hands-on

Qualifications

• Executive presence with senior leaders, including the CEO.
• High ownership mentality and proactive problem solving.
• Comfortable wearing multiple hats across strategy and execution.
• 10+ years of financial services marketing experience.
• Strong PM, communication, and stakeholder engagement skills.
• Familiarity with CRM analytics; ability to improve team performance.
• Bachelor's degree; advanced degree or certs a plus.

Responsibilities

• Collaborate with banking practice heads to craft annual marketing plans.
• Lead campaigns across events, content, digital, social, design, and ads.
• Oversee PR, media outreach, and speaking engagements for bankers.
• Manage CRM tooling, analytics, and engagement metrics.
• Oversee marketing budget and annual practice group budgets.
• Ensure FINRA/SEC compliance and expense reporting.

Skills

Executive presence

Ownership mindset

Strategic thinking

Project management

Stakeholder engagement

Marketing leadership

DealCloud familiarity

CRM tools (Salesforce/HubSpot)

Education

Bachelor's degree

Advanced degree or certifications a plus

Tools

DealCloud

Salesforce

HubSpot

Job description

Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated individuals the opportunity to make meaningful contributions to client engagements and take on important leadership initiatives within the firm, resulting in a high level of job satisfaction while building a solid foundation for your career. Our culture values the development and well-being of our team-members and fosters strong camaraderie throughout the firm, resulting in what we believe is some of the highest retention rates in the industry.

Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience. The firm is based in Los Angeles, with additional offices in San Francisco, New York, Chicago, and Charlotte. Intrepid is the middle-market advisory arm of Mitsubishi UFJ Financial Group (NYSE: MUFG), one of the largest financial groups in the world.

The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details. Intrepid is seeking an energetic, creative, and execution-focused Head of Marketing to lead all marketing and communications efforts. This role is ideal for a “doer” who thrives on managing multiple projects, collaborating with diverse stakeholders, and driving results across events, content, digital, social, design, and advertising. The position reports directly to the CEO and is a key member of the senior leadership team, requiring executive presence and the ability to influence at the highest levels. We are open to candidates in our Los Angeles or New York offices.

Responsibilities

Practice Group Partnership

• Collaborate with ~15 banking practice group heads (Capital Advisory, Special Situations, M&A industry groups, etc.) to develop and execute customized annual marketing strategies and business development plans.
• Provide guidance, best practices, and hands-on support to practice leaders with varying marketing needs.

Marketing Execution

• Lead and execute campaigns across events, content marketing, social media, digital/performance marketing, design, and advertising.
• Oversee paid social campaigns and targeted advertising in regional and trade outlets.
• Manage creation and distribution of marketing collateral; coordinate with external vendors and agencies.
• Manage all the planning and execution of various firm and practice group events and conferences, working closely with the event champions to implement their vision. The marketing team is responsible for event logistics, collateral production, promotion and on-site management.

Brand Development

• Drive brand awareness for Intrepid and MUFG in new markets.
• Position Intrepid for growth nationally, leveraging digital, social, and traditional channels.
• Champion Intrepid’s values and support community outreach.
• Manage three direct reports: Sr. Marketing Strategist, Marketing Strategist, Sr. Graphic Designer.
• Foster a collaborative, accountable, and innovative team culture.

PR & Communications

• Oversee PR and communications, including deal announcements, media outreach, and securing speaking engagements for bankers.
• Work to get Intrepid and its bankers featured in articles and on industry stages.

CRM & Engagement Analytics

• Oversee CRM and customer engagement tools.
• Analyze engagement data, optimize campaigns, and drive continuous improvement in marketing effectiveness.

Budget & Operations

• Oversee the corporate marketing budget and work with practice/industry teams to form individual annual budgets.
• Ensure compliance with FINRA/SEC regulations; oversee expense tracking and reporting.

Qualifications

• Executive presence & credibility: They must confidently engage with senior leadership, including the CEO, and be seen as an authority on all things marketing, brand, and communications. This includes: calm, polished communication, the ability to challenge ideas respectfully, clear, persuasive framing of recommendation.
• High ownership mentality: Take initiatives without being prompted, proactively solve problems, operate and thrive in a fast-paced entrepreneurial environment.
• Comfortable wearing many hats; adept at both strategy and execution.
• 10+ years' experience in financial services marketing.
• Strong project management, communication, and stakeholder engagement skills.
• Proven ability to work with diverse stakeholders and adapt to their needs.
• Familiarity with DealCloud (or similar CRM tools, like Salesforce, HubSpot) and customer engagement analytics; able to analyze, optimize, and improve team performance.
• Bachelor’s degree required, advanced degree or certifications a plus.

The typical base pay for this role is $200,000 - $250,000 depending on job-related knowledge, skills, experience, and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any. We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law.