Vice President Marketing

Pennington Partners & Co.; Houston (TX); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Health Insurance

401K with match

Paid Time Off

Remote-friendly / work from home

Job summary

Pennington Partners & Co. in Houston, TX is seeking a Vice President of Marketing to own the brand narrative, lead generation, and marketing infrastructure.

You will report to the CEO and shape Pennington’s growth, ensuring the founder-led voice remains authentic while scaling reach beyond existing networks. You will build a compliant content program, drive COI partnerships with CPAs and estate planners, and implement a CRM and marketing automation stack that ties marketing activity to pipeline

Qualifications

• Excellent writing and editing skills in founder's voice; translate complex financial concepts for clients.
• COI and B2B channel marketing experience with CPAs, estate planning attorneys, or investment bankers.
• 6+ years marketing within an RIA/wealth management or regulated finance environment.
• Experience marketing high-ticket, complex services to UHNW individuals or advisors.
• Demonstrated ability to drive pipeline and new business beyond brand awareness.
• Autonomous, priority-driven in a founder-led environment.
• AI-native; daily use of AI tools in work processes.
• CRM and marketing automation familiarity; migration/implementation a plus.
• Bachelor’s degree in marketing, communications, business or related field.
• Existing relationships in RIA/MFO/family office ecosystem a plus.

Responsibilities

• Build and manage a compliant content calendar across channels.
• Ghostwrite and edit long-form content, LinkedIn posts, and emails in the founder’s voice.
• Develop case studies and proof-of-concept materials within SEC guidelines.
• Own brand narrative across website, decks, and thought leadership content.
• Translate pain-centric positioning into compelling content for entrepreneurs and executives.
• Design and run a systematized lead generation engine reducing reliance on single channels.
• Build and manage webinar program as a lead channel.
• Oversee CRM strategy and marketing automation to scale marketing's impact.
• Establish metrics linking marketing activity to pipeline and assets.
• Coordinate in-person and virtual events with cross-functional teams.
• Monitor campaign performance, lead generation, and pipeline influence; adjust strategy.
• Collaborate with compliance to ensure SEC marketing rule adherence.

Skills

Content writing

COI marketing

B2B marketing

SEC advertising rules

Lead generation

CRM systems

Webinars

AI tools

Marketing automation

Education

Bachelor's degree in marketing or related field

Tools

CRM platforms

Marketing automation tools

LinkedIn

Email marketing tools

Job description

Founded in 2016, Pennington Partners is an award-winning multi-family office that serves entrepreneurial founders, high-income earners, and multi-generational families through integrated wealth and investment solutions. Managing more than $4 billion across advisory mandates, private funds, and affiliated entities, Pennington Partners brings rigor with an entrepreneurial spirit.

Our culture is vibrant, intelligent, and relentlessly driven. We are an ensemble of exceptional professionals with diverse, multi-disciplinary backgrounds who value independent judgment, integrity, and fresh thinking. While the firm continues to gain scale and institutional structure, we remain deeply committed to our entrepreneurial roots—valuing agility, creativity, and an unwavering client focus.

About the Position

As the Vice President of Marketing, you will be the architect of Pennington’s next phase of growth. Reporting directly to the CEO and Co-Founder, you will own the brand narrative, lead generation engine, and marketing infrastructure that extends the firm’s reach beyond its founding team’s personal networks — while preserving the voice, credibility, and founder-to-founder authenticity that makes Pennington distinctive in its market. This is a builder role. The infrastructure does not yet exist at the level this position will create it. The right person will have real ownership, direct access to leadership, and the opportunity to shape what Pennington’s brand becomes at scale. This position can be located in either Bethesda or Houston.

What You’ll Do

Content and Thought Leadership. Build and manage a content calendar that produces consistent, compliance-approved content across all channels. Ghostwrite and edit long‑form content, LinkedIn posts, and email campaigns in Brian Gaister’s voice and positioning. Develop case study frameworks and proof‑of‑concept materials that articulate Pennington’s impact within SEC advertising guidelines.

Brand and Positioning. Own Pennington’s brand narrative and ensure consistency across all external‑facing materials including the website, pitch decks, and thought leadership content. Translate the firm’s pain‑centric positioning into compelling, differentiated content that resonates with entrepreneurs, founders, and executives approaching or navigating a liquidity event. Develop and maintain a positioning brief that serves as the foundation for all marketing activity.

Lead Generation and Pipeline Development. Design and execute a systematized lead generation engine that reduces the firm’s dependence on any single channel or individual. Build and manage the webinar program, which has historically been the firm’s highest‑ROI marketing channel. Develop a Centers of Influence outreach program targeting CPAs, estate planning attorneys, and investment bankers serving Pennington’s ideal client profile. Oversee prospect email campaigns, LinkedIn strategy, and in‑person event marketing.

Systems and Operations. Own the CRM strategy and lead the transition to a platform suited to the firm’s current scale and growth trajectory. Build marketing automation workflows that support the business development team without requiring manual execution for every touchpoint. Establish metrics and reporting that connect marketing activity to pipeline, meetings booked, and new assets influenced.

Event Marketing. Manage and coordinate in‑person and virtual events including client events, webinars, prospect dinners, and conferences. Oversee all logistics, registrations, communications, and post‑event follow‑up, working closely with the Business Development and Relationship Management teams to maximize pipeline impact.

Analytics and Reporting. Track, measure, and report on key marketing metrics including campaign performance, lead generation, webinar conversion, and new pipeline influenced. Provide actionable insights to leadership that inform channel investment and marketing strategy decisions.

Compliance Integration. Develop a proactive working relationship with the firm’s compliance team to ensure all marketing materials meet SEC Marketing Rule requirements. Build submission and review workflows that allow the marketing calendar to move on time without compliance becoming a bottleneck.

What We Need

• Excellent writing and editing skills with the ability to produce compelling content in a founder’s voice and translate complex financial concepts into client‑facing material.
• COI and B2B channel marketing experience, including outreach to CPAs, estate planning attorneys, or investment bankers.
• 6+ years of marketing experience inside an RIA, wealth management firm, or regulated financial services environment. Possessing a working knowledge of SEC advertising rules and comfort navigating compliance in a marketing context.
• Experience marketing high‑ticket, complex services to ultra‑high‑net‑worth individuals or their advisors.
• Demonstrated ability to drive pipeline and new business — not just brand awareness or content volume.
• Proven ability to operate autonomously, set priorities without being directed, and thrive in a high‑velocity, founder‑led environment.
• AI‑native; uses AI tools daily as a core part of how work gets done.
• Proficiency with CRM systems and marketing automation tools; CRM implementation or migration experience a strong plus.
• Experience building and managing a webinar program as a lead generation channel.
• Bachelor’s degree in marketing, communications, business or a related field.
• Existing relationships in the RIA, MFO, or family office ecosystem a plus.

What Does Success Look Like

• A webinar program that grows. The firm's highest‑ROI channel is measurably larger — in audience, in pipeline conversion, and in brand reach — than it was the day you arrived.
• A COI program with teeth. Centers of Influence outreach is structured, tracked, and producing measurable referral activity across CPAs, estate planning attorneys, and investment bankers in Pennington's target markets.
• A CRM the team actually uses. The platform transition is complete, data is clean, and the business development team relies on it daily — not as a reporting obligation but as a genuine tool for managing relationships and pipeline.
• Marketing connected to revenue. Leadership has a dashboard that ties marketing activity to meetings booked and new assets influenced and uses it to make real decisions about where to invest next.

What You’ll Get

At Pennington, we don't just offer a job — we offer ownership. You'll work inside a firm that operates by a different set of values: Developing One's Greatest Potential, Thinking Big, Client Obsession, and Tikkun Olam (Repair Our World). These aren't wall art. They shape how we build, who we hire, and what we ask of ourselves every day. Competitive compensation and comprehensive benefits come with the role — but the real offer is the chance to build something that matters.

• Salary - Competitive compensation (base salary + target bonus)
• Benefits - Robust benefits package with a choice of PPO Health Insurance Plans covering medical, dental, vision, disability, and group term life insurance. Optional HSA Plan, with a $600 employer contribution. 401K Plan with employer match, commuter parking benefit, cell phone reimbursement.
• Health & Wellness – $100/month stipend to use on the choice of fitness, meditation classes, meal kits, CSA, and more. Oura Ring welcome gift and one‑year subscription to the Oura Ring app, and Pennington welcome swag! Worldwide emergency travel assistance coverage.
• Paid Time Off - 15 days PTO, sick leave, bereavement leave, 11 federal holidays and 3 floating holidays. Paid maternity and paternity leave for biological and adoptive parents, plus the option to work from home after paid leave ends to extend time with your growing family, and a $4,000 childcare stipend to help you transition back to work.

EQUAL EMPLOYMENT OPPORTUNITY

It is the policy of Pennington Partners to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Pennington Partner’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.