Managing Director, Head of Marketing and Sales Strategy
SCS Financial(1 month ago)
About this role
The Head of Marketing and Sales Strategy will lead integrated marketing, sales support, and client experience initiatives for SCS Financial, focusing on the ultra-high-net-worth (UHNW) market. This hybrid leadership role reports to the National Head of Wealth Management, manages a small internal team and external vendors, and collaborates across the firm to scale brand, sales enablement, and client engagement. The role emphasizes strategic direction, executional oversight, and innovation in digital, CRM, and AI-enabled capabilities.
Required Skills
- Brand Strategy
- Website Optimization
- SEO
- Content Creation
- Digital Presence
- Sales Enablement
- Lead Generation
- Pipeline Development
- CRM Optimization
- AI Integration
+8 more
Qualifications
- MBA Preferred
- Bachelor’s Degree Required
About SCS Financial
scsfinancial.comSCS Financial is an investment and wealth management firm offering personalized, consultative financial planning and investment management. With offices in Boston, New York, California and Rhode Island, the firm helps clients develop tailored strategies for retirement, wealth preservation, and portfolio management. SCS emphasizes an ongoing, relationship-driven approach to managing clients’ financial lives.
Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at SCS Financial
Similar Jobs
Senior Private Wealth Manager
High Street Resources(2 years ago)
Private Wealth Administrator
Allworth Financial(14 days ago)
Manager, Advisor Marketing Strategy & Enablement
Bessemer Venture Partners(8 days ago)
Manager, Advisor Marketing Strategy & Enablement
Bessemer Venture Partners(7 days ago)
Head of CX Enablement
Asana(19 days ago)
Head of CX Enablement
Asana(19 days ago)