The Mather Group Director, Marketing

The Mather Group (TMG) operates as a fee-only, $1 Billion AUM, wealth management firm, specializing in retirement planning for corporate executives and high net worth individuals. The firm was founded in 2001 and became an independent Registered Investment Advisor (RIA) in 2011. TMG was named by Financial Planning Magazine as one of the fastest growing RIAs in the country and was named one of Financial Times top 300 firms in the nation. As they continue to expand their national footprint with offices in multiple states, they seek a Senior Wealth Advisor. As the main point of contact, will actively communicate with clients on a daily basis, providing advice on cash flows/tax planning strategies, estate/insurance issues, identify investment goals/retirement planning needs and implement recommendations with assistance of support staff. In addition, this position will meet with referrals in their territory and effectively close sales with the support of a leading financial planning team. 

ABOUT THE MATHER GROUP, LLC

The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive wealth management services with our clients’ best interests in mind.

TMG is a federally Registered Investment Adviser (RIA) with a fiduciary duty to our clients. That means we are obligated to always act in their best interest. When clients choose TMG, we work to mitigate any potential conflicts of interest regarding how their money is managed and where their money is held. Our financial professionals do not hold brokerage licenses, are not compensated by selling products, and do not earn commissions—we do not incentivize ourselves at our clients’ expense. We aim to minimize cost wherever possible and to provide complete transparency about our fees, which are outlined in our firm’s public disclosure documents.

What we are doing differently is educating investors on what fiduciary responsibility really means, at a time when it is more important than ever.

WE'VE MADE COMPELLING PROGRESS

  • $9.9 Billion in assets under management
  • 16 offices in and around established markets, including Chicago, IL (headquarters); Atlanta, GA; Austin, TX; Cincinnati, OH; Dallas, TX; Houston, TX; Knoxville, TN; Morristown, NJ; Nashville, TN; Portland, OR; San Francisco, CA; Seattle, WA; Tampa, FL; and Washington, DC.
  • 165+ staff members and growing
  • Named among Crain's Chicago Business Fast 50 (2021, 2022, 2023)
  • Named among Barron's Top 100 RIA Firms (2018, 2019, 2020, 2021, 2022, 2023)
  • Named among Financial Advisor 50 Fastest-Growing RIAs (2022)
  • Named among Financial Planning Top 150 Fee-only RIAs (2018, 2019, 2020, 2021, 2022)
  • Named among Pensions & Investments Best Places to Work in Money Management (2021, 2022)

Data above as of June 30, 2023. Rankings are based on voluntary, non-fee-paying surveys. Each organization establishes its own criteria for inclusion. Please visit our website at www.themathergroup.com for additional information regarding TMG’s awards and recognition.

Director of Marketing

We are seeking an experienced and strategic Director of Marketing to lead our marketing initiatives within the Registered Investment Advisor (RIA) space. As a key member of our team, you will play a pivotal role in shaping and executing our marketing strategies to enhance brand visibility, drive client acquisition, and foster long-term relationships within the RIA community.
If you are a dynamic marketing professional with a passion for the financial industry and a track record of success within the wealth management space, we invite you to apply for this exciting opportunity to lead our marketing efforts and contribute to our continued growth.

Responsibilities:

  • Develop and implement comprehensive marketing strategies aligned with business objectives to position the company as a leader within the RIA space.
  • Cultivate and maintain a strong brand presence by overseeing the development of compelling marketing collateral, messaging, and brand guidelines.
  • Lead efforts to identify and target key prospects within the RIA community, implementing innovative campaigns to generate leads and drive client acquisition.
  • Collaborate with internal teams to create impactful content, thought leadership pieces, and educational materials that showcase our expertise.
  • Oversee digital marketing initiatives, including website optimization, SEO/SEM strategies, and social media campaigns, to enhance our online presence and engagement.
  • Strategize and execute participation in industry events, conferences, and sponsorships to elevate our profile and build relationships within the RIA community.
  • Establish and nurture relationships with key influencers, partners, and industry stakeholders to enhance our standing and influence within the RIA space.
  • Utilize data-driven insights to measure and analyze the effectiveness of marketing campaigns, adjusting strategies as needed to optimize performance and ROI.
  • Manage the marketing budget efficiently, ensuring optimal allocation of resources for maximum impact.

Qualifications

The ideal candidate will possess the following qualifications and attributes:

  • Bachelor’s degree in marketing, business, or a related field
  • Minimum ten years of relevant professional experience with at least 5 years being in a senior marketing role, preferably within the financial services industry and specifically wealth management.
  • Strong understanding of the RIA space, investment products, and financial markets preferred.
  • Demonstrated success in developing and executing effective marketing strategies, including the use of video marketing.
  • Experience and proven track record of success developing and implementing digital marketing strategies.
  • Exceptional leadership and team management skills.
  • Excellent written and verbal communication skills.
  • Proficiency in marketing technologies and analytics tools.
  • Creative thinker with a strategic mindset.

TMG is an equal opportunity employer and welcomes candidates from diverse backgrounds.

 

Apply Now

Please select an open position

Please enter a valid email address

Please enter a message

Please enter your full name

Please enter a valid phone number

Please upload your resume in PDF format

The Mather Group

HOW SMART INVESTORS RETIRE™

CB_F50_logo

Get in touch with us or find one of our office locations   Contact us