The Mather Group Director of 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. 


The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive financial planning services with our clients’ best interests in mind. We find the most cost-effective investment strategies, and clients pay only for our professional financial advice.


TMG is registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser with the Securities and Exchange Commission (SEC). This means we are a fiduciary, and as such, we are transparent on costs, and only make recommendations that are in the best interest of our clients, minimizing cost whenever possible. 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 main concern is working to ensure the best interests of our clients is always met, and creating longevity in our relationships.  Our financial professionals do not hold brokerage licenses, are not compensated by selling products, and do not earn commissions.  Our fees are always disclosed in our firm’s public disclosure documents, so there are no hidden fees, which means we do not incentivize ourselves at our client’s expense.

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


  • $6.2 Billion in assets under management*
  • Seven offices in established markets: Chicago, Houston, Dallas, Atlanta, Austin, Philadelphia Area, Knoxville, and a presence in the San Francisco Bay Area
  • 100+ staff members and growing
  • Named #43 on RIA Channel’s Top 100 Wealth Managers (2020)
  • Named to Barron's Top 100 Independent Advisor List (2018, 2019, 2020)
  • Named to Financial Times Top Advisers List (2016, 2017, 2018, 2019)
  • Named as one of the Top 15 RIA firms by Financial Planning
  • *As of March 2, 2021

Rankings are based on voluntary, non-fee-paying surveys. Each organization establishes its own criteria for inclusion.


 The position reports to the Chief Executive Officer.


The Director of Marketing, working with the functional leaders across the firm, will develop, execute, and lead all marketing initiatives in support of our vision, mission, and strategic initiatives for future growth.  This strategic thinker takes everything they know about the Fintech / WealthTech industry as well as nuances of the sales and marketing space to help guide TMG into the future.

As Director of Marketing, you will be responsible for:

  • Identifying business opportunities and forecast future growth opportunities.
  • Managing marketing budgets.
  • Setting and clearly articulating annual and quarterly marketing plans, as well as sales goals, and measure performance against those goals using a metrics driven approach.
  • Act as a bridge between Marketing and the functional areas of the business, ensuring that the functional areas act within brand guidelines and that marketing collateral is supporting the firms’ strategic initiatives.
  • Oversee the marketing agency partnership.
  • Conducting general market research to keep the firm up to date on trends and competitive strategies.
  • Participate in the development of branding and corporate identity initiatives.
  • Make decisions on the direction of the brand, tone and content of all marketing and sales communications as well as strategic marketing and sales plans.
  • Oversee large creative deliverables as well as small scale project execution.
  • Leverage a baseline of marketing experience to execute against marketing plans.
  • Demonstrate excellent communication and interpersonal skills.

education, training, and professional experience

The ideal candidate will possess the following qualifications and attributes:

  • Bachelor’s Degree in marketing, advertising, or related field.
  • Has a solid understanding of the Fintech / WealthTech industry and has worked in the industry in a Marketing capacity for at least 10 years.
  • Experience across multiple areas of digital marketing and sales; specifically bringing sales and marketing together to work in harmony.
  • Able to work cooperatively and effectively with different personality types as well as other departments, vendors, and clients.
  • Able to explain persuasively and concisely complex financial and marketing concepts.
  • Has a history of managing teams to success.
  • Strong track record of achievement and meeting/exceeding ambitious targets.
  • Excellent verbal and written communication skills.
  • A motivated, self-starter looking for a home to grow your career.


  • Proficiency in CRM Platforms, preferably SF, or Oracle, Microsoft, Monday, Freshworks, etc.
  • Proficiency MS Office with expertise in Microsoft Word, Power Point, and Excel.
  • Ability to analyze and revise operating practices to improve efficiency.
  • Detail oriented and comfortable working in a fast-paced office environment.
  • Superior organization skills and dedication to completing projects in a timely manner.

Most work responsibilities are performed in an open office setting, carrying out detailed work sitting at a desk/table and working on the computer. Travel is required.

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

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The Mather Group


                     Barrons Top 100 2019                          

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Firms that utilize technology are more likely to succeed.
The Mather Group, LLC Acquires Chicago-Based Trinity Financial Advisors. #themathergroup #tmgacquisition