Falcon Wealth Planning - Ontario, CA
posted 2 months ago
As the Marketing Director/CMO at Falcon Wealth Management (FWP), you will be responsible for developing and executing comprehensive marketing strategies to promote our services, enhance brand awareness, and drive client acquisition and retention. This role requires a combination of strategic planning, creative thinking, and strong leadership skills to effectively position our firm in the competitive wealth management industry. In this position, you will engage in strategic planning by developing and implementing a cohesive marketing strategy that aligns with the company's goals and objectives. You will conduct market research and analysis to identify opportunities and trends in competitor strategies, defining target audience segments and tailoring marketing efforts to effectively reach and engage them. Brand management is another key responsibility, where you will maintain and enhance the company's brand identity across all channels and communication materials. Ensuring consistency in messaging, design, and brand voice will be crucial to reinforce brand recognition and reputation. You will oversee the development of marketing collateral, including brochures, presentations, and website content. Digital marketing initiatives will also fall under your purview, leading efforts such as website optimization, email campaigns, and social media strategies. Utilizing data analytics to measure campaign effectiveness, track KPIs, and optimize marketing performance will be essential. Staying abreast of digital marketing trends and emerging technologies will help enhance initiatives and competitiveness. You will develop a content strategy that aligns with FWP's brand positioning and resonates with the target audience. This includes creating compelling content for various channels such as blogs, videos, podcasts, and webinars to educate and engage prospects and clients. Collaborating with subject matter experts will ensure content accuracy and relevancy. Client engagement strategies will be implemented to nurture relationships and foster loyalty among existing clients. You will coordinate client events, seminars, and webinars to provide value-added insights and networking opportunities, while also collecting client feedback to inform marketing strategies and improve service offerings. As a leader, you will build and lead a high-performing marketing team, providing guidance, mentorship, and professional development opportunities. Fostering a collaborative and innovative work environment that encourages creativity and teamwork will be key. You will also collaborate cross-functionally with other departments such as business development, compliance, advisory teams, and operations to ensure alignment and integration of marketing efforts.