Bartlett Wealth Management

Director

• Lead firmwide client growth strategy across marketing, business development, referrals, and external professional partners.
• Translate growth priorities into clear ownership, execution, and measurable follow-through.
• Oversee the prospective and early client experience from inquiry through onboarding.
• Align growth initiatives with firm strategy, market positioning, and long-term priorities.
• Build business development disciplines that help advisors cultivate, advance, and convert opportunities.
• Partner with senior leadership to establish advisor growth expectations and accountability measures.
• Manage pipeline discipline for prospects, referrals, next steps, and outcomes.
• Strengthen COI, referral, and strategic partner relationships.
• Manage and mentor members of the marketing team.
• Oversee marketing and communications plans supporting growth objectives.
• Develop and oversee a unified growth platform integrating content, digital, advisor outreach, referrals, and events.
• Oversee brand positioning, digital strategy, thought leadership, and client communications.
• Oversee agencies, consultants, and vendors for scope, accountability, performance, and delivery model decisions.
• Establish KPIs for marketing, business development, advisor growth behaviors, referrals, client acquisition, and prospect experience.
• Report on pipeline activity, advisor follow-through, campaign performance, vendor performance, and growth outcomes.
• Leverage CRM and marketing automation tools to track engagement, accountability, and results.
• Recommend strategic, process, and resourcing improvements based on data insights and market intelligence.
• Partner with leadership to set priorities and define the growth operating model.
• Collaborate across advisors, client service, marketing, operations, and external professional partners.
• Identify support needs across marketing, business development, vendors, and internal execution resources.
• Promote disciplined growth, accountability, relationship development, and client-centered execution.

Explore Director, Client Attraction – Wealth Management at Bartlett Wealth Management. Review requirements and application details.

Open roles

Director, Client Attraction – Wealth Management