Director, Client Attraction – Wealth Management

Bartlett Wealth Management

. Lead firmwide client growth strategy across marketing, business development, referrals, and external professional partners.

Posted 11/4/2026full-timeCincinnati • Ohio • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing and executing growth strategies, managing client relationships, and overseeing marketing initiatives within the financial services sector. Proficient in leveraging CRM and marketing automation tools to enhance client engagement and drive measurable outcomes.

Highest-signal resume keywords

Business DevelopmentGrowth StrategyWealth Management ExperienceCRM SystemsMarketing Automation Platforms

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Growth Strategy DevelopmentBrand DevelopmentDigital StrategyRelationship ManagementProject ManagementAnalytical SkillsOrganizational SkillsPresentation SkillsMulti-Market StrategyClient Acquisition

Soft Skills

Excellent CommunicationStrategic ThinkingCreativityProfessionalismDiscretion

Tools & Technologies

CRM SystemsMarketing Automation Platforms

Certifications & Qualifications

Advanced DegreeRelevant Certification

Industry Keywords

Financial ServicesWealth ManagementRIAsProfessional ServicesClient-Centered Execution

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Bachelor’s degree in Marketing, Business Administration, Communications, Finance, or related field required.
Advanced degree or relevant certification preferred.
10+ years of proven experience in business development, marketing, growth strategy, relationship management, or practice management.
Direct experience in wealth management, RIAs, financial services, or professional services strongly preferred.
Ability to develop multi-market growth strategies, build referral networks, manage partnerships, and lead marketing initiatives.
Strong knowledge of brand development, digital strategy, CRM systems, and marketing automation platforms.
Excellent communication, presentation, project management, analytical, organizational, and strategic thinking skills.
High level of professionalism, discretion, business judgment, initiative, and creativity.

Benefits

Comp & perks

A Top Workplace winning culture built on teamwork, integrity, and diligence.
Engaging work environment.
Opportunity for professional growth and development.
Competitive salary and eligibility for annual firm profitability/individual performance incentive.
Comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance.
Flexible spending accounts.
401(k) plan with match and profit-sharing contribution.
Generous paid time off.
Paid parental and medical leave.