Growth Marketing

• Create and execute a comprehensive organic growth strategy aligned with the firm’s long-term growth objectives
• Establish growth priorities across referral programs, client referrals, share of wallet, Centers of Influence, events, digital campaigns and other lead-generation channels
• Translate strategy into annual and quarterly goals, initiatives, campaigns and measurable activities
• Evaluate emerging growth opportunities, including direct-to-consumer platforms, strategic partnerships, corporate relationships, professional associations and geographic expansion
• Lead, manage and develop the Regional Director team
• Establish roles, territories, expectations and performance standards for Regional Directors
• Define the firm sales process from lead generation through discovery, advisor introduction, proposal, follow-up and close
• Coach Regional Directors on pipeline development, branch relationships, client discovery, objection handling and closing strategies
• Conduct individual and team pipeline reviews and evaluate territory coverage and staffing needs
• Own the strategy and performance of Custodial Referral Programs and manage senior relationships with Fidelity, Schwab, Robinhood and other referral partners
• Partner with Wealth Managers to create measurable organic growth plans and increase client referrals, share of wallet and family relationships
• Develop firmwide client referral strategies, campaigns and processes for identifying outside assets and referral opportunities
• Create and maintain a consistent firmwide sales methodology, service standards, documentation requirements and pipeline ownership
• Coordinate with operations and technology to automate reminders, workflows, drip campaigns and management reporting
• Use pipeline data to forecast expected assets, revenue and resource needs
• Report to the Chief Operations Officer

Growth Marketing jobs in Massachusetts

Head of Growth