Marketing Manager - Wealth Management

Marketing Manager – Wealth Management Team

Location: On-site, Melville NY

We are seeking a highly organized, execution-focused Marketing Manager to develop and execute our firm’s marketing strategy with a strong emphasis on client experience, events, and referral growth. This role is ideal for someone who thrives on deadlines, takes initiative, and loves seeing projects through from concept to flawless day-of execution.

The Marketing Manager will be responsible for planning and managing a comprehensive marketing calendar that supports client retention, deepens relationships, and builds new referral partnerships with existing clients and centers of influence (COIs).

Key Responsibilities

Marketing Calendar & Execution

• Own and manage the annual and quarterly marketing calendar
• Execute marketing initiatives on time and to a high standard
• Coordinate priorities across leadership, advisors, and vendors

Events & Referral Marketing

• Plan and execute firm events including:
• Client dinners, breakfasts, and appreciation events
• Larger events in partnership with centers of influence & NM
• Manage event logistics, vendors, invitations, and timelines
• Lead day-of event execution to ensure a polished experience

Social Media & Digital Presence

• Manage firm social media across LinkedIn, Instagram, and Facebook
• Maintain a consistent, on-brand posting cadence aligned with firm initiatives
• Coordinate website updates, announcements, and event-related content

Brand & Materials

• Oversee updates to branded marketing materials and swag
• Ensure consistency across digital, print, and event assets
• Manage relationships with designers, printers, and promotional vendors

Qualifications

• 3–5+ years of marketing experience with a strong execution focus
• Proven event planning and day-of execution experience
• Experience managing social media and website content for a professional services firm
• Highly organized, deadline-driven, and comfortable owning projects end-to-end
• Strong communication and vendor management skills

What We’re Looking For

• A self-starter who takes ownership and follows through
• Someone who is both strategic and highly execution-oriented
• A calm, capable presence during live events
• A team player who understands the importance of client relationships and referrals in a wealth management business

What We Offer:

• Full-time, in-office position (9:00 am – 5:00 pm, Monday-Friday)
• Competitive base salary
• Quarterly bonus (eligible after 3 months)
• 401(k) with company match
• Comprehensive health, dental, and vision insurance
• Group long-term disability insurance
• Paid time off
• Professional development opportunities and significant potential for growth
• Support for obtaining industry certifications

How to Apply:

Please visit our website (www.pointwealth.com) to learn more about our team. Qualified candidates should submit their resume and a brief cover letter explaining why they're a fit for this opportunity.

Join us in our mission to provide outstanding wealth management services while growing professionally in a dynamic and rewarding environment. Point Wealth Management is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.