Managing Director, Head of Marketing and Sales Strategy job in Boston
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Boston, Massachusetts - MA SCS Financial
| Job Ref: | 5742774004 |
| Employer: | SCS Financial |
| Category: | General Marketing |
| Salary: | $100,000+ |
| Salary and Benefits: | USD 250,000.00 - 300,000.00 per year |
Location | |
| State: | Massachusetts - MA |
| City: | Boston |
| Map: | United States, Massachusetts , Boston (Show on map) |
Description | |
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Position Summary
SCS Financial is seeking a dynamic, strategic, and execution-oriented Head of Marketing and Sales Strategy to lead our integrated marketing, sales support, and client experience initiatives. This leader will drive brand strategy, optimize sales enablement tools and processes, and elevate the client journey across all touchpoints. The ideal candidate will bring deep expertise in marketing, sales operations and go-to-market strategy, a passion for innovation, and a collaborative leadership style to help scale our impact and growth in the ultra-high-net-worth (UHNW) space. This hybrid role reports to the National Head of Wealth Management and includes a small team of direct reports, as well as oversight of external vendors and cross-functional collaboration across the firm. Key Responsibilities Strategic Marketing Leadership to Drive Growth • Execute a brand refresh for SCS Financial, aligning with Focus brand guidelines while crafting a differentiated brand identity tailored to UHNW clients. • Oversee the redesign and ongoing optimization of the SCS website and social media channels for SEO, usability, and engagement. • Develop compelling written and video content to showcase thought leadership and firm capabilities. • Guide senior leaders and advisors in building their digital presence and personal brand. Sales Strategy & Growth Support • Build and execute a comprehensive sales enablement strategy, including lead generation, pipeline development, and sales collateral, leveraging AI capabilities and tools. • Partner with the Private Client Group and other teams to create targeted campaigns and materials that support business development. • Drive CRM adoption and optimization across the firm, ensuring data integrity, usage consistency, and actionable insights; partner with technology and operations team on optimizing AI capabilities within the CRM. • Design, launch, and manage email marketing and outreach campaigns to prospects, clients, and centers of influence (COIs). Client Experience & Engagement • Design and implement a client feedback loop to inform service enhancements and innovation, and support client retention. • Collaborate with cross-functional teams to improve client communication and engagement strategies. • Oversee strategic event planning to deepen client relationships and showcase firm expertise. • Champion a culture of continuous improvement in client experience, leveraging data and insights. Communications & PR • Oversee firm spokespeople on media best practices and manage PR opportunities with a tailored, strategic approach. • Oversee distribution of client communications and thought leadership through CRM and digital channels. Team & Vendor Management • Lead and mentor a small team of marketing and sales enablement professionals. • Manage outsourced vendors and agencies to ensure high-quality execution and alignment with strategic goals. Qualifications • MBA preferred; Bachelor's degree required. • 10+ years of experience in marketing, sales enablement, or related roles, ideally within wealth management. • Proven ability to lead strategic initiatives while executing tactically. • Experience with CRM platforms (e.g., Salesforce), marketing automation tools (e.g., Hubspot), and analytics platforms. • Strong understanding of UHNW client expectations and the wealth management industry's compliance framework. • Exceptional communication, collaboration, and leadership skills. • Self-motivated, proactive, and committed to excellence. The annualized base pay range for this role is expected to be between $250,000 -$300,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-BG1 SCS is a fiduciary wealth and investment management firm serving some of the world's most ambitious wealth creators - ultra-high-net-worth individuals, families, and institutions. SCS exists to transform wealth into possibility, helping its clients protect and amplify their capital, align it with their purpose, and build multi-generational legacies. SCS delivers an integrated family office and investment platform that brings together sophisticated multi-asset class portfolio management, access to private investments, holistic wealth and estate planning, next-generation education, and purpose-driven advisory. SCS's team is supported by a modern, scalable technology infrastructure that enhances SCS's ability to deliver a seamless, proactive, white-glove client experience. SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com. For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act. | |
ref: (5742774004) 36 days ago
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