Marketing Manager - Private Clients Group

Moss Adams LLP Seattle , WA 98113

Posted 2 months ago

At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges.

Introduction to the team

Moss Adams' Private Client team helps successful business owners, executives and families clearly see their total wealth picture. We work with our high-net-worth clients to develop long-term strategies to achieve their financial goals faster. Whether building long-term financial security or cultivating multigenerational wealth, we provide strategic tax, investment, family office, and estate planning guidance to protect and build our client's wealth and legacy.

The Private Client Marketing Manager develops a unique pro-active business-to-consumer go-to-market strategy that showcases Moss Adams as a best-in-class firm in the marketplace. We go well beyond simply selecting an investment tool that is often suitable and instead focus on our fiduciary responsibility for clients by ensuring we do what's best for them every time.

In addition to developing an external go-to marketing strategy, this position develops cross-selling strategies for existing Moss Adams clients and educates internal stakeholders. This person will work closely with practice leadership to create a marketing approach, working with sales and marketing colleagues, administrative resources, and client service professionals to execute initiatives. In addition to focusing on wealth advisory, this role collaborates with other marketing managers to promote broader multi-disciplinary solutions to clients and prospects.

Proven experience in the private clients/wealth management space is desired. A track record for producing successful multi-channel, demand-generation campaigns, developing data-driven strategies, and managing projects in a fast-paced environment are necessary to excel in this position.

Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

Responsibilities:

  • Create and lead marketing strategies across our Private Client practice, ensuring approach supports practice growth goals and is aligned with the firm's overall marketing and brand strategy

  • Collaborate with sales and marketing colleagues to execute integrated marketing strategies through varied channels, including content marketing, advertising, digital marketing, media relations, collateral and events/sponsorships

  • Pursue, negotiate and manage sponsorship, alliance, speaking and event opportunities to create effective sales and marketing opportunities

  • Analyze performance of marketing tactics for assigned practices and recommend adjustments to enhance effectiveness

  • Collaborate with sales and marketing colleagues to support varied growth, client experience and communication initiatives

  • Develop and manage annual marketing plan and budget for assigned practices

  • Serve as a brand ambassador, helping others better understand and articulate the firm's brand position

  • Serve as a career advisor for junior team members, providing coaching and performance management

Qualifications:

  • Bachelor's degree or equivalent experience required; emphasis in marketing, communications, business or related field preferred

  • Minimum of 5 years of related experience with progressive marketing responsibility; experience in public accounting or professional services environment preferred

  • Must be legally authorized to work in the United States on a full-time basis upon hire. Moss Adams will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status)

  • Able to work effectively across functions/departments/teams while building trusted relationships and positively influencing others

  • Able to assess challenges, think critically, and identify creative solutions

  • Excellent project management skills with ability to direct the work of others, including individuals senior to you

  • Strong written and verbal communication skills, including the ability to articulate complex issues to internal stakeholders

  • Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint); previous experience with CRM systems, as well as BI reporting and email marketing tools

  • Able to travel as needed, approximately 20%

Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Moss Adams 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@mossadams.com.


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Marketing Manager - Private Clients Group

Moss Adams LLP