Strategic Marketing Lead

Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals.

Job Description

Kayne Anderson Rudnick (KAR) Investment Management a Registered Investment Advisor based in Los Angeles, is currently searching for an experienced Strategic Marketing Lead to serve as the driving force behind the firm's Wealth Advisory marketing strategies. In this pivotal role, the ideal candidate will shape and execute strategies that align with the firm's wealth advisory business development and client experience goals, helping the firm's Wealth Management division achieve measurable organic growth and client retention.

The ideal candidate is a strategic thinker interested in creating thoughtful marketing campaigns to help grow and nurture the firm's Wealth Management business (both with existing clients and prospective clients). The candidate should have in-depth knowledge of the wealth management business and demonstrate expertise in traditional and digital marketing strategies, excel at building collaborative partnerships with the firm's Wealth Advisory team, and exhibit strong communication skills to facilitate effective execution of strategy.

This position will be based in our Los Angeles Office working a hybrid 3/2 schedule which is subject to change.

WHAT WE'RE LOOKING FOR

• Proactive and Independent Thinker: Someone who takes initiative, figures things out, and solves problems independently.
• Strategic Thinker: Consistently identifies the most critical challenges and opportunities, creates clear paths forward, and prioritizes actions that deliver meaningful results.
• Effective Communicator: Communicate strategic recommendations and complex information clearly and simply.
• Polished and Professional: Client-facing polish with strong communication skills and a high level of professionalism.
• Coachable and Trainable: Open to feedback, eager to develop, and willing to learn new skills.
• High emotional intelligence (EQ): Strong emotional intelligence to manage relationships effectively and navigate nuanced situations.

Job Responsibilities

• Strategy Development:
  • Demonstrate a high level of strategic thinking, offering creative and effective solutions to drive business outcomes.
  • Lead the creation of tailored strategies aligned with KAR's Wealth Management division to achieve organic growth goals and nurture existing client relationships.
  • Lead the development of strong content that supports the strategy and business goals.
  • Analyze challenges and opportunities of the Wealth Management division to develop innovative, results-driven approaches leading to measurable ROI.
• Execution:
  • Develop and measure KPIs for all marketing campaigns to gauge their effectiveness and pivot if necessary.
  • Work with the Managing Director to align on strategy and help to guide the marketing team in execution, creating actionable plans that prioritize ROI for clients.
• Relationship Management:
  • Act as a trusted advisor by actively listening to business challenges and helping to guide toward actionable solutions.
  • Facilitate meaningful discussions that lead to consensus and clarity, ensuring confidence in stakeholders in the strategic direction.
• Communication & Documentation:
  • Clearly articulate strategic thinking across all organizational levels, simplifying complex ideas for diverse audiences.
  • Partner with the Assistant Director-Marketing Operations to ensure all initiatives are sequenced for maximum efficiency and effectiveness.

Ideal Qualifications

• 10+ years of experience in strategic marketing roles, ideally with financial services organizations and/or specifically on Wealth Management teams.
• Proven ability to develop and implement traditional and digital marketing strategies that drive organic growth.
• Hands on leader that is willing to jump in to ensure good execution and excellent outcomes.
• Exceptional communication and presentation skills, with the ability to distill strategic concepts into clear, actionable steps.
• Demonstrate high EQ, active listening, and the ability to build trust with internal clients and team members.
• Experience guiding teams in executing strategies, ensuring alignment with business goals and maximizing ROI.
• Familiarity with organic growth strategies and client experience frameworks.

The starting salary range is $134,000.00 to $160,000.00.

The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the annual incentive plan.

BENEFITS AT KAR:

We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team.

• Competitive Pay
• Medical, Dental, and Vision Insurance
• Life and Disability Insurance
• Health Savings Account with a Company Match
• Flexible Spending Accounts including Dependent Care
• Wellness Program
• Tuition Reimbursement
• 24-Hour Employee Assistance Program
• Adoption Assistance
• Paid Family Care Time
• Paid Volunteer days
• Gym onsite
• Paid Parking
• Fully stocked kitchen- lunch provided.
• Hybrid 3/2 (Subject to change)

KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients.

Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring.

KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

For additional information on Kayne Anderson Rudnick, please access the firm's web site at www.kayne.com.