Opportunity

SMArtX Advisory Solutions is seeking an experienced and strategic Vice President of Marketing to help lead the company’s marketing initiatives and support its continued growth within the financial technology and wealth management industries.

The Vice President of Marketing will work closely with the EVP of Marketing and other members of the executive leadership team to strengthen the SMArtX brand, develop integrated marketing strategies, generate demand, and communicate the value of our technology and services to financial advisors, RIAs, asset managers, broker-dealers, TAMPs, enterprise firms, and other industry partners.

This role requires a collaborative leader who can translate business objectives into effective marketing programs, manage multiple priorities, and guide initiatives from strategy through execution.

Key Responsibilities

• Partner with the EVP of Marketing to develop and execute the company’s overall marketing strategy.
• Lead integrated marketing initiatives that support brand awareness, client engagement, lead generation, and revenue growth.
• Develop positioning and messaging that clearly communicates SMArtX’s platform capabilities and value proposition.
• Collaborate with Sales, Product, Client Success, and executive leadership to align marketing programs with company priorities.
• Oversee the development of marketing campaigns, presentations, sales materials, website content, thought-leadership materials, and client communications.
• Support product launches and go-to-market initiatives by coordinating messaging, content, timelines, and stakeholder communications.
• Develop targeted marketing strategies for financial advisors, RIAs, asset managers, broker-dealers, TAMPs, fintech firms, and enterprise clients.
• Help manage industry events, conferences, webinars, sponsorships, and other external marketing opportunities.
• Monitor campaign performance and use data to evaluate results, identify opportunities, and improve marketing effectiveness.
• Maintain consistency across the company’s brand, messaging, and visual identity.
• Manage relationships with external agencies, vendors, media partners, and other marketing resources, as needed.
• Support internal communications and company-wide initiatives.
• Mentor and provide direction to members of the Marketing team.
• Manage multiple projects, deadlines, and cross-functional stakeholders in a fast-paced environment.
• Perform other related duties as assigned.

Position Requirements

• Strong understanding of strategic marketing, brand development, demand generation, content marketing, and go-to-market execution.
• Demonstrated ability to develop and execute marketing strategies that support measurable business objectives.
• Excellent written, verbal, presentation, and interpersonal communication skills.
• Strong leadership, organizational, and project-management abilities.
• Ability to translate complex technology and financial concepts into clear and compelling messaging.
• Experience partnering with executive leadership, Sales, Product, and Client Success teams.
• Strong analytical skills and the ability to use performance data to guide marketing decisions.
• Ability to prioritize competing responsibilities and meet deadlines with limited supervision.
• High level of professionalism, sound judgment, attention to detail, and accountability.
• Knowledge of the financial services, wealth management, asset management, or financial technology industries is strongly preferred.

Education and Experience

• Bachelor’s degree in Marketing, Communications, Business Administration, or a related field preferred.
• Experience within financial services, wealth management, asset management, SaaS, or fintech is preferred.
• An equivalent combination of relevant education and professional experience will be considered.

Internal Candidate Qualifications

• A strong record of performance, reliability, and accountability in their current role.
• A clear understanding of SMArtX’s business, technology, clients, and strategic objectives.
• The ability to collaborate effectively across departments and levels of leadership.
• Strong communication, organizational, and decision-making skills.
• Demonstrated readiness to assume broader leadership responsibilities and represent the company professionally.

SMArtX Advisory Solutions is an equal opportunity employer. Employment decisions are made without regard to race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, veteran status, sexual orientation, gender identity, or any other status protected by applicable law.