Network Partner Marketing, VP

Description

Dynasty Financial Partners is redefining what independence means in wealth management. As a pioneer in supporting independent RIAs, we are seeking a Vice President, Network Partner Marketing, to lead strategic engagements with some of the most sophisticated and entrepreneurial investment advisors in the country.

This in-office role, based in St. Petersburg, FL or Atlanta, GA, sits within our internal marketing agency and is responsible for delivering impactful, multi-channel marketing strategies that drive client growth. The VP manages strategy, execution, and day-to-day project oversight for one or more RIA firms, ensuring every initiative supports each client’s unique business goals.

The successful candidate will bring over a decade of marketing experience, a strong background in financial services, and a deep understanding of digital tools and platforms. This role demands someone who thrives on collaboration, maintains exceptional client relationships, and champions innovative, data-driven marketing practices. A consultative mindset, strong communication skills, organizational excellence, and a sense of ownership are essential to success.

This position reports directly to the Senior Vice President of Network Partner Marketing.

RESPONSIBILITIES:

As a VP, Marketing, you will:

• Serve as strategic lead for a portfolio of RIA clients, providing proactive marketing consultation tailored to each firm’s growth objectives.
• Develop and implement multi-channel marketing strategies across paid and organic social, email, website content, SEO/SEM, and digital advertising.
• Lead monthly marketing meetings, delivering insights and recommendations while managing follow-up and tactical execution.
• Design and direct creative assets including social graphics, email banners, and flyers using tools like Canva, or in partnership with design vendors.
• Own project management through Monday.com, ensuring milestones are met, resources are allocated efficiently, and priorities are aligned.
• Analyze performance metrics and campaign data to inform continuous improvement and demonstrate ROI.
• Manage client expectations, deliver exceptional service, and maintain accountability on timelines, deliverables, and budgets.
• Collaborate cross-functionally with agency partners, vendors, and internal teams to ensure seamless project execution.
• Contribute to team success by setting and tracking personal development goals aligned with company objectives.

Requirements

QUALIFICATIONS

• Bachelor’s degree in Marketing, Communications, or a related field
• 10+ years of experience in marketing, either in-house or at an agency
• Experience in financial services required; active FINRA Series 7 license a strong plus
• Proven track record of project management, budgeting, and cross-functional collaboration
• Excellent verbal and written communication skills, with fluency in remote/client-facing communication
• Analytical thinker with experience using data to drive decisions
• Advanced skills in business-level social media platforms: LinkedIn, Meta, X (Twitter), Instagram, and YouTube
• Proficient with marketing platforms such as HubSpot (or equivalent), Canva, and CMS tools (e.g., WordPress)
• Familiarity with Google Analytics, SEO/SEM, email marketing, and content creation (written/visual)
• Competent in Microsoft Office Suite (Word, PowerPoint, Excel)
• Self-starter with entrepreneurial mindset and adaptability in a fast-paced environment

BENEFITS 

• Health Insurance 
• Dental insurance 
• Vision insurance 
• Retirement plan 401(k) 
• 401(k) matching 
• Paid Time Off  
• FSA/HSA benefits plans 
• Disability benefits 
• Voluntary Life Insurance 
• Basic Life Insurance 

EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.