Marketing Manager | Wealth Management at Threadline Wealth

Bellevue, Washington, United States -

Full Time

Start Date

Immediate

Expiry Date

30 Aug, 26

Salary

105000.0

Posted On

01 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Marketing Operations, CRM Management, Campaign Execution, Content Distribution, Brand Management, Digital Marketing, Event Planning, Project Management, Writing, Editing, Compliance Review, Marketing Automation, Website Coordination, Client Communications, Segmentation, Reporting

Industry

Financial Services

Description

ABOUT THREADLINE WEALTH Threadline Wealth is an independent SEC-registered investment adviser serving high-net-worth individuals, families, and business owners. We combine sophisticated wealth management and investment solutions with a highly personalized client experience. We are a modern independent firm focused on long-term growth, operational excellence, and thoughtful collaboration across advisory, investment, operations, and client service teams. ROLE SUMMARY The Marketing Manager is a hands-on role responsible for owning and executing the firm’s day-to-day marketing operations across campaigns, content distribution, CRM management, events, collateral development, website coordination, and digital marketing initiatives in a regulated RIA environment. This individual will serve as the firm’s primary in-house marketing lead and will work closely with leadership, advisors, operations, compliance, and external vendors to drive organized, scalable, and consistent marketing execution. The role is execution-heavy and operationally focused, particularly in the near term, with opportunity for broader involvement in campaign planning, growth initiatives, and marketing strategy over time. This role is expected to help build a more organized, scalable, and proactive marketing function as the firm continues to grow. This position is based in Bellevue, Washington. We anticipate a hybrid work arrangement, with regular in-office collaboration expected approximately 1-3 days per week. Remote work flexibility is supported, along with occasional travel to support client events, team meetings, and visits to other firm locations across the West Coast. This position is classified as exempt under applicable wage and hour laws. CORE RESPONSIBILITIES MARKETING OPERATIONS & BRAND MANAGEMENT * Own day-to-day execution and operational management of the firm’s marketing initiatives and workflows. * Maintain consistent implementation of brand standards across marketing materials and communications. * Develop, update, and organize marketing collateral, presentations, event materials, and client-facing content. * Maintain organized marketing archives and version control processes consistent with compliance requirements. CAMPAIGNS & CONTENT DISTRIBUTION * Execute marketing campaigns across email, website, social media, and other approved channels. * Coordinate content calendars, campaign timelines, approvals, and distribution schedules. * Partner with leadership and advisors to develop timely, compliant, and client-friendly communications. CRM & MARKETING OPERATIONS * Own marketing list management, segmentation, CRM hygiene, and campaign tracking processes. * Maintain and improve marketing workflows and automation efforts. * Prepare basic marketing reporting and campaign performance tracking. EVENTS & DIGITAL MARKETING * Lead execution of client and prospect events, including invitations, logistics, vendor coordination, technology setup, and follow-up communications. * Coordinate website updates, landing pages, and basic digital marketing efforts. * Monitor website and campaign performance metrics and identify opportunities for improvement. QUALIFICATIONS * 4–7 years of marketing experience, preferably in wealth management, financial services, professional services, or another regulated environment. * Experience independently managing marketing execution across multiple channels and initiatives. * Hands-on experience with CRM systems, email marketing platforms, website content management, and marketing operations workflows. * Strong organizational, project management, writing, and communication skills. * Comfortable managing multiple priorities in a fast-paced and evolving environment. * Bachelor’s degree in Marketing, Communications, Business, Finance, or related field preferred. KEY SKILLS & ATTRIBUTES * Experience supporting marketing operations, campaign execution, and advisor-facing marketing initiatives * Familiarity with CRM systems, marketing automation tools, email marketing, and content distribution * Experience supporting marketing collateral, presentations, website updates, and digital content management * Strong writing, editing, organizational, and project management skills * Ability to coordinate client events, marketing workflows, and cross-functional initiatives effectively * Comfortable working directly with leadership, advisors, operations, and external vendors * Familiarity with a regulated marketing environment, compliance reviews, disclosures, approvals, and recordkeeping processes preferred * Experience working in an RIA, financial services, or professional services environment preferred * Resourceful, proactive, and comfortable building structure and processes within a growing organization COMPENSATION AND BENEFITS * Base Salary: $85,000–$105,000, commensurate with experience. Additional discretionary compensation may be available based on individual and firm performance. * Benefits: Comprehensive benefits package including health insurance, retirement plan contributions, professional development opportunities, and other standard firm benefits. DISCLAIMER: Threadline Wealth is an equal opportunity employer and is committed to fostering a professional and inclusive workplace. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other protected characteristic under applicable law. This job description is intended to describe the general nature and level of work being performed and is not intended to be an exhaustive list of all duties, responsibilities, or qualifications required of the position. Employees may be required to perform other job-related duties as assigned. Duties, responsibilities, and activities may change at any time, with or without notice, to meet business and operational needs.

Responsibilities

The Marketing Manager is responsible for executing day-to-day marketing operations, including campaigns, content distribution, and CRM management within a regulated RIA environment. The role also involves managing brand standards, developing collateral, and leading the execution of client and prospect events.