• Serve as the central marketing advisor to Regional Presidents and Wealth Managing Directors, aligning on growth objectives, client needs, and market dynamics. • Translate regional priorities into clear, actionable annual plans with goals, budgets, and KPIs. • Advise senior leaders on go-to-market strategies for priority offerings; ensure approaches are differentiated, relevant, and business-focused. • Lead marketing plans that integrate brand, content, events, CRM, digital, and social into cohesive, scalable campaigns tailored to UHNW/HNW and high-complexity audiences. • Collaborate closely with brand, creative, and events teams to develop narratives, assets, and guidelines that reflect positioning and compliance standards. • Design and deliver high impact programs: thought leadership forums, strategic community partnerships, premium hospitality, and high impact sponsorships. • Identify and secure high-impact sponsorships and exclusive opportunities aligned to target segments; negotiate benefits and ensure ROI. • Partner with digital and e-commerce teams to create targeted landing pages and personalized post-event journeys that drive conversion and nurture leads. • Extend event reach via coordinated digital and social activation; collaborate with content/social teams to amplify moments, insights, and executive visibility. • Partner with Communications/PR to identify media moments, speaking opportunities, and executive thought leadership placements that reinforce market authority. • Develop post-event content strategies (recaps, CTAs, gated content, nurture streams) in partnership with direct marketing teams to maximize event impact. • Build and manage a data-driven performance framework—tracking audience engagement, pipeline influence, sourced revenue, client sentiment, and spend efficiency. • Provide transparent reporting to business partners that shows marketing’s contribution to pipeline and revenue and translate insight into action. • Identify opportunities to streamline, scale, or replicate best practices across regions. • Mentor and influence junior team members fostering a culture of curiosity, collaboration, and excellence. • Oversee budget planning, forecast accuracy, vendor management, and cost optimization; ensure compliance, risk, and brand standards. • Manage hospitality programs and premium experiences where relevant (e.g., high-visibility sponsorships), aligning with relationship-building strategies. • Oversee a 1.5mm budget and account for activities associated with spend.