Director, Marketing

Location:      Flexible (Remote-Friendly)

Job Type:     Full-Time

Reports To:  Head of Marketing

About Mutual

Mutual Group is a mission-driven financial services firm that empowers independent financial advisors with consulting, operations, technology, and compliance solutions. With more than 40 years of experience and over $13B in assets under administration, we serve 1,600+ financial professionals nationwide. Our values—Personal, Authentic, Collaborative, and Knowledgeable—shape how we work with each other and with our clients.

Overview of the Role

We’re seeking a hands-on Director to lead demand generation and marketing operations while managing a high-impact team. You will build, optimize, and scale our digital lead engine, owning our CRM and its integration with our workflows to create a clean path from first touch to sales engagement. This role blends leadership and execution: set strategy and standards, coach the Marketing team, and partner closely with Sales and Technology. Success looks like consistent growth in qualified pipeline, clear visibility into performance, and a well-run marketing process.

Responsibilities

Strategic Leadership & Team Oversight

• Lead Communications and Design; set goals and operating rhythms.

• Hire, coach, and develop a high-performing marketing team.

• Define campaign standards, editorial governance, and review workflows.

Demand Generation & Marketing Operations

• Own HubSpot–Zoho integration; ensure reliable, accurate lead flow.

• Define marketing- and sales-qualified lead criteria; design scoring and routing.

• Launch scalable landing pages, forms, tracking, and processes.

Content Strategy & Production

• Build content strategy and quarterly editorial calendar.

• Produce lead magnets, blogs, articles, press releases, and guides.

• Implement distribution, gating, repurposing, and search best practices.

Reporting, Analytics & Optimization

• Build dashboards for volume, conversion, and cost per lead.

• Establish attribution and campaign link tracking standards.

• Run test-and-learn plans; present insights and next steps.

Cross-Functional Partnership with Systems & Data

• Partner with Technology and Data to maintain integrations.

• Align fields, statuses, and workflows for clean lead flow.

• Monitor performance; resolve issues and coordinate website updates.

Sales Enablement & Lifecycle Nurture

• Build automated nurture journeys across the buyer lifecycle.

• Create alerts, handoffs, and playbooks that improve conversion.

• Align content to sales stages; collect feedback to refine.

Qualifications

Education & Experience

• 7+ years in demand generation or marketing operations.

• 2+ years leading or mentoring marketing team members.

• Deep, hands-on experience with HubSpot Marketing Hub.

• Proven record integrating HubSpot with customer platforms (Zoho or Salesforce).

• Bachelor’s degree in marketing, business, or related field; or equivalent experience.

Knowledge & Skills

• Strong customer relationship management foundations; Zoho familiarity.

• Content leadership: strategy, calendar, production, and governance.

• Skilled in funnel analytics, dashboarding, and optimization.

• Practical attribution and link tracking parameter standards.

• Process design, documentation, and cross-functional leadership.

• Technical troubleshooting and integration problem-solving.

• Bonus: Financial services, wealth management, or financial technology experience.

• Bonus: HubSpot certifications; experience with Google and LinkedIn ad tracking.

Cultural Fit

You’ll thrive in this role if you:

• Translate complexity into clear systems and simple workflows.

• Communicate with warmth, precision, and accountability.

• Take ownership, move with urgency, and iterate based on data.

• Listen first, collaborate deeply, and elevate those around you.

Why Mutual

• Collaborative, advisor-centric culture that values authenticity and knowledge-sharing.

• Competitive pay, performance-based bonus, comprehensive benefits (medical, 401(k) match, generous PTO, wellness).

• Ongoing learning and growth opportunities in a supportive environment.

Salary Range

$100k - $130k  commensurate with experience and qualifications.

How to Apply

If you are ready to take the next step in your career and meet the qualifications for this role, we encourage you to submit your resume and cover letter detailing your experience and interest in the Director, Marketing position.

Mutual is a B2B company that provides consulting services, operations, technology, brokerage and compliance solutions for registered investment advisory (RIA) firms and individual advisors. Mutual Group currently serves more than 1,600 financial professionals with assets under administration exceeding $13B and has been continuously striving to grow in knowledge, expertise, and client care since being founded in 1982. For more information about Mutual Group, please visit https://www.mutual.group or follow the company on LinkedIn.

Investment advisory services offered through Mutual Advisors, LLC, a SEC registered investment adviser.  Securities offered through Mutual Securities, Inc., member FINRA/SIPC.  Mutual Advisors, LLC and Mutual Securities, Inc. (collectively “Mutual Group”) are affiliated companies.