We’re Hiring:

Director of Marketing & Client Engagement

Balentine is seeking a Director of Marketing and Client Engagement to set the strategic direction for all marketing, communications, and engagement efforts for Balentine. They serve as the champion of Balentine’s brand narrative, ensuring that every client-, prospect-, and COI-facing experience reinforces the firm’s value proposition and strategy. The Director partners closely with Firm Leadership, Relationship Management, Investment Strategy, Private Capital, and Family & Legacy teams to strengthen our reputation, relationship with clients, prospects and COIs, and business development function.

This role oversees the full marketing ecosystem, including our brand, BD funnel, content, digital, comms, events alignment, sponsorship strategy, and analytics, while managing a small internal team and specialized external partners (strategy/thought leadership, graphic design, photo & video).

The successful candidate must be technologically savvy, proactive, efficient, and able to consistently display a high level of professionalism and confidentiality.

Responsibilities

Strategic Leadership & Planning

• Develop and execute the annual marketing and engagement strategy aligned to firm priorities and client experience objectives.
• Manage the firm’s brand narrative to ensure consistent positioning across all markets, channels, and materials.
• Lead the integrated planning calendar across thought leadership, digital, PR, events, and campaigns.
• Serve as the final approval for all major marketing initiatives and brand expressions.
• Serve as liaison to the Business Development team, manage the Hubspot > Salesforce integration alongside Relationship Managers and IT, and support monthly prospect check-ins with data and information.
• Lead development of segmentation and nurturing workflows alongside Senior Marketing Manager.

Cross-Functional Partnership

• Partner with executive leadership to support Balentine’s business pillars (Family & Legacy, Business Advisory, Private Capital, Investment Strategy, etc.).
• Collaborate with Relationship Managers to support client/prospect pipeline health, COI engagement, and client retention.
• Foster team’s alignment with HR on employer brand and internal communications where needed.

Communications Oversight

• Ensure all messaging reflects Balentine’s tone, intellectual rigor, and service ethos.
• Oversee multi-format content (reports, articles, videos, email, website, Shorthand, social).
• Maintain brand standards and ensure consistency and compliance.
• Oversee PR strategy and high-stakes external communications.

Digital Ecosystem & Analytics

• Set strategic direction for website evolution, HubSpot optimization, and integrated CRM analytics (Salesforce + HubSpot).
• Help create, monitor, and evolve KPIs to improve pipeline visibility, digital performance, and audience segmentation.
• Drive a culture of constant iteration through quarterly reporting and insights reviews.

Events & Sponsorship Strategy

• Support Client Experience to develop the strategic framework for events (themes, audiences, desired outcomes) and provide project management for the event process.
• Collaborate with leadership on sponsorship decisions and ensure alignment with business goals, consistent brand execution, and optimized outcomes.
• Guide creative direction for invitations, messaging, and attendee experience.
• Delegate (and oversee) operational execution to internal support teams or external partners.

Team Leadership & Vendor Management

• Manage and coach the Senior Manager and Marketing Associate; responsible for performance reviews + development plans.
• Oversee outsourcing strategy for design, PR, video, photography, and production.
• Develop clear workflows and lead the team’s service to internal clients.

Qualifications

• 10+ years in strategic marketing or engagement roles, ideally in financial services, professional services, or B2B advisory.
• Exceptional storytelling, writing, and brand development abilities.
• Strong experience developing and driving the use of CRM systems and digital marketing analytics.
• Comfortable engaging with executive leadership and contributing to firm-wide strategy.
• Experience managing teams, agencies, and multi-office environments.

Competencies

While we acknowledge there can be multiple approaches to a job well-done, the below competencies outline some of the characteristics that we expect to contribute to the success of this position.

+           Professional and Courteous

• • Ability to have a positive impact on the people around you
  • Ability to prioritize creating a positive, memorable experience for clients and guests

+           Emotional Intelligence and Interpersonal Skills

• • Ability to read and connect with people and respond accordingly in varying situations
  • Ability to recognize own and others’ emotions and use them to create positive interactions

+           Organized and Productive

• • Ability to manage multiple projects and competing priorities without missing deadlines
  • Ability to self‐manage, prioritize, and produce quality work in both individual and team environments

+           Calm Under Pressure / Unflappable

• • Ability to maintain high service standards and problem-solve effectively when faced with new challenges

+           Adaptable and Reliable

• • Ability to remain unperturbed by changing priorities and conditions

Compensation

Balentine offers a competitive compensation package, including an attractive base salary and benefits.

 Company Overview

Balentine LLC is a boutique wealth management firm with $8B of Assets Under Advisement and growing. Built on integrity and a commitment to provide a fiduciary standard of care, our firm was founded by, and continues to attract, a world-class team of driven and dedicated individuals. At Balentine, everything we do prioritizes our clients and employees. We have assembled an exceptional team that values relationships as well as results and have created an environment where motivated people flourish.

Balentine’s culture reflects a collaborative and diverse workforce driven by excellence and a commitment to lifelong learning. We deeply value our culture, and it is at the core of all that we do.