About Bridges Trust
Bridges Trust is a privately-owned trust and wealth management firm providing comprehensive trust, wealth management, family office, and strategic planning services for a growing client base of successful individuals and families, endowments and foundations, business owners, and corporations. Our experienced team of professionals in investments, trusts, and philanthropy are dedicated to helping our clients develop and implement innovative and effective strategies to preserve and maximize their wealth across generations.
Bridges Trust is built on the tenacity and ethic of our team members. We are united in our commitment to deliver expertise and unparalleled service and look forward to adding team members who align with our values of trust, service, excellence, and performance.
Why Join Us
This is a high-impact role offering the opportunity to shape the firm’s growth trajectory, mentor a talented team, and influence the evolution of our brand and client experience. You’ll work directly with senior leadership to implement initiatives that make a tangible difference in how we attract, serve, and retain our clients.
About the role
We are seeking a strategic and results-driven Senior Vice President of Marketing to lead our firm’s marketing program. This role is ideal for an experienced marketing leader who combines strategic vision with hands-on execution, leveraging both digital and relationship-driven approaches to accelerate growth and deepen client engagement.
What you'll do
- Strategic Leadership: Develop and execute comprehensive marketing strategies to drive lead generation, pipeline growth, and conversion across multiple channels.
- Business Alignment: Oversee marketing objectives and programs that directly support the firm’s broader business and revenue goals.
- Executive Partnership: Collaborate closely with the CEO and senior leadership to define and deliver initiatives that enhance client acquisition, retention, and firm growth.
- Marketing Technology: Lead the development, optimization, and adoption of CRM and marketing automation systems to enable effective segmentation, tracking, and analytics.
- Data-Driven Infrastructure: Establish dashboards and KPIs that monitor marketing performance, lead flow, conversion rates, and advisor activity in real time.
- Advisor Enablement: Create and refine sales and marketing tools, playbooks, and lifecycle materials that empower advisors to engage clients and drive new business.
- Coaching & Collaboration: Partner with client-facing teams to deliver ongoing coaching and strategy sessions focused on maximizing marketing insights and tools.
- Team Leadership: Provide strategic oversight for brand, communications, and events teams—ensuring alignment, collaboration, and excellence in execution.
- Brand & Messaging: Safeguard brand consistency and storytelling across digital, print, and experiential channels, maintaining a cohesive and compelling narrative.
- Operational Excellence: Manage marketing budgets, forecasts, and resource allocation, balancing long-term strategy with near-term opportunities.
- Continuous Improvement: Evaluate and enhance marketing processes and cross-functional collaboration to ensure scalability and sustained performance.
Qualifications
- Bachelor’s degree in Marketing, Business, or related field; MBA preferred.
- 10+ years of progressive marketing leadership, ideally in financial or professional services.
- Proven record driving lead generation, pipeline growth, and client acquisition through data-driven strategies.
- Expertise in CRM and marketing automation platforms (e.g., Salesforce, HubSpot) with strong tech integration skills.
- Skilled in executing measurable, multi-channel campaigns that support advisor and firm growth.
- Strategic and analytical thinker with the ability to translate insights into actionable growth plans.
- Exceptional leader and team builder with a collaborative, results-oriented approach.
- Strong business acumen and familiarity with financial services dynamics and regulatory considerations.