Head of Marketing, - Austin - Bluespring Wealth Partners

Description

Head of Marketing, Bluespring Wealth Partners

Join to apply for the Head of Marketing, Bluespring Wealth Partners role at Bluespring Wealth Partners

Head of Marketing, Bluespring Wealth Partners

Join to apply for the Head of Marketing, Bluespring Wealth Partners role at Bluespring Wealth Partners

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Talent Acquisition & HR Professional | Building Teams, Shaping Careers | Champion of Exceptional Candidate Experiences | SHRM-CP | SHRM Talent…

ABOUT US:
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come.
Kestra Holdings companies collectively oversee $123 billion in assets under administration (AUA) and support more than 2,400+ independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Located in the "Silicon Hills" of Austin, Texas, Kestra Holdings offers an experience as unique as the city in which it operates.
Key Responsibilities
The Head of Marketing for Bluespring Wealth Partners will enhance the overall marketing strategy and drive execution to increase awareness and demand for each business. The leader will work with the Business Unit President, Pradeep Jayaraman, and Leaders (Business Development, COO, Revenue Growth, Operations) to create marketing and communication strategies that increase awareness and support the recruitment of advisors to join Bluespring Wealth Partners.
The Head of Marketing will collaborate with the business team to identify insights and develop effective marketing and branding strategies.
This role will lead a matrix team responsible for all elements of an integrated, end-to-end marketing function, including media, brand, product, and solution marketing, content and thought leadership, campaigns, demand generation, digital marketing, events, public relations, and strategic communications.

• Own the strategic thinking, development, ideation, and execution of best-in-class integrated marketing plans and strategies through various channels, including websites, social media, industry marketing, events, and PR campaigns.
• Oversee the day-to-day activities of the matrix team, including marketing content and collateral, demand generation, and in-house design.
• Spearhead the strategic and tactical execution of marketing campaigns, including the design of test/control segmentation, implementation of tests, tracking, results reporting, analysis, and recommendations.
• Collaborate with Lead Generation professionals to develop, execute, and optimize business development, marketing, and lead gen activities for each company, drive interest, and support recruiting efforts.
• Collaborate with Communication colleagues to develop a unified messaging, positioning, and narrative that ensures consistent communication across all business units, both internally and externally, through all key brand touchpoints.
• Develop and manage marketing plans and corresponding budgets to meet revenue and brand health goals. Identify short-term and long-term scheduling, budget, and resource needs, including the development and management of an annual marketing budget, expenditure spending, and other financial considerations.
• Understand key marketing performance metrics and tracking tools to provide market research, forecasts, competitive analyses, and campaign results.
• Measure the performance of all marketing activities and lead generation campaigns, assess ROI against KPIs, and refine activities and strategies to achieve them.
• Responsible for educating team members on the priorities for Bluespring Wealth Partners, which will enable them to develop their discipline-specific plan. Hold regular meetings with matrix team members to review the pipeline, resolve challenges, present possible solutions, and provide ongoing training to ensure the team consistently performs above standard.
• Act as a trusted advisor to the President of Bluespring Wealth Partners and the C-Suite team.
  

QUALIFICATIONS:

• 10 years of marketing experience with at least 5 years leading successful marketing teams with documented results in the Brokerage and Advisory.
• Experience leading all aspects of the marketing function, including media, brand, product, and solution marketing, content and thought leadership, campaigns, demand generation, digital marketing, events, public relations, and internal/external communications.
• Demonstrated success translating quantitative data and research findings from customer insights into innovative marketing strategies that drive business results.
• Implemented key financial metrics to drive a business to greater marketing excellence while balancing costs.
• Ability to manage a budget across working media and monitor and manage all associated costs efficiently.
• Proven leader with the ability to predict market trends and instill passion into the team and partners.
• Persuasive, confident communicator who understands when and how to use influence and authority.
• Intrapreneurial spirit with a willingness to challenge the status quo and try new approaches.
• Hands-on, high-energy, "roll up your sleeves" mindset, with the ability to be a driver and change agent in an organization. Leads by example at both the strategic and tactical levels.
• Thrives in a dynamic, changing, and often ambiguous environment: a curious mindset, a hunger to learn, and a drive to succeed.
• Demonstrates and promotes a culture of professionalism, accountability, customer and client focus, and teamwork.
• Manages emotions and relationships effectively during periods of ambiguity, pressure, and uncertainty, while striving for the best possible conclusions.
  

EDUCATION:

• Bachelor's degree from a four-year accredited college or university.
• A master's degree in marketing or business is a plus.
  

About Bluespring Wealth Partners
Through a highly customized and people-centric approach, Bluespring Wealth Partners is dedicated to the acquisition and support of the industry's premier wealth management firms. In partnering with best-in-class wealth advisors and their teams, Bluespring Wealth Partners looks to perpetuate and enhance the value that they bring to their clients, providing continuity and new opportunities in the process. Bluespring Wealth Partners was established with the express purpose of helping entrepreneurs take their business to the next level of growth through successor identification and training, industry-leading consulting and operational resources, flexible ownership arrangements, and institutional capital support. By focusing on partnership as the driver of success, Bluespring Wealth Partners empowers wealth management firm owners to elevate their business without sacrificing their entrepreneurial spirit, founding principles, and long-term vision.
Bluespring Wealth Partners is a subsidiary of Kestra Holdings.
Investment advisory services offered through Tatro Capital LLC d/b/a Joule Financial.
For more information about Bluespring Wealth Partners, please visit
INTERNAL APPLICANT POLICY:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
  

KESTRA VALUES:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Marketing and Sales

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Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Student loan assistance

Disability insurance

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