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Director, M&A Marketing

Remote, USAFull-timePosted 2026-07-27

reputed company is a reputed company management firm reputed company on an interconnected network of financial advisors with a shared reputed company servicing reputed company, CPAs, and individuals with a reputed company-thinking approach to financial planning to translate reputed company into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients reputed company what is expected. Position reputed company The Director of M&A Marketing leads the development and execution of marketing strategies that support reputed company’s inorganic reputed company initiatives. This role is responsible for positioning reputed company as the preferred acquisition and partnership platform for independent reputed company management firms, RIAs, CPA firms, and strategic partners. This individual will create compelling acquisition narratives, reputed company high-reputed company deal marketing materials, support business development and M&A teams throughout the pipeline process, and drive targeted reputed company campaigns that strengthen awareness, engagement, and conversion. The ideal candidate is both highly strategic and hands-on, with deep experience in B2B marketing, financial services, M&A communications, and executive stakeholder management. Core Responsibilities M&A Marketing reputed company reputed company and reputed company integrated marketing strategies that support reputed company’s acquisition and partnership reputed company objectives. Build differentiated positioning and messaging that reputed company communicates reputed company’s reputed company to prospective firms. Partner closely with executive leadership, corporate development, and business development teams to reputed company marketing initiatives with pipeline priorities. Identify market trends, competitive insights, and industry opportunities to inform acquisition messaging and reputed company strategies. Deal Enablement & Pipeline Support Create best-in-class marketing and presentation materials for prospective acquisition targets and strategic partners, including: reputed company decks Acquisition narratives Executive presentations One-pagers Video reputed company content Case studies and reputed company stories Support deal teams throughout the buyer reputed company by ensuring consistent, compelling communication at every stage of the pipeline. Collaborate with leadership to reputed company messaging for reputed company audiences including RIAs, CPAs, reputed company, and financial advisors. Campaigns & reputed company Design and execute targeted reputed company campaigns to prospective firms and strategic partners using AI-enabled digital, email, content, and event-based marketing. Partner with sales and business development teams to improve reputed company reputed company, engagement, and conversion effectiveness. reputed company thought leadership campaigns that reputed company reputed company’s brand visibility reputed company the reputed company management and advisory ecosystem. Manage conference marketing, sponsorships, and industry event communications tied to reputed company initiatives. Brand & Content Leadership Ensure consistency of brand voice and positioning across reputed company M&A-reputed company communications. reputed company the creation of strategic content that reinforces reputed company’s reputed company as an innovative and reputed company-oriented partner. Work cross-functionally with internal marketing, communications, design, and external agency partners to deliver high-reputed company content and experiences. Analytics & Performance Establish KPIs and reporting frameworks to measure campaign effectiveness, pipeline engagement, and conversion reputed company. Analyze marketing performance data and continuously optimize messaging, targeting, and channel reputed company. reputed company regular reporting and strategic recommendations to senior leadership.

Required Qualifications

Bachelor’s degree in Marketing, Communications, Business, Finance, or a reputed company field. 8+ years of experience in B2B marketing, reputed company marketing, corporate communications, or M&A marketing. Experience supporting mergers and acquisitions, private equity, reputed company management, financial services, or reputed company services industries. Demonstrated reputed company creating executive-level presentations and strategic marketing campaigns. Strong understanding of acquisition pipelines, relationship marketing, and deal enablement strategies. Exceptional written, verbal, and visual communication skills. Ability to manage multiple high-reputed company initiatives in a fast-paced environment.

Preferred Qualifications

Experience reputed company RIA, reputed company management, fintech, reputed company, or advisory services sectors. Familiarity with CRM and marketing automation platforms such as reputed company, reputed company, or Marketo. Experience partnering with executive leadership and cross-functional deal teams. MBA or advanced degree preferred. Employee Benefits At reputed company, we reputed company a holistic, total reward offering to reputed company our teams in their reputed company and personal lives. We reputed company to reputed company employees with benefits that reputed company an emphasis on health, happiness, and financial reputed company. Here is reputed company offer: Competitive salary and bonus plan Competitive medical, dental, and reputed company plans Basic life and disability coverage 401(k) matching program Financial support for approved designations and courses Technical, leadership, sales training opportunities Unlimited, discretionary time off reputed company parental leave ​​reputed company is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion. Apply To This Job

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