Director of Marketing at Laird Norton Wetherby | San Francisco | Rezi

Director of Marketing at Laird Norton Wetherby

Director of Marketing

Laird Norton Wetherby · San Francisco

2 weeks ago

Director of Marketing

Laird Norton Wetherby · San Francisco

17 days ago
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About the Role

LNW is seeking a marketing leader to activate its powerful brand and carry it into the market. This role involves foundational work in year one, including validating the ideal client profile, establishing operational systems, and building a measurement framework. The position will shape how LNW presents itself to the market for the next decade.

Responsibilities

  • Own the translation of LNW's brand positioning into consistent, compelling messaging across all channels and audiences.
  • Ensure brand consistency across every touchpoint: digital, events, email, website, content, internal communications, and more.
  • Serve as the internal steward of LNW's voice and identity as the firm grows.
  • Partner with leadership to sharpen LNW's ideal client profile and translate that clarity into more targeted messaging and channel strategy.
  • Lead the marketing strategy for LNW's flagship event series, developing positioning, programming, and communications.
  • Build the event strategy that deepens relationships and creates peer connections.
  • Design and oversee programs that help the next generation understand and navigate wealth, manage complexity across generations, and support LNW's team growth.
  • Develop breakout and workshop programming that educates clients on LNW's capabilities.
  • Champion the intentional cultivation of deep, lasting bonds across LNW's entire ecosystem.
  • Build internal credibility with Wealth Managers and practice leads so that marketing becomes a resource the whole firm actively uses.
  • Oversee LNW's content strategy, including various publications, webinars, and advisor-facing content.
  • Position LNW's leadership as credible, trusted voices.
  • Ensure all content reflects LNW's brand standards and is reviewed through the appropriate compliance process.
  • Develop and execute marketing strategies that support client retention, deepening, and acquisition, with a focus on the next generation of UHNW clients.
  • Build and optimize lifecycle marketing programs in partnership with CRM and business development.
  • Create the channel strategy that reaches prospective clients and Centers of Influence without compromising the firm's premium positioning.
  • Own the website, SEO/AEO strategy, and digital experience in partnership with agency partners.
  • Oversee paid media strategy and agency partnerships.
  • Manage the marketing technology stack including CRM (Salesforce), marketing automation (Marketo), and email operations.
  • Build the measurement infrastructure from the ground up, including a marketing performance dashboard, customer acquisition cost tracking, a budget framework, and attribution reporting.
  • Manage and develop a small in-house marketing team.
  • Oversee relationships with external agency partners across PR, paid media, email/CRM, website, and creative production.

Requirements

  • 10+ years of marketing experience, with meaningful time in financial services, wealth management, or an adjacent regulated industry.
  • Demonstrated experience leading brand and marketing strategy, not just execution.
  • Experience managing external agencies and internal teams simultaneously.
  • Familiarity with the UHNW or family office client segment is strongly preferred.
  • Candidates must meet all employment qualifications at time of hiring, including successful completion of background and credit checks, execution of all employee agreements, and ability to consistently and efficiently perform the job’s essential functions, duties and responsibilities.

Skills

  • Strong brand instincts; ability to develop positioning and messaging.
  • Ability to translate strategy into execution across multiple channels.
  • Comfort working in a relationship-driven culture.
  • Experience with CRM, marketing automation, and digital analytics tools.
  • Fluency in marketing operations and technology to lead agencies and teams effectively.
  • Exceptional written communication skills; ability to write in a firm's voice.

Location

  • San Francisco, California
  • Seattle, Washington

Work Type

  • Full-time
  • Hybrid schedule (minimum 2 days/week on-site, up to 3 days/week remote)

Experience Level

  • 10+ years of marketing experience

Salary/Compensations

  • San Francisco: $175,000 - $195,000
  • Seattle: $165,000 - $185,000

Benefits

  • Meaningful annual bonus based on individual and company performance.
  • Medical, dental, and vision coverage.
  • Generous time off, including a sabbatical program.
  • Flexible spending plans for health care and dependent care.
  • 401(k) plan.
  • Educational reimbursements.

About the Company

  • LNW is a modern, full-service wealth advisory firm built for multigenerational families.
  • It offers the depth of a family office with the intimacy of a boutique.
  • Formed through the coming together of three independent firms (Laird Norton Trust, Wetherby Asset Management, and Filament).
  • One of the few wealth advisors with genuine family office roots.
  • Serves clients across investment management, trust services, legacy planning, and impact investing.
  • Culture is defined by warmth, rigor, and a deep commitment to clients and families.
  • Thinks in generations.

Equal Opportunity

  • The firm aims to cultivate an inclusive environment and culture that fosters growth, collaboration and acceptance; where we celebrate the diverse voices and perspectives of our employees; and where employees feel empowered to bring their full, authentic selves.
  • Our diversity drives us forward and helps us build deeper relationships with our clients and our community.
  • The firm is an equal opportunity employer and prohibits discrimination against employees, applicants for employment, individuals providing services in the workplace pursuant to a contract, unpaid interns and volunteers based on their actual or perceived sexual orientation, gender, gender identity, gender expression, ancestry, marital status, registered domestic partner status, military and veteran status, civil air patrol status, national origin, immigration status, pregnancy (including childbirth and related medical conditions, and including medical conditions related to lactation) or medical condition (cancer and genetic characteristics).