Job Description

Job Description

Job Description

Behind the Title

At Innovia Wealth, marketing is about clarity. We tell the story of entrepreneurship, impact, and the families we serve. Our work helps clients understand who we are, what we stand for, and why our approach to wealth management is different. Marketing reinforces the Innovia experience by making our message sharp, consistent, and easy for clients to connect with.

As a Marketing Manager, you will expand Innovia's brand, strengthen our digital presence, and run a marketing engine that supports a fast-growing, entrepreneur-focused wealth management firm. You'll work with leadership, translate strategy into execution, and produce content that positions Innovia as the premier partner for business owners, qualified purchasers with $5M+ in liquid assets, and families navigating complex planning needs.

The Marketing Manager Role at Innovia

Once fully onboarded, you'll own the following responsibilities:

Content Development & Distribution

• Run day-to-day content gathering, posting, and scheduling across all channels.
• Produce and publish organic content that highlights our team, reinforces our value, and elevates client trust.
• Partner with advisors to turn ideas into clear, relevant thought leadership.
• Maintain and refine Innovia's brand voice to stay aligned with our fiduciary, client-first values.

Digital Campaign Management

• Manage digital campaigns across LinkedIn, Meta, YouTube, and other platforms in coordination with our external partner.
• Pull performance data and extract insights to shape the next iteration of campaigns.
• Handle accurate data entry, reporting, and communication with marketing vendors.

Public Relations & Visibility

• Identify PR opportunities in targeted outlets and bring forward recommendations.
• Coordinate award submissions, recognitions, and press mentions.
• Maintain relationships with PR vendors and media contacts.
• Support logistics for client and prospect events.

CRM Management & Analytics

• Serve as the point person for marketing-related CRM data.
• Pull lists, reports, and engagement metrics to support advisor outreach and follow-up.
• Track marketing performance across channels and provide clear recommendations.

Brand & Design Coordination

• Produce light design work (graphics, PDFs, event materials) aligned with Innovia's brand standards.
• Support website updates, brand collateral, and vendor coordination.
• Assist with logistics and promotional support for events.

Qualifications / Competencies

Hard Skills

• Bachelor's degree in Marketing, Communications, or related field.
• 3–5 years of professional marketing experience (in financial or professional services preferred but not required).
• Familiarity with digital marketing platforms (LinkedIn, Meta, YouTube, Squarespace).
• Experience with CRM and analytics systems (HubSpot, Salesforce, or similar).
• Strong writing and editing skills.

Soft Skills

• Curious, driven, and eager to learn.
• High attention to detail and strong organizational skills.
• A clear communicator with the ability to collaborate across internal teams.
• Thrives in a professional, entrepreneurial environment and adapts quickly to new challenges.

Innovia ISM's

Our culture is our secret sauce. Here's what we live by:

• We're Not Selling Perfection, Just Being Real: Focus on genuine interactions and personal authenticity.
• Be a Pro: Proofread your work. Be punctual. Own your outcomes.
• Win or Learn: Embrace feedback and stay curious without letting ego get in the way.
• Celebrate the Wins : Acknowledge progress. Share success.
• The Best is Yet to Come : Be optimistic and positive in your vision.
• Entrepreneurism is the Greatest Form of Charity : Innovate to create impact. Help clients do the same.
• Pay it Forward : Help others without keeping score.
• Practice Purposeful Abandonment, Don't Fall in Love with Your Homework : Prioritize what matters and keep learning.
• Every Yes is a No; Every No is a Yes : Be intentional with your commitments.
• News Doesn't Happen in the Newsroom: Be in the know by staying engaged. Get out there and take action.
• Practice Professional Courtesy : Recognize that your decisions and actions have impact; seek to understand the broader impact before jumping into action.
• Assume Positive Intent : Trust first. Verify later.
• Be an Aspirin : Start with "yes," and make others' lives easier.
• Don't Bury the Headline : Communicate what matters clearly and early.
• Surround Yourself with People who Fight for You in Rooms You Aren't In: Loyalty and advocacy are key.
• Everything Happens for a Reason : Stay grounded and open-minded. See the possibility, even if it wasn't the outcome you hoped for.

Our Commitment to Our Team

We embrace a strong culture that provides clear and consistent messaging. We provide the tools and training needed to support career development and allow for growth opportunities. We achieve our goals through a spirit of collaboration and cooperation. We improve through our learns and we celebrate our wins.

Compensation & Benefits

• Competitive base salary
• Performance bonus with eligibility based on lead generation and growth targets
• 100% employer paid medical, dental, vision, disability and life insurance
• 401k retirement plan with company safe harbor contributions
• Paid time off and company-recognized paid holidays
• Professional development opportunities

Ready to grow with us?

If you're energized by growth, innovation and making a meaningful impact with every message - and excited to be part of a team where culture is more than a buzzword - you've found the right place. Join our team that believes in ownership, teamwork, and that the best is yet to come!

We require a background check as a condition of offered employment.

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