Marketing Manager

Company Description Sullivan & Schlieman Wealth Management, LLC is a comprehensive wealth planning firm serving affluent individuals and families as they plan for and pursue their financial goals. With more than 150 years of combined industry experience, the team designs tailored strategies focused on clients’ specific needs and long-term objectives. Founded by Andrew Sullivan, CFP®, the firm emphasizes trust built through hard work, transparent communication, and collaborative service. These values have helped create multi-generational client relationships that span decades. The firm partners with LPL Financial, a Registered Investment Advisor, and maintains registrations across multiple states, reflecting its commitment to professional standards and regulatory compliance.Role Description The Marketing Manager is a full-time, on-site role based in Alpharetta, GA, responsible for leading and executing the firm’s marketing strategy to support growth and client engagement. Day-to-day responsibilities include developing and implementing marketing plans, managing digital and traditional campaigns, and coordinating branding and messaging across all client touchpoints. The role oversees content creation for the website, email communications, social media, and printed materials, ensuring consistency with the firm’s values and regulatory requirements. The Marketing Manager will analyze marketing performance data, report on results, and adjust tactics to improve reach and effectiveness. Collaboration with advisors, operations staff, and external vendors is essential to deliver high-quality client events, campaigns, and outreach programs.QualificationsDemonstrated experience in marketing management, preferably within financial services, wealth management, or professional services.Strong skills in marketing strategy, campaign planning, and brand positioning to support business development and client retention.Proficiency in digital marketing tools, including email marketing platforms, social media management, website content management, and basic analytics.Ability to create clear, compliant marketing content and collateral, with excellent writing, editing, and attention to detail.Comfort working within regulated environments, with an understanding of compliance considerations in financial marketing (FINRA/SIPC guidelines a plus).Excellent communication, interpersonal, and collaboration skills, with the ability to work closely with advisors and support staff.Strong organizational and project management abilities, including managing multiple campaigns and deadlines simultaneously.Bachelor’s degree in Marketing, Communications, Business, or a related field; relevant professional certifications are a plus.Experience planning and promoting client events, seminars, or webinars is beneficial.Proficiency with common office and design tools (e.g., Microsoft Office, basic graphic design or Canva/Adobe experience preferred).