Marketing Manager

About Us:

At OsborneKlein, we are one of the fastest-growing financial advisory practices in the industry. Ranked as one of Barron’s Top 100 and Forbes Best-In-State, we’re also recognized as one of the Best and Brightest Places to Work in the Nation. We specialize in delivering personalized wealth management solutions that truly impact our clients’ lives. Our CEO and Marketing Director are deeply passionate about marketing, client experience, and empowering their team to thrive—and we’re seeking a dynamic, strategic, and driven Marketing Manager to join us and help elevate our brand.

Why This Role?

This is more than just a marketing job—it’s a leadership opportunity in a firm that values passion, creativity, and strategic thinking. As Marketing Manager, you’ll receive direct support from both the CEO and Marketing Director, helping to build and lead a team while driving OsborneKlein’s marketing efforts forward. This role offers a unique chance to make a meaningful impact while growing your career in one of the top financial firms in the country.

Key Responsibilities:

Strategic Leadership: Collaborate with senior leadership to develop and execute marketing strategies that increase brand awareness, generate leads, and engage clients. You’ll play a key role in expanding the marketing function and building your own team.

Budget Management: Manage the marketing budget to maximize ROI, track expenditures, and ensure all marketing initiatives are cost-effective.

Content Creation: Lead the development of engaging content, including blog posts, newsletters, social media, videos, and webinars that resonate with our target audience and enhance the client experience.

Digital Marketing: Drive digital marketing initiatives, including SEO/SEM, email marketing, geo-fencing, geo-targeting, and paid advertising to optimize traffic and lead generation. Oversee the firm’s online presence and enhance visibility across platforms.

Brand Consistency: Ensure cohesive branding and messaging across all digital and physical marketing channels, including the website, social media, and client-facing materials.

Event Management: Plan and manage impactful client events, webinars, and workshops, as well as client appreciation events that generate leads, improve retention, and position OsborneKlein as an industry thought leader.

Client Engagement: Create and execute client engagement campaigns that deepen relationships, enhance retention, and build long-term loyalty.

Analytics & Reporting: Monitor and analyze the success of marketing campaigns, provide insights, and recommend adjustments to improve performance and meet business objectives.

Collaborative Leadership: Work with financial advisors and internal stakeholders to align marketing efforts with firm goals and client service standards.

What You Bring:

- 3 years of relevant marketing experience is required; 2 years in financial services or a professional services environment is preferred; Bachelor's degree preferred

- Proven success in developing and executing marketing strategies, with a focus on both digital and traditional channels.

- Expertise in digital marketing, including SEO/SEM, social media marketing, geo-fencing, geo-targeting, and paid ads.

- Strong budget management skills, ensuring cost-effective marketing solutions.

- Excellent writing and communication skills with a talent for crafting compelling content.

- Experience planning and executing events that drive client engagement and lead generation.

- Proficiency with marketing tools such as Google Analytics, CRM platforms, email marketing software, and design tools.

- Strong project management skills and the ability to juggle multiple tasks and priorities.

- Knowledge of financial services and regulations (preferred but not required).

- Work Ethic & Mindset: You are creative, resourceful, tenacious, and driven by results. You have a strong work ethic and a passion for bringing joy to others through your work. You’re not just looking for a job—you want to build something bigger for yourself and be part of a firm that aligns with your ambition.

Why OsborneKlein?

Direct Leadership Support: You’ll have direct coaching from both the CEO and Executive Director, who are passionate about marketing and eager to support your growth.

Growth & Career Development: Be part of one of the fastest-growing firms in the nation, where your contributions make an immediate impact and where there’s significant room for advancement.

Collaborative & Purpose-Driven Culture: Join a team that’s deeply invested in client success, creativity, and making a difference.

Comprehensive Benefits: Competitive salary, comprehensive health benefits, retirement plans, and ample opportunities for professional development.

If you’re a driven marketing professional looking to make your mark with a top-tier firm, and you thrive on creativity, passion, and building something special, we would love to speak with you!

Job Type: Full-time

Pay: Salary

Benefits:

- 401(k)

- Dental Insurance

- Disability Insurance

- Health Insurance

- Life Insurance

- Paid Time Off

- Vision Insurance

Job Type: Full-time, on-site (Portage, MI)

If you're qualified and interested, we'd love to speak with you! Please send your resume to Nico Cugier, our Marketing Director: Nicolas.1.Cugier@ampf.com.