Marketing Manager

Company Overview:

CalPrivate Bank is a dynamic, growing financial institution. With a strong foundation built on Relationships, Solutions & Trust, we are seeking a talented Marketing Manager to amplify our story, engage shareholders, and position us as a leader in the financial sector, as we transition to a publicly traded company.

Job Summary:

We are looking for a strategic and creative Marketing Manager to lead our marketing efforts during this exciting phase of growth. You will oversee campaigns which highlight our value proposition to customers, investors, and the broader market, ensuring our brand resonates across all channels. This role requires a blend of "big-picture" thinking, hands-on execution, and a knack for translating financial complexity into compelling narratives.

Key Responsibilities

• Brand Strategy: Develop and refine a cohesive brand identity emphasizing trust, stability, and innovation to appeal to customers and investors alike.
• Campaign Management: Design and execute multi-channel marketing campaigns (digital, print, social, events) to build awareness and excitement around our growth and our ongoing services.
• Investor Engagement Support: Collaborate with the leadership team to craft marketing materials (e.g., presentations, videos, fact sheets) that communicate our financial story and growth potential to prospective shareholders.
• Customer Retention & Acquisition: Drive initiatives to deepen relationships with existing clients while attracting new ones, showcasing how our growth enhances our offerings.
• Content Creation: Oversee the development of high-quality content—blogs, web pages, social posts, press releases—that positions us as a thought leader in banking and finance.
• Market Research: Analyze industry trends, competitor strategies, and customer insights to inform marketing plans and keep us ahead of the curve.
• Team Leadership: Manage internal clients, vendors, and agencies, fostering collaboration and ensuring deadlines are met with excellence.
• Metrics & Reporting: Track campaign performance, ROI, and brand sentiment, providing actionable insights to refine strategies
• Other Duties as Assigned

Qualifications:

• Bachelor’s degree in Marketing, Business, Communications, or a related field (MBA a plus).
• Minimum of 5 years of marketing experience, ideally in financial services or a regulated industry.
• Proven success leading campaigns for high-stakes moments (e.g., product launches, rebrands, or public offerings).
• Strong understanding of digital marketing tools (SEO, social media platforms) and analytics (Google Analytics, etc.).
• Exceptional storytelling skills—able to distill complex financial concepts into clear, engaging messages.
• Experience working with cross-functional teams (e.g., sales, compliance, investor relations).
• Comfort thriving in a fast-paced environment with shifting priorities and tight deadlines.
• Banking experience is highly preferred
• Familiarity with public company marketing is highly preferred

Key Competencies:

• Excellent organizational and time management skills
• Strong problem-solving skills
• Ability to consistently coordinate and work collaboratively with internal and external stakeholders
• Strong interpersonal skills
• Proven ability to communicate effectively across all organizational levels and with internal and external stakeholders.
• Strong relationship building skills
• Strong negotiation skills