Marketing Director

Who we are: Capita is a fast-growing RIA firm. We focus on building long-lasting relationships with individuals, families, and business owners through comprehensive financial planning. We are growing quickly, and we need your talents and energy at our firm!

Job: Full-time, Monday- Friday, 9:00 am- 5:00 pm.

Location: Draper, UT

Job Overview:

The Marketing Director leads the marketing department and is responsible for developing and executing the overall marketing strategy to drive business growth, brand awareness, and advisor engagement. This role sets the vision, direction, and execution standards across all marketing functions, overseeing campaigns, events, digital, and internal marketing initiatives, while managing and mentoring a team of five marketing professionals with anticipated team growth. The ideal candidate is a visionary, strategic, and hands-on leader who proactively develops original ideas, programs, and initiatives to continuously advance and evolve the company's marketing efforts in alignment with company goals and advisor needs.

Duties and Responsibilities

• Develop and execute comprehensive marketing strategies aligned with company objectives and long-term growth goals.

• Oversee and take full ownership of the marketing department and its team, including performance management, organizational structure, processes, strategic direction, and providing mentorship, coaching, and performance oversight.

• Establish marketing priorities, timelines, staffing needs, and budgets; ensure projects are delivered on time and within scope.

• Develop and introduce innovative and forward-thinking marketing ideas and initiatives designed to strengthen brand presence, advisor engagement, and business growth.

• Continuously evaluate marketing trends, tools, and industry best practices to drive strategic evolution.

• Collaborate with executive leadership to support company positioning, expansion opportunities, and organizational initiatives.

• Work closely and collaboratively with all members of the executive leadership team to develop, align, and execute company-wide strategic initiatives.

Campaigns & Communications

• Oversee the planning, execution, and performance of marketing campaigns across digital, print, email, and social platforms.
• Ensure consistent branding, messaging, and tone across all marketing materials and channels.
• Analyze campaign performance and adjust strategies based on data, results, and business objectives.

Events & Advisor Support

• Lead the planning and execution of company events, including internal events, advisor events, conferences, and client-facing initiatives.
• Oversee advisor marketing support, including event coordination, marketing materials, communications, and campaign execution.
• Ensure events align with brand standards, marketing strategy, and business objectives.

Digital & Website Oversight

• Provide oversight and strategic direction for the company website, ensuring content is accurate, current, and aligned with marketing goals.
• Coordinate with internal team members and external vendors on website updates, SEO strategy, and digital marketing improvements.
• Ensure digital platforms effectively support lead generation, advisor engagement, and brand visibility.

Operations & Cross-Functional Collaboration

• Maintain marketing documentation, departmental processes, and workflows to ensure operational efficiency and consistency.
• Partner with other departments (HR, Operations, Leadership, Sales, and Advisor Support) to support internal communications and company initiatives.
• Manage vendor relationships and external marketing partners as needed.
• Oversee departmental performance metrics, reporting, and continuous improvement initiatives.

Required Skills and Abilities

• Strong leadership and people-management skills with the ability to inspire and develop team members.

• Demonstrated ability to lead and operate an entire department while maintaining strategic and operational oversight.

• Proven experience in campaign planning, execution, and performance tracking.

• Visionary and innovative mindset with the ability to proactively generate and implement new marketing ideas and strategies.

• Highly organized with the ability to manage multiple projects, priorities, and deadlines.

• Excellent verbal and written communication skills.

• Strong analytical and problem-solving abilities.

• Experience with event planning and execution.

• Proficiency with Microsoft Office Suite and marketing-related tools or platforms.

• Ability to balance high-level strategic planning with hands-on execution and team leadership.

Education and Experience

• Bachelor's degree in Marketing, Communications, Business, or a related field required.
• 5-8 years of progressive marketing experience, including senior leadership experience running or overseeing a marketing department and managing teams.
• Experience working in a mid-sized organization preferred.
• Experience supporting advisors, sales teams, or professional services organizations is a plus.

We offer competitive pay and a great opportunity for learning and growth. Our benefits include medical, dental, and vision with a generous company contribution and match to a qualified HSA. Basic life, AD&D, and Long Term Disability all paid by Capita! 401k plan with company match after 6 months of employment. Paid time off and 12 paid holidays!

The safety and security of our employees and our clients is top priority. All offers of employment at Capita Financial are contingent upon a clear

background check.