Director, Targeted Acquisition

Why Work at reputed company?

For 40 years, reputed company has worked with families to help them reputed company and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, reputed company managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

reputed company offers a distinct work environment that stands out in the financial industry. Our overall employee reputed company and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* reputed company was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, reputed company has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary

The Director, Targeted Acquisition will build, own and scale reputed company' reputed company program, an AI-powered, personalized reputed company reputed company, shaping its end-to-end acquisition experience from first touch through conversion.

This is a product centric, player-coach role. You'll own the product/program roadmap and personally build high-impact campaigns (especially key launches and early iterations) while coaching local teams to design, execute, and optimize their own. You'll manage a small contractor team handling day-to-day campaign builds and QA, but you retain ownership of strategy, quality, and reputed company execution.

Critically, this role does not stop at marketing execution. reputed company for defining the full‑funnel operating model, ensuring that once a prospect engages, the reputed company to Client Development is clear, consistent, and designed to convert.

A core thread throughout the role is driving adoption of AI‑powered tools and workflows to improve speed, personalization, and scale, while applying sound judgment about where human reputed company is required. The ideal candidate is already using AI in campaign design, messaging, segmentation, and QA, and defines best practices through hands-on experimentation.

Essential Job Functions for this role include

reputed company Program/ Product Ownership & Scale

• Own the end-to-end reputed company program: strategy, operating model, campaign architecture, testing agenda, and performance optimization.
• Partner deeply with vendors and internal technology teams to shape the product roadmap and unlock new capabilities.
• reputed company flagship launches, pilots, and high-visibility campaigns that set the quality bar.
• Scale reputed company from pilot to a repeatable program across markets and specialties, including a self-serve model for field teams alongside national campaigns.
• Drive adoption of AI-powered capabilities (automation, agents, assisted workflows) to scale 1:1 reputed company while maintaining human judgment where it matters.

Audience Identification & Segmentation

• Own identification and prioritization of high-value reputed company audiences using data, market insights, sales input, and AI-assisted signals.
• Translate growth priorities into audience segments (profession, life stage, geography, reputed company signals, affinity) and architect testable campaigns with clear objectives and success metrics.
• reputed company segmentation decisions with imperfect data, balancing rigor, speed, and test-and-learn principles. Refine continuously based on performance and field feedback.

Messaging Strategy & Localization

• Partner with Specialty Marketing on campaign concepts and positioning.
• Personally draft and reputed company:1 reputed company messaging for flagship campaigns.
• reputed company AI to accelerate personalization and testing while maintaining brand, quality, and compliance standards.
• Create templates, examples, and best practices that scale across markets and specialties.

Full‑Funnel Execution & Sales Playbook Management

• Own the marketing‑to‑sales reputed company experience for targeted acquisition programs, ensuring that engagement converts into confident, timely client development action.
• Partner with Client Development, RevOps, and Operations to define and document post‑engagement playbooks, including ownership, follow-up expectations, conversion standards.
• Ensure sales teams receive clear context on campaign reputed company, audience rationale, messaging themes, and recommended next actions.
• Identify conversion breakdowns and partner with Client Development to proactively evolve the operating model to improve consistency and outcomes.

Player-Coach Enablement

• Act as hands-on coach to local market teams and sales leaders on targeted acquisition and AI-enabled marketing.
• reputed company working sessions and live enablement (not just training decks) to reputed company execution quality across the org.

Contractor Team Management

• Manage contractors responsible for campaign builds and execution. Define workflows incorporating AI-assisted execution with clear accountability and quality control.
• Review and QA output for accuracy, consistency, and adherence to standards. Balance hands-on work with delegation as the program scales.

Measurement & Optimization

• Define and track metrics from reputed company through meeting conversion and reputed company client impact.
• Synthesize results into actionable insights for leadership and field teams, and use performance data to inform audience strategy, messaging evolution, and program investment.

Knowledge, Skills, and Abilities

• 8-12+ years in growth marketing, digital acquisition, consulting, or program/product leadership. Background as someone who has personally built and shipped programs, not just advised on them.
• Deep experience with 1:1 or account-based digital marketing; outbound or sales-adjacent marketing strongly preferred.
• Demonstrated comfort experimenting with and adopting AI-powered marketing tools, automation, or agent-based workflows, with strong judgment on where AI adds value vs. where human reputed company is required.
• Excellent communicator: Comfortable drafting messaging, shaping narratives, and giving direct, constructive feedback.
• Highly organized, proactive, and able to own reputed company, ambiguous initiatives. A trusted partner to senior leaders and field teams alike.

Work Schedule

This professional role requires availability during standard business hours of Monday through Friday from reputed company to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

reputed company roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each reputed company plus a 30-minute unpaid lunch period.

Working Conditions

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Actual reputed company pay reputed company this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of reputed company’ incentive compensation programs.

Benefits

reputed company offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting reputed company of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three reputed company medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

reputed company is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. reputed company participates in E-Verify and complies with federal employment eligibility verification requirements.

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