Digital Marketing & Communications Lead

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team. Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team. Teamwork. We subordinate our egos to work together for the benefit of our clients. Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations. Summary of the position: The Digital Marketing & Communications Lead is an experienced, results-oriented marketing and communications leader with a deep understanding of integrated marketing strategies and brand stewardship. Serving as part of the leadership team for the Marketing & Communications department and reporting directly to the Chief Marketing & Communications Officer, the lead holds responsibility for the firm's digital marketing strategy and execution and provides strategic marketing representation with key channel partners. This role blends strategic vision with tactical execution, requiring deep expertise in digital channels, content strategy, analytics, and compliance-sensitive marketing in the financial services industry. As a manager, the Lead guides team members in a shared commitment to collaboration and the delivery of high-quality, timely strategies and materials. Responsibilities: Supports the Chief Marketing Officer in building a high-functioning, engaged team of professionals; provides forward-thinking strategic planning and team-oriented leadership. Represents the Marketing & Communications department with professionalism, extending the highest standards of service. Serves as the strategic lead for at least one channel partner, aligning the objectives of the channel with marketing and communications initiatives that support growth and elevation of the Sequoia brand. Serves as the point of contact to the broader MarComm team for assigned channels. Responsible for facilitation of all content production and communication mediums needed to support assigned channels. Produces project outlines and writes content outlines and, at times, actual content for channel use. Attends and contributes to regularly scheduled channel partner strategy meetings. Brings related action items to MarComm team for execution. Serves as a manager to Marketing & Communications department team members, providing leadership and day-to-day guidance on strategies, tactics, and prioritization. Responsible for performance/development plans, mid-year and year-end reviews, and compensation conversations for direct reports. Digital Marketing Strategy and Execution Develops and executes strategic digital marketing and communications plans to support objectives and activities critical to firmwide success, as identified by department leaders. Oversees all online marketing initiatives to enhance brand awareness, generate qualified leads, and support client engagement, including digital advertising activities across all mediums. Works with agency partner and plans and manages multi-channel campaigns (SEO, SEM, AI search, email, social, display, retargeting) to drive traffic and conversions. Assists in creating ad content as needed (e.g. headlines, campaign details, demo and geo direction, etc.). Optimizes lead generation funnels and nurtures workflows using CRM and marketing automation tools. Tracks, analyzes, and reports on KPIs (traffic, engagement, leads, ROI) using tools like Google Analytics, Search Console, and CRM dashboards. Continuously tests and optimizes campaigns based on performance data. Manages digital marketing budget and related agency/vendor relationships. Co-owns website management to integrate digital strategies, optimize the site for SEO and conversions, and ensure a competitive user experience. MarTech Ensures ROI on the firm's Catchlight investment, partnering with the campaign manager to leverage Catchlight insights to inform marketing strategies and initiatives. Supports initiatives for advisor-enabled activities that leverage Catchlight data. Partners with advisor leadership to help drive Catchlight usage. Oversees effective utilization of Salesforce CRM data to accurately communicate with all constituencies. Oversees use of Salesforce Account Engagement/Pardot for campaign and email communication management. Stays current on digital trends, tools, and best practices in financial services marketing. Guides department in exploration and research process of tools that support marketing workflows, content-use facilitation, and repositories. Manages tech-related vendor agreements and subscriptions in conjunction with Sequoia's Tech team. Required Skills/Experience A bachelor's degree in marketing, communications, or a related discipline. 8+ years of related experience; preferably in financial services with an RIA, with at least 5 years in a leadership role preferred. Excellent interpersonal, verbal, and written communication skills. Proven experience leading, coaching, and providing performance management to team members. Proven success in lead generation and digital campaign management. Demonstrated success in developing and executing marketing strategies. Proficiency in marketing automation, CRM platforms, and analytics tools. Direct experience in Salesforce preferred. Strong understanding of compliance requirements. Self-starter with proven ability to manage multiple projects simultaneously. Professional presence and ability to develop strong working relationships with executive management. Ability to thrive in a fast-paced environment. Competencies Strategic thinker; cross-functional executor. Strategic manager. Highly organized and detail-oriented. Motivated and able to work with minimal supervision. Collaborates well on a team. Ability to effectively time manage. Solution-oriented mindset.

Created: 2026-03-17