Job Description

*This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after the probationary period. 

JOB OVERVIEW:

The Director, Performance Marketing plays a pivotal role in driving customer acquisition, revenue growth, and overall marketing ROI. Responsible for developing and executing data-driven strategies across digital channels, managing a high-performing team, and collaborating closely with cross-functional stakeholders. Provides leadership in scaling paid media campaigns, optimizing multi-channel programs, and delivering transformational results.

RESPONSIBILITIES & DUTIES:

• Lead the development of a comprehensive performance marketing strategy to achieve ambitious growth targets
• Oversee media planning, campaign execution, and optimization across all paid channels for B2C and B2B marketing programs,
• Guide the strategy and implementation of owned channels.
• Partner with Executive and Sales leadership to ensure alignment on strategy and business outcomes.
• Plan, allocate, and manage the performance marketing budget to maximize ROI and meet business objectives.
• Present performance insights and recommendations to senior leadership.
• Build, mentor, and manage a high-performing, cross-functional team consisting of internal employees and a paid media agency.
• Lead by example demonstrating data-driven decision-making, the use of AI and technology platforms to improve decision quality and efficiency.
• Foster a culture innovative thinking and continuous learning.
• Ensure accountability for results.
• Own and optimize paid acquisition channels including search, social, programmatic, display, partnerships, referral and emerging platforms.
• Allocate media budget to maximize revenue impact.
• Test emerging channels, and solutions within existing channels, to discover new opportunities for growth.
• Prioritize and guide business growth through owned channels including company websites, client portals, SEO, organic social, and email.
• Collaborate with the creative and content teams to produce compelling user experiences, ad copy, visuals, and landing pages that drive conversion.
• Lead the marketing resources that manage website properties and platforms.
• Oversee Conversion Rate Optimization efforts across campaigns and digital properties to maximize the value of traffic.
• Analyze performance data to develop hypotheses regarding the largest areas of opportunity.
• Structure and execute experiments to generate validated learnings.
• Implement changes to realize long-term benefits from experimentation.
• Document and share findings with stakeholders.
• Partner with the Analytics Lead to ensure that the data is structured properly to support critical decision-making.
• Utilize insights such as customer segmentation, behavioral analysis, and lead scoring to maximize program performance.
• Identify opportunities and initiate development of additional insights that will positively impact performance.
• Leverage analytics and reporting tools to measure performance, identify opportunities, and make data-driven decisions.
• Ensure the creation and management of data visualizations to generate ongoing insights and communicate program performance.
• Manage the marketing attribution model to ensure consistent and accurate tracking of campaign and channel performance.
• Maintain a positive work environment and team morale. Mentor and coach team to develop top performers.
• Manage key vendor relationships to maximize the value they generate for the business.
• Research, analyze and select software and consulting vendors to enhance team performance and efficiency
• Partner with legal and compliance to de-risk marketing programs and ensure compliance with all industry regulations.
• Stay abreast of industry and competitor trends.
• Prepares business proposals when opportunities arise
• Manages ad hoc requests and undertakes new initiatives to drive additional revenue
• Performs other duties as assigned

QUALIFICATIONS:

• Bachelor’s Degree in Marketing or experience equivalent
• Minimum 8- 10 years of related work experience, preferably in financial services industry
• Minimum 8 years of experience in multi-channel digital marketing
• Management experience on a senior level
• Experience managing a team of employees
• Experience in the following required:
• Lead Generation or eCommerce
• Google Adwords, Google Analytics, Google Console and Meta Ads Manager
• CRM, preferably Salesforce
• Common martech SaaS tools
• Experience in the following preferred:
• Media mix modeling/allocation
• Multi-channel attribution
• Lead scoring models
• Familiarity with commonly used GPTs
• Working knowledge of web design usability and functionality

PROFESSIONAL CERTIFICATIONS:

• None Required

TECHNICAL SKILLS:

• Intermediate level proficiency in Microsoft365 Tools

CULTURAL COMPETENCIES:

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:

• Global Perspective
• Communicates Effectively
• Ensures Accountability
• Courage

PHYSICAL DEMANDS/WORK ENVIRONMENT:

This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin. If you have a disability that requires accommodation or paper application, please contact us at careers@trustetc.com.

Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.

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