Network Partner Marketing, VP

📌 Core Information

🔹 Job Title: Network Partner Marketing, VP

🔹 Company: Dynasty Financial Partners, LLC

🔹 Location: St. Petersburg, FL or Atlanta, GA

🔹 Job Type: On-site

🔹 Category: Financial Services

🔹 Date Posted: 2025-07-09

🔹 Experience Level: 10+ years

🔹 Remote Status: No

🚀 Job Overview

Key aspects of this role include:

• Leading strategic marketing engagements with independent RIA firms
• Developing and implementing multi-channel marketing strategies
• Managing project timelines, resources, and budgets using Monday.com
• Analyzing performance metrics to drive continuous improvement
• Collaborating cross-functionally with agency partners, vendors, and internal teams

ASSUMPTION: This role requires a high level of strategic thinking, strong communication skills, and a deep understanding of digital marketing tools and platforms.

📋 Key Responsibilities

✅ Serve as strategic lead for a portfolio of RIA clients, providing proactive marketing consultation tailored to each firm’s growth objectives.

✅ Develop and implement multi-channel marketing strategies across paid and organic social, email, website content, SEO/SEM, and digital advertising.

✅ Lead monthly marketing meetings, delivering insights and recommendations while managing follow-up and tactical execution.

✅ Design and direct creative assets including social graphics, email banners, and flyers using tools like Canva, or in partnership with design vendors.

✅ Own project management through Monday.com, ensuring milestones are met, resources are allocated efficiently, and priorities are aligned.

✅ Analyze performance metrics and campaign data to inform continuous improvement and demonstrate ROI.

✅ Manage client expectations, deliver exceptional service, and maintain accountability on timelines, deliverables, and budgets.

✅ Collaborate cross-functionally with agency partners, vendors, and internal teams to ensure seamless project execution.

✅ Contribute to team success by setting and tracking personal development goals aligned with company objectives.

ASSUMPTION: This role requires a high level of organization, strong communication skills, and the ability to manage multiple projects simultaneously.

🎯 Required Qualifications

Education: Bachelor’s degree in Marketing, Communications, or a related field

Experience: 10+ years of experience in marketing, either in-house or at an agency

Required Skills:

• Experience in financial services required; active FINRA Series 7 license a strong plus
• Proven track record of project management, budgeting, and cross-functional collaboration
• Excellent verbal and written communication skills, with fluency in remote/client-facing communication
• Analytical thinker with experience using data to drive decisions
• Advanced skills in business-level social media platforms: LinkedIn, Meta, X (Twitter), Instagram, and YouTube
• Proficient with marketing platforms such as HubSpot (or equivalent), Canva, and CMS tools (e.g., WordPress)
• Familiarity with Google Analytics, SEO/SEM, email marketing, and content creation (written/visual)
• Competent in Microsoft Office Suite (Word, PowerPoint, Excel)
• Self-starter with entrepreneurial mindset and adaptability in a fast-paced environment

Preferred Skills:

• Experience with Monday.com or similar project management tools
• Fluency in additional languages

ASSUMPTION: Candidates with a strong background in financial services and digital marketing are likely to be the best fit for this role.

💰 Compensation & Benefits

Salary Range: $150,000 - $200,000 per year (based on industry standards for a VP of Marketing with 10+ years of experience in financial services)

Benefits:

• Health Insurance
• Dental Insurance
• Vision Insurance
• Retirement Plan 401(k)
• 401(k) Matching
• Paid Time Off
• FSA/HSA Benefits Plans
• Disability Benefits
• Voluntary Life Insurance
• Basic Life Insurance

Working Hours: Full-time, typically Monday-Friday, 9:00 AM - 5:00 PM, with flexibility for project needs

ASSUMPTION: The salary range is estimated based on industry standards for a VP of Marketing with the required experience level and location. Benefits are based on the information provided in the job listing.

📌 Applicant Insights

🔍 Company Context

Industry: Dynasty Financial Partners operates in the competitive and dynamic financial services industry, focusing on supporting independent RIAs.

Company Size: Dynasty Financial Partners has 51-200 employees, providing a mid-sized company environment where applicants can expect a mix of structure and agility.

Founded: 2010, with a history of growth and evolution in the wealth management industry.

Company Description:

• Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value.
• The company offers access to flexible capital solutions, M&A support, and a strategic and cultural partnership that enhances enterprise value and accelerates growth.
• Dynasty Financial Partners provides middle and back office support in various areas, including Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting, and Community.

Company Specialties:

• Core Services
• Investment Platform
• Transition Services
• Financing
• Technology
• M&A
• TAMP
• Capital Markets & Investment Banking
• Marketing
• Compliance
• Practice Management
• Business Design & Consulting
• RIA Registration and Licensing

Company Website: dynastyfinancialpartners.com

ASSUMPTION: Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties), veteran status, or any other protected status under applicable law.

📊 Role Analysis

Career Level: This role is at the senior leadership level, reporting directly to the Senior Vice President of Network Partner Marketing.

Reporting Structure: The VP will manage a portfolio of RIA clients and collaborate with agency partners, vendors, and internal teams.

Work Arrangement: This is an on-site role, with the option to work in either St. Petersburg, FL or Atlanta, GA.

Growth Opportunities:

• Potential to expand the portfolio of RIA clients managed
• Opportunities to mentor junior marketing team members
• Possibility to contribute to the development of new marketing strategies and tools

ASSUMPTION: This role offers opportunities for professional growth and development within the marketing department and the broader organization.

🌍 Location & Work Environment

Office Type: Dynasty Financial Partners has multiple offices across the country, with this role based in either St. Petersburg, FL or Atlanta, GA.

Office Location(s): 200 Central Ave, 15th Floor, St Petersburg, Florida 33701, US or 1350 Avenue of the Americas, 32nd Floor, New York, NY 10019, US

Geographic Context:

• St. Petersburg, FL: A vibrant city on the Gulf Coast of Florida, known for its beaches, cultural attractions, and growing tech industry.
• Atlanta, GA: A major metropolitan area with a diverse economy, rich cultural scene, and numerous Fortune 500 companies.

Work Schedule: Full-time, typically Monday-Friday, with flexibility for project needs

ASSUMPTION: Applicants should be comfortable working in an office environment and be prepared to commute to the office regularly.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screen with the HR department
• In-depth interview with the hiring manager (Senior Vice President of Network Partner Marketing)
• Final interview with key stakeholders
• Background check and offer extension

Key Assessment Areas:

• Marketing strategy and creativity
• Project management and organizational skills
• Communication and interpersonal skills
• Analytical thinking and data-driven decision-making
• Cultural fit and alignment with company values

Application Tips:

• Tailor your resume and cover letter to highlight your marketing experience, particularly in financial services, and demonstrate your fit for the role.
• Prepare examples of successful marketing campaigns you've led and the results they achieved.
• Research Dynasty Financial Partners and be prepared to discuss how your skills and experience align with the company's mission and values.

ATS Keywords: Marketing, Financial Services, Project Management, Client Relationships, Data Analysis, Social Media, Email Marketing, Content Creation, SEO, SEM, Communication, Collaboration, Creativity, Digital Advertising, Organizational Skills, Entrepreneurial Mindset

ASSUMPTION: Applicants should focus on demonstrating their marketing expertise, particularly in financial services, and their ability to manage projects and collaborate effectively.

🛠️ Tools & Technologies

• HubSpot (or equivalent)
• Canva
• CMS tools (e.g., WordPress)
• Google Analytics
• SEO/SEM tools
• Monday.com (or similar project management tools)

ASSUMPTION: Familiarity with these tools is essential for success in this role, and applicants should be prepared to demonstrate their proficiency.

👔 Cultural Fit Considerations

Company Values:

• Integrity
• Independence
• Expertise
• Collaboration
• Innovation
• Client-centric

Work Style:

• Entrepreneurial mindset
• Adaptability in a fast-paced environment
• Strong communication and collaboration skills
• Data-driven decision-making

Self-Assessment Questions:

• Do you have a proven track record of success in marketing, particularly in financial services?
• Are you comfortable managing multiple projects simultaneously and collaborating with various stakeholders?
• Do you thrive in a fast-paced, entrepreneurial environment and have an adaptable, data-driven approach to marketing?

ASSUMPTION: Applicants should assess their fit with Dynasty Financial Partners' values and work style to ensure a successful and fulfilling career.

⚠️ Potential Challenges

• Managing client expectations and ensuring timely delivery of marketing projects
• Keeping up with industry trends and best practices in digital marketing
• Balancing strategic thinking with day-to-day project management
• Collaborating effectively with agency partners, vendors, and internal teams

ASSUMPTION: These challenges are common in marketing roles, particularly at the senior leadership level, and successful candidates will have strategies to overcome them.

📈 Similar Roles Comparison

• This role differs from other marketing positions in its focus on the unique growth objectives of independent RIA firms and the need to manage client relationships effectively.
• In the financial services industry, marketing roles often require a strong understanding of both marketing strategies and the specific needs of financial advisors and their clients.
• Career progression in this role could lead to increased responsibility for managing a larger portfolio of RIA clients or taking on a more strategic, leadership role within the marketing department.

ASSUMPTION: Applicants should consider the unique aspects of this role and how their skills and experience align with the specific needs of independent RIA firms.

📝 Sample Projects

• Developing and executing a multi-channel marketing campaign to drive client growth for an RIA firm
• Managing a rebranding project for an RIA firm, including website redesign, social media presence, and email marketing campaigns
• Analyzing campaign performance data to optimize marketing strategies and improve ROI

ASSUMPTION: These sample projects demonstrate the range of marketing activities and skills required for success in this role.

❓ Key Questions to Ask During Interview

• Can you describe the typical portfolio of RIA clients managed by a VP in this role?
• How does the marketing team collaborate with other departments, such as Compliance and Investments, to ensure seamless project execution?
• What opportunities exist for professional growth and development within the marketing department and the broader organization?
• How does Dynasty Financial Partners support the unique growth objectives of each RIA firm in its portfolio?
• What is the work-life balance like for a VP in this role, and how does the company support work-life balance for its employees?

ASSUMPTION: These questions demonstrate a candidate's interest in the role and provide valuable insights into the company's culture and work environment.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume and cover letter to highlight your marketing experience, particularly in financial services, and demonstrate your fit for the role.
• Prepare examples of successful marketing campaigns you've led and the results they achieved.
• Research Dynasty Financial Partners and be prepared to discuss how your skills and experience align with the company's mission and values.
• Follow up with the hiring manager (Senior Vice President of Network Partner Marketing) one week after submitting your application to express your interest in the role.

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.