Bartlett Wealth Management is seeking a Director, Client Attraction to lead the firm's growth strategy across all geographies/markets, translating firm priorities into coordinated execution across marketing, business development, referrals, external professional partnerships, events, vendors, and digital channels. The role will also work closely with firm leaders to influence the client experience and support advisor accountability.
This role strengthens market presence, builds disciplined growth processes, and supports sustainable growth in new client relationships and assets under management.
Client Growth Strategy & Market Presence
- Lead firmwide client growth strategy across marketing, business development, referrals, and external professional partners.
- Translate growth priorities into clear ownership, execution, and measurable follow-through.
- Oversee the prospective and early client experience from inquiry through onboarding.
- Align growth initiatives with firm strategy, market positioning, and long-term priorities.
Business Development & Growth
- Build business development disciplines that help advisors cultivate, advance, and convert opportunities.
- Partner with senior leadership to establish advisor growth expectations and accountability measures.
- Manage pipeline discipline for prospects, referrals, next steps, and outcomes.
- Strengthen COI, referral, and strategic partner relationships.
Market Leadership
- Manage and mentor members of the marketing team.
- Oversee the marketing and communications plans to support growth objectives.
- Develop and oversee a unified growth platform integrating content, digital, advisor outreach, referrals, and events.
- Oversee brand positioning, digital strategy, thought leadership, and client communications.
- Oversee agencies, consultants, and vendors for scope, accountability, performance, and delivery model decisions.
Analytics & Performance Management
- Establish KPIs for marketing, business development, advisor growth behaviors, referrals, client acquisition, and prospect experience.
- Report on pipeline activity, advisor follow-through, campaign performance, vendor performance, and growth outcomes.
- Leverage CRM and marketing automation tools to track engagement, accountability, and results.
- Recommend strategic, process, and resourcing improvements based on data insights and market intelligence.
Leadership & Collaboration
- Partner with leadership to set priorities and define the growth operating model.
- Collaborate across advisors, client service, marketing, operations, and external professional partners.
- Identify support needs across marketing, business development, vendors, and internal execution resources.
- Promote disciplined growth, accountability, relationship development, and client-centered execution.
Requirements
Qualifications
- Bachelor’s degree in Marketing, Business Administration, Communications, Finance, or related field required; an advanced degree or relevant certification is preferred.
- 10+ years of proven experience in business development, marketing, growth strategy, relationship management, or practice management.
- Direct experience in wealth management, RIAs, financial services, or professional services strongly preferred.
Knowledge, Skills & Abilities
- Proven ability to develop multi-market growth strategies, build referral networks, manage partnerships, and lead marketing initiatives.
- Strong knowledge of brand development, digital strategy, CRM systems, and marketing automation platforms.
- Excellent communication, presentation, project management, analytical, organizational, and strategic thinking skills.
- High level of professionalism, discretion, business judgment, initiative, and creativity.
Benefits
What’s in it for you:
- A Top Workplace winning culture built on teamwork, integrity, and diligence.
- Engaging work environment.
- Opportunity for professional growth and development.
- Competitive salary and eligibility for annual firm profitability/individual performance incentive.
- Comprehensive benefits package includes medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and the items listed below.
- 401(k) plan with match and profit-sharing contribution.
- Generous paid time off.
- Paid parental and medical leave.
Bartlett Wealth Management has 85 employees between its locations in Cincinnati, Chicago, and Louisville, and about $10.25 billion in assets under management as of December 31, 2025. We are committed to building enduring relationships—with our clients and our people.
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