SVP, Marketing Technology

The SVP – Marketing Technology will serve as the strategic leader and subject matter expert for all marketing-related technology platforms and integrations within the firm. Reporting into IT, this role will partner closely with Marketing, Client Experience, and other key business units to design, implement, and optimize technology solutions that drive client acquisition, deepen relationships, and deliver measurable ROI.

The ideal candidate has both deep marketing technology expertise and strong business acumen, with a proven ability to translate marketing objectives into technical solutions.

• Define and lead the firm’s marketing technology vision, ensuring alignment with business objectives, regulatory requirements, and IT governance.
• Partner with Marketing leadership to identify technology needs that support brand strategy, lead generation, and client engagement.
• Own the marketing technology roadmap, including selection and integration, of platforms.
• Oversee the administration and optimization of CRM, marketing automation, content management systems (CMS), client portals, and analytics tools.
• Ensure seamless integration of marketing platforms with enterprise systems, including client data warehouses and compliance tools.
• Evaluate emerging technologies and recommend adoption to enhance personalization, analytics, and campaign effectiveness.
• Partner with Data teams to ensure marketing data integrity, segmentation accuracy, and compliance with data privacy regulations.
• Implement advanced analytics capabilities to measure marketing performance, track KPIs, and enable data-driven decision-making.
• Establish and maintain protocols for data privacy, security, and system access in line with IT policies.
• Negotiate and manage vendor contracts for marketing technology platforms.

• 12+ years of experience in marketing technology, with at least 5 years in a senior leadership role.
• Experience in the financial services industry, preferably across RIA, wealth management, asset management and/or insurance environments.
• Proven success implementing and managing enterprise-level marketing technology stacks.
• Demonstrated experience working in Salesforce, including Marketing Cloud and Experience Cloud, with a strong understanding of CRM, marketing automation, CMS, analytics and personalization technologies.
• Deep knowledge of data governance, integration architectures, and regulatory requirements in financial services.
• Exceptional leadership, communication, and stakeholder management skills.
• Strategic thinker with the ability to translate business needs into technical solutions.
• Bachelor’s degree in Information Technology, Marketing, or related field (Master’s preferred).

This position is an exempt position. The annualized base pay range for this role is expected to be between $200,000-$250,000 base salary compensation range.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.