Marketing Integration Specialist

About Verdence

Verdence Capital Advisors is an independent, fiduciary private wealth advisory and multi-family office firm with $5.7 billion in assets under management. We have offices in Maryland, Virginia, Florida, Massachusetts, and New York. We serve families, executives, and business owners whose financial lives are complex. As we grow, advisory teams join us through acquisition. Every one of them takes on the Verdence name.

About the role

You will manage the marketing side of each acquisition, from announcement through the team's first year with us. You will help new advisors and staff adopt the Verdence brand, line up the resources they need, and get them back to serving clients quickly. We have a built-out integration framework and a transition tracking portal to keep your work on track. You will report to the CMO, learn the business from the inside, and help improve the process with each deal. You'll join an in-house marketing team that works with outside creative and PR partners to produce a high volume of work. Day to day, you'll work most with marketing, our transitions team, advisors, and operations, with regular contact with our investment team and executive leadership.

Responsibilities

• Manage integration timelines and checklists for each new team through project management tools
• Coordinate client letters, press releases, website updates, bios, collateral, signage, and LinkedIn profiles so everything launches on time and on brand
• Help new advisors and staff learn the Verdence voice, visual identity, and marketing tools
• Work with outside partners in PR, web development, and design
• Route materials through compliance review before they go out
• Stay in touch with teams after launch and help them use our marketing resources
• Support continuous improvement of marketing integration processes, templates, tools, and documentation

Career growth

Your first focus is integration. Once you're comfortable there, you'll have the chance to take on more across the marketing team. That can include helping behind the scenes when Verdence leaders appear on national news networks, supporting campaigns, content, and events, and learning how our marketing engine runs from strategy through production. If you like to stay busy and learn, there's plenty to do here. You'll have room to try different parts of marketing and find the work you want to build a career around.

Qualifications

• Bachelor's degree preferred in Marketing, Communications, Journalism, Graphic or Industrial Design, Business Administration or related field
• 2 to 4 years in marketing, communications, or project coordination; financial services or professional services experience is a plus
• Strong organizational skills with ability to keep many projects and people moving at once
• Sharp attention to detail (catching old logos, outdated bios, missing disclosures)
• A marketing mind and feel for brand; understanding why consistency builds trust
• Strong relationship skills; ability to earn trust with team members arriving from other firms and serve as a steward of the Verdence brand
• Clear written and verbal communication with a calm, friendly approach
• Familiarity with tools like Microsoft Office, Salesforce, HubSpot, Monday.com, Adobe Creative Suite, and Canva; WordPress experience is a plus
• Comfort using AI as a thought partner in daily work; curious mind with ability to ask good questions, test answers, and spot errors
• Interest in learning how a wealth management firm operates
• Professional business attire required as a representative of the firm and steward of the brand

Pay

The salary range for this position is $62,000 to $65,000. Salary will be commensurate with experience, skills, credentials, and geographical location of each candidate. The compensation package consists of a base salary with eligibility for an annual bonus/commissions if applicable.

Benefits

• Medical, dental, and vision insurance (all employer-paid)
• Disability and life insurance
• 401(k)
• Educational assistance
• Wellness reimbursement
• Paid time off (PTO)
• Holidays
• Parental leave