Marketing Director

At HTB, accounting isn’t just our profession—it’s our passion. We’re more than a CPA firm; we’re a team of dedicated professionals focused on helping clients grow through personalized accounting, tax, assurance, and consulting services. But just as importantly, we’re committed to helping you grow. Whether you're launching your career or advancing to the next level, HTB provides the tools, mentorship, and flexibility you need to succeed. We believe in creating an environment where people feel supported, valued, and empowered to grow. From robust financial benefits to work-life flexibility and professional development opportunities, we provide a workplace where people feel empowered to succeed. We don’t just invest in careers; we invest in people. Because when our team thrives, so do our clients. Summary The Marketing Director is responsible for leading the marketing department by setting the strategic direction of the firm's marketing function and serving as a strategic partner to firm leadership on brand, market positioning and growth. The Marketing Director determines which industries, niches and audiences the firm should target, builds the annual and multi-year marketing plan aligned with department and partner goals and the firm’s overall vision, and holds the department accountable to measurable outcomes. The Marketing Director reports to the Chief Operating Officer (COO) and has direct reports. Responsibilities include, but are not limited to, the following: Leads the marketing department effectively ensuring the department goals and tasks align with and support the firm’s overall strategic goals. Manages the department’s workflows and ensures all processes are completed timely in accordance with firm standards and guidelines. During periods of high-volume or staff absences, may serve as back-up to team members. Responsible for overseeing team member tasks are completed timely and accurately including review of their work product and processes. Develops the firm's annual and multi-year marketing strategy and calendar and secures alignment on it with the Managing Partner, the COO and the partner group. Identifies and prioritizes the industries, niches, geographies and buyer audiences the firm should target, and recommends where marketing investment should be added or withdrawn based on department goals. Serves as strategic counsel to the Managing Partner, COO, niche leaders and service line leaders on brand, positioning and market opportunity. Establishes standards for market research and competitive intelligence and translates research and client insight into direction the partner group can act on. Supports the development of niche and industry business growth plans by serving as a thought partner to the Managing Partner and niche leaders; Executes marketing strategy in alignment of the growth plans. Develops clear marketing objectives and leads the brand and marketing strategy for HTB Wealth Advisors, aligning efforts with firm priorities while supporting Wealth Advisor goals, initiatives and growth. Supports the COO on the marketing and communications strategy for merger and acquisition activity and for the firm's strategic plan. Defines the department's key performance indicators, the reporting calendar and the definition of success for each marketing program. Owns brand positioning and brand standards and approves any change to how the firm presents itself in the market. Builds the strategy for the firm's paid marketing channels, including paid media (digital, social and traditional), print media, organic social media, email marketing, website, content, public relations, and recommends and approves the annual channel mix. Owns the annual marketing budget, allocates it across programs and channels, and raises risks to the COO early. Partners with the HR Manager to establish and implement the internal communications strategy to foster a brand-centered employee experience. Owns the relationship with the firm's outside marketing agency, including scope, annual strategy sessions and evaluation of results. Provides marketing strategy and materials in support of firm proposals and pursuits led by firm leadership. Advances the department's use of emerging marketing technology and artificial intelligence while protecting brand integrity, security, and client confidentiality. Leads the firm’s community engagement strategy and planning, identifying and prioritizing opportunities, partnerships, sponsorships and events that strengthen brand visibility, build key relationships and support the firm’s strategic goals. Establishes standards and processes for market research, client insights and competitive intelligence to advise and ensure reliable information is available to support firm and marketing decisions. Performs other related duties as assigned to support the overall effectiveness and flexibility of the marketing department and firm. Supervisory Responsibilities The Marketing Director manages the marketing department and holds formal supervisory responsibilities. These supervisory duties include setting performance goals and deadlines, organizing team workflows, resolving operational issues, and addressing employee concerns. The Marketing Director also coordinates with other departments and develops training and professional growth opportunities for his or her team. Additionally, the Marketing Director provides hands-on support in all marketing functions to ensure accurate and timely task completion. Knowledge, Skills, and Abilities: Knowledge: Demonstrated understanding of and alignment with the firm's core values, including integrity, leadership, creativity, teamwork, loyalty, and accessibility Advanced knowledge of marketing strategy, market research, positioning, audience segmentation and integrated planning Strong command of digital, social, content, email and paid media channels Business acumen in budgets, resourcing and return on marketing investments Skills: Effective oral and written communication skills, with the ability to convey information clearly and professionally Executive-level facilitation and presentation skills, with the ability to counsel partners and lead planning sessions Excellent organizational and time management skil