Head of Marketing & Development

KWM Head of Marketing & Development

Full Time Position Available Now

Location: Pasadena / Los Angeles County

Compensation: Base + Incentive: $75,000 to $250,000 per year

Health Insurance

401k Plan

The Organization:

For nearly 40 years, Kauffman Wealth Management “KWM” has delivered exemplary, nationally recognized advisory services that have helped high-net worth clients more effectively meet their financial objectives. KWM’s proactive processes support exceptional client retention and contributed to nearly doubling Assets Under Management during the 5 years immediately following the 08 Financial Crisis. KWM serves as the proactive consultant for high net worth client’s critical financial decisions and asset management needs. To provide clients with the highest level of resources, KWM includes a large team of seasoned advisory specialists.

Clients of KWM are supported with a framework of relevant data and expert analysis to ensure financial decisions and objectives are managed with clear, timely and personalized resources to optimize results. In addition to financial management services, clients benefit from KWM’s advisory team which provides each client with positive, caring and attentive service.

KWM takes a holistic approach to engaging with our clients. We give clients world-class financial counsel, and engage with them to promote meaningful, healthful and purposeful lives.

The Role:

KWM’s Head of Marketing & Development:

Will establish and carryout client acquisition development initiatives commensurate with the firm’s goals.

The ideal candidate will work with leadership to establish a client development plan with: clear, measurable and achievable goals.

Plan initiatives will be led by the KWM Head of Marketing and supported by the firm’s resources.

Action plans will systematically establish opportunities for KWM’s partners to speak to and share the unique capabilities and benefits of KWM’s award winning proactive financial services.

Ideal Candidate Prerequisites:

Ability to Structure Time and Meet Goals & Deadlines

Project Development & Management Skills

Self-Starter

Extensive Marketing Knowledge

Excellent Communicator (verbal and written)

Outgoing Personality

Computer Literate

Creative Thinker

Considerate Team Player

Kindness

Job Type: Full-time

Salary: $75,000.00 to $250,000.00 /year

Application Question:

• Please start by letting me know which of the following characteristics you embody!

Ability to Structure Time and Meet Goals & Deadlines,
Project Development & Management Skills,
Self-Starter,
Extensive Marketing Knowledge,
Excellent Communicator (verbal and written),
Outgoing Personality,
Computer Literate,
Creative Thinker,
Considerate Team Player,
Kindness.

Additional Compensation:

• Bonuses

Work Location:

• Multiple locations

Benefits:

• Health insurance
• Dental insurance
• Retirement plan
• Paid time off
• Flexible schedule