Marketing & Brand Manager – Family Office Services

Posted 3 days ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

Position Summary Family Office Growth Partners is seeking an exceptional Marketing & Brand Manager – Family Office Services to lead the firm's marketing, branding, and communications initiatives while supporting the continued growth of both Family Office Growth Partners and our White Label partner firms. This is not a traditional marketing coordinator position. We are seeking an experienced marketing professional who combines strategic brand management, creative content development, digital marketing, website management, campaign execution, and project management into one seamless role. The Marketing & Brand Manager becomes the steward of the Family Office Growth Partners brand, ensuring every client, advisor, strategic partner, and marketing initiative reflects the professionalism, sophistication, and white-glove service that define our firm. Working closely with executive leadership, the Marketing & Brand Manager collaborates with website developers, graphic designers, marketing agencies, technology providers, and strategic partners to develop and execute marketing initiatives that support business development, advisor engagement, brand awareness, and long-term growth. The ideal candidate possesses exceptional creativity, strong writing skills, outstanding organizational abilities, and a passion for building brands. They thrive in an entrepreneurial environment, proactively identify opportunities for improvement, manage multiple concurrent projects with minimal supervision, and consistently deliver polished, high-quality work. The position supports both the Family Office Growth Partners corporate brand and our growing White Label platform, requiring professionalism, adaptability, and the ability to manage multiple brands and marketing initiatives simultaneously. Primary Responsibilities Brand Strategy & Management • Serve as the primary steward of the Family Office Growth Partners brand. • Maintain consistency across all branding, messaging, visual identity, and client-facing communications. • Continuously evaluate opportunities to strengthen and modernize the firm's marketing presence. • Develop, maintain, and update marketing templates, collateral, and brand standards. • Ensure consistency across Family Office Growth Partners and White Label partner branding. Marketing Strategy & Business Development • Develop and execute integrated marketing campaigns that support business development initiatives and firm growth. • Maintain the firm's annual marketing calendar and content strategy. • Coordinate marketing initiatives from concept through implementation. • Develop marketing materials supporting the firm's Direct, White Label, and Referral service models. • Assist leadership with investor presentations, strategic initiatives, and business development campaigns. Website Management • Manage and maintain the Family Office Growth Partners website. • Coordinate website updates, service enhancements, blogs, landing pages, and SEO initiatives. • Work closely with website developers and IT professionals to maintain a modern, professional online presence. • Assist White Label partner firms with website development, branding, implementation, and ongoing content management. White Label Marketing Support • Support advisor firms with branding, marketing implementation, and ongoing communications. • Coordinate website content, marketing collateral, launch materials, and advisor campaigns. • Assist with firm rebranding initiatives and marketing transitions. • Support advisor onboarding through webinars, educational materials, and ongoing marketing guidance. • Help advisors successfully implement and maintain the Family Office Growth Partners White Label platform. Content Development & Communications • Develop, maintain, and continually refresh: o Website content o Service brochures o Sales presentations o Proposal templates o White papers o Educational materials o Case studies o Email campaigns o Newsletters o Social media content o Podcast content o Webinar presentations o Marketing templates o Client and advisor communications Digital Marketing & Media • Manage the firm's social media strategy and publishing calendar. • Promote podcasts, webinars, conferences, educational events, speaking engagements, and company announcements. • Coordinate digital marketing campaigns and monitor engagement. • Analyze marketing performance and recommend ongoing improvements. Podcast, Webinar & Event Marketing • Coordinate podcast scheduling, branding, production support, and promotional campaigns. • Develop webinar marketing materials, registrations, presentations, and follow-up communications. • Support conferences, advisor meetings, educational workshops, and speaking engagements through coordinated marketing initiatives. Vendor & Creative Coordination • Serve as the primary liaison with website developers, graphic designers, marketing agencies, IT providers, printers, promotional vendors, and other creative partners. • Manage project timelines and ensure marketing initiatives are completed professionally and on schedule. • Coordinate multiple concurrent projects while maintaining exceptional quality and attention to detail. Core Competencies The successful candidate will demonstrate: • Exceptional creativity and strategic thinking. • Outstanding written, verbal, and visual communication skills. • Superior project management and organizational abilities. • Strong branding, marketing, and digital communication experience. • Website management and content development expertise. • Social media and digital marketing proficiency. • Ability to manage multiple brands and concurrent priorities. • Entrepreneurial mindset with strong initiative and accountability. • High level of technology proficiency and adaptability. • Ability to work independently while collaborating effectively with executive leadership. • Commitment to professionalism, quality, and continuous improvement. Qualifications • Bachelor's degree in Marketing, Communications, Business Administration, or related field preferred. • Minimum of five (5) years of progressive marketing, branding, or communications experience. • Experience within professional services, financial services, wealth management, family office, consulting, or similar industries preferred. • Demonstrated experience managing websites, digital marketing campaigns, social media, branding, and content strategy. • Strong working knowledge of Microsoft Office Suite, Canva, Adobe Creative Suite (preferred), website content management systems, CRM platforms, AI-enabled technologies, and project management software. • Exceptional organizational skills with the ability to independently manage multiple initiatives. • Demonstrated success building brands and supporting business development initiatives within a growing organization. What Success Looks Like The Marketing & Brand Manager becomes the driving force behind the Family Office Growth Partners brand, ensuring every marketing initiative reflects the professionalism, sophistication, and client experience that define our firm. They proactively manage the firm's marketing strategy while continuously refreshing content, strengthening brand awareness, and supporting the evolving needs of our White Label partners. They build trusted relationships with leadership, strategic partners, and third-party vendors while balancing strategic thinking with hands-on execution. Whether coordinating a website launch, promoting a podcast, supporting a webinar, refreshing marketing collateral, or developing advisor campaigns, they consistently deliver thoughtful, polished, and impactful work. Success in this role is measured not by the number of marketing projects completed, but by the strength of the Family Office Growth Partners brand, the consistency of our messaging, and the meaningful support provided to our advisors, strategic partners, and business development initiatives. The successful Marketing & Brand Manager helps tell our story, strengthen our reputation, and elevate Family Office Growth Partners as one of the nation's premier family office platforms. About Family Office Growth Partners Family Office Growth Partners provides comprehensive, non-investment family office solutions to ultra-high-net-worth families, entrepreneurs, executives, business owners, and advisory firms worldwide. Our integrated platform includes family office accounting, Family CFO services, bill payment, trust and entity administration, governance, legacy planning, philanthropy, concierge lifestyle management, Family Vault™ document management, consolidated reporting, and comprehensive operational family office infrastructure. Our services are delivered through three flexible engagement models designed to meet clients where they are. Families may engage Family Office Growth Partners directly through our Direct platform, while registered investment advisors, CPA firms, law firms, trust companies, multi-family offices, and other professional advisors may expand their family office capabilities through our White Label and Access partnership models. As we continue our global expansion, our collaborative leadership model ensures consistent service standards, operational excellence, and a seamless client experience across all international regions. Working under the strategic leadership of the President & Chief Operating Officer, our Managing Directors collaborate across markets to mentor teams, share best practices, and deliver the personalized, high-touch service that defines Family Office Growth Partners.

  • Less than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Expert
    Experience Level
  • Remote Job
  • Complex project
    Project Type
Skills and Expertise
Mandatory skills
Marketing Strategy
Brand Management
Activity on this job
  • Proposals:20 to 50
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Aug 6, 2026
  • United States
    Boca Raton8:07 AM

Explore similar jobs on Upwork

Strategic Brand Review & Improvement RoadmapFixed-price‐ Posted 1 month ago
Brand Strategy
Competitive Analysis
Branding
Brand Identity & Guidelines
Marketing Strategy
Copywriting
Brand Identity Design
Persona Development
Competitive Analysis
Ecommerce
Marketing Strategy
Campaign Reporting
SEO Keyword Research
Conversion Rate Optimization

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo