About this opportunity
The Quest Organization lists this Director/Head of Marketing (future CMO track) opportunity in new york, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
We are a highly innovative, technology-forward not-for-profit investment platform redefining how philanthropy and charitable giving intersect with sophisticated investment strategies. Our proprietary software platform enables seamless, flexible, and efficient management of charitable assets—offering capabilities that go well beyond traditional providers.
The Opportunity
This is a high-impact leadership role with a clear path to Chief Marketing Officer. You will take ownership of marketing strategy, brand positioning, and growth initiatives—while serving as a key relationship builder across high-net-worth individuals, family offices, wealth managers, and strategic partners.
We are looking for someone entrepreneurial, intellectually sharp, and forward-thinking—someone who can operate both strategically and tactically in a fast-evolving environment.
Key Responsibilities
Strategic Leadership
Develop and execute a comprehensive marketing strategy to expand from HNW clients to a broader national audience
Position the firm as a leading tech-enabled alternative to traditional investment and philanthropic platforms
Build scalable marketing infrastructure to support long-term growth
Relationship Management & Business Development
Cultivate and manage relationships with high-net-worth individuals, family offices, wealth managers, and accountants
Act as a “gatekeeper” and trusted connector within the wealth advisory ecosystem
Partner with internal stakeholders to enhance client acquisition and retention strategies
Brand & Market Expansion
Elevate brand awareness across both institutional and retail audiences
Develop innovative campaigns targeting both sophisticated investors and everyday donors
Translate complex financial and technological offerings into compelling, accessible messaging
Collaborate closely with product and technology teams to align marketing with platform capabilities
Help communicate the advantages of the firm’s proprietary software and flexible investment solutions
Contribute ideas to enhance user experience and platform adoption
Leadership & Growth
Build and lead a high-performing marketing function over time
Mentor junior team members and establish best practices
Play a key role in shaping the firm’s long-term strategic direction
Qualifications
8–15+ years of experience in marketing, with exposure to financial services, fintech, philanthropy, or investment platforms
Strong network and proven ability to engage with high-net-worth individuals and their advisors
Experience working with or alongside: Wealth managers, RIAs, or private banks, Family offices or UHNW clients
Entrepreneurial mindset with the ability to “build from zero”
Creative, idea-driven thinker who challenges conventional approaches
Comfortable operating in a high-growth, evolving environment
Strong understanding of investments, banking, or financial products
Background in fintech or technology-driven investment platforms
Familiarity with investment or financial software platforms
Prior exposure to software development or technical environments
Experience scaling marketing efforts from niche audiences to mass market
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.