Marketing Consultant

Marketing Consultant – Immediate Hire

Financial Investment Management Firm


Ref #953

Are you a talented Digital Marketing Professional with experience working for financial investment companies in Wealth Management? Do you have experience with digital lead generation targeting individual investors for RIAs? Available for ongoing virtual freelance assignment, 25 hours/week?

Financial Services Firm seeks Marketing Consultant to provide direction for marketing programs that use digital marketing to generate individual investor leads for RIA’s (Registered Investment Advisor). Candidate may have existing title as Project Manager, Marketing Manager, or Marketing Director. Candidate must have experience in RIA lead generation.

Client is a Chicago-based investment services firm with high growth expectations within the year. Clients are individual investors. 

Candidate must submit a one-page letter discussing prior work they have done in the area of RIA lead gen.


  • Prior digital marketing experience for financial investment firms in wealth management
  • Experience in retail lead generation of individual investors for RIAs for wealth management
  • Entrepreneurial mindset

To Apply: Forward your resume, work samples, and answers to our questions from the link to Lynn at Candidate must send a one-page letter discussing the prior work they have done in the area of RIA lead gen. Must state hourly fee. Refer to “Marketing Consultant” in the header.