Head of Marketing

Overview

Known for its unique entrepreneurial culture that values teamwork and transparency Intrepid offers highly motivated individuals the opportunity to make meaningful contributions to client engagements and take on important leadership initiatives within the firm resulting in a high level of job satisfaction while building a solid foundation for your career. Our culture values the development and well-being of our team-members and fosters strong camaraderie throughout the firm resulting in what we believe is some of the highest retention rates in the industry.

Intrepid is a specialty investment bank and provides M&A capital raising and strategic advisory services to entrepreneurs family-owned companies private equity sponsors and major corporations through dedicated banking teams with deep industry sector experience and over three decades of experience. The firm is based in Los Angeles with additional offices in San Francisco New York Chicago and Charlotte. Intrepid is the middle-market advisory arm of Mitsubishi UFJ Financial Group (NYSE: MUFG) one of the largest financial groups in the world.

The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.

Intrepid is seeking an energetic, creative, and execution-focused Head of Marketing to lead all marketing and communications efforts. This role is ideal for a doer who thrives on managing multiple projects, collaborating with diverse stakeholders and driving results across events, content, digital, social, design and advertising. The position reports directly to the CEO and is a key member of the senior leadership team requiring executive presence and the ability to influence at the highest levels.

We are open to candidates in our Los Angeles or New York offices.

Practice Group Partnership

• Collaborate with 15 banking practice group heads (Capital Advisory Special Situations M&A industry groups etc.) to develop and execute customized annual marketing strategies and business development plans.
• Provide guidance best practices and hands-on support to practice leaders with varying marketing needs.

Marketing Execution

• Lead and execute campaigns across events content marketing social media digital/performance marketing design and advertising.
• Oversee paid social campaigns and targeted advertising in regional and trade outlets.
• Manage creation and distribution of marketing collateral; coordinate with external vendors and agencies.
• Manage all the planning and execution of various firm and practice group events and conferences working closely with the event champions to implement their vision. The marketing team is responsible for event logistics collateral production promotion and on-site management.

Brand Development

• Drive brand awareness for Intrepid and MUFG in new markets.
• Position Intrepid for growth nationally leveraging digital social and traditional channels.
• Champion Intrepids values and support community outreach.

Team Leadership

• Manage three direct reports:
  Sr. Marketing Strategist Marketing Strategist Sr. Graphic Designer.
• Foster a collaborative accountable and innovative team culture.

PR & Communications

• Oversee PR and communications including deal announcements media outreach and securing speaking engagements for bankers.
• Work to get Intrepid and its bankers featured in articles and on industry stages.

CRM & Engagement Analytics

• Oversee CRM and customer engagement tools.
• Analyze engagement data, optimize campaigns and drive continuous improvement in marketing effectiveness.

Budget & Operations

• Oversee the corporate marketing budget and work with practice/industry teams to form individual annual budgets.
• Ensure compliance with FINRA/SEC regulations; oversee expense tracking and reporting.

Qualifications

• Executive presence & credibility:
  They must confidently engage with senior leadership including the CEO and be seen as an authority on all things marketing brand and communications. This includes: calm polished communication the ability to challenge ideas respectfully clear persuasive framing of recommendation.
• High ownership mentality:
  Take initiatives without being prompted proactively solve problems operate and thrive in a fast-paced entrepreneurial environment.
• Comfortable wearing many hats; adept at both strategy and execution.
• 10 years experience in financial services marketing.
• Strong project management communication and stakeholder engagement skills.
• Proven ability to work with diverse stakeholders and adapt to their needs.
• Familiarity with Deal Cloud (or similar CRM tools like Salesforce Hub Spot) and customer engagement analytics; able to analyze, optimize and improve team performance.
• Bachelors degree required advanced degree or certifications a plus.

The typical base pay for this role is $200000 - $250000 depending on job-related knowledge skills experience and location. This role may also be eligible for certain discretionary performance-based…