Vice President of Marketing & Sales

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Centura Wealth Advisory (CWA) is seeking a dynamic Vice President of Marketing & Sales to lead and integrate our Business Development and Marketing functions. This senior leadership role will be responsible for driving organic growth through strategic partnerships, cultivating Centura’s professional network, enhancing market visibility, and overseeing client acquisition initiatives.

As a member of the leadership team, the Vice President of Marketing & Sales will oversee a team of business development and marketing professionals while maintaining direct involvement with key relationships and strategic initiatives. The ideal candidate is a proven leader with a track record of growing revenue in the UHNW space through Centers of Influence (COIs), thought leadership, and targeted campaigns.

Success in this role is defined by the ability to drive firmwide growth through effective leadership, disciplined process management, and accountability to results.

The ideal candidate will foster a culture of performance and collaboration, while maintaining a direct focus on generating a steady pipeline of qualified UHNW prospects. They will be instrumental in building a repeatable, process-driven approach to lead generation, client conversion, and onboarding, ensuring that every stage of the lead-to-client journey is optimized for efficiency and client experience.

• Define and execute CWA’s strategic growth plan through business development, partnerships, and marketing
• Lead, mentor, and manage business development and marketing teams, fostering a high-performance, collaborative culture
• Set annual growth targets and oversee execution of initiatives to achieve firmwide business
• Integrate business development and marketing efforts to ensure brand consistency, market positioning, and pipeline growth

• Design, implement, and continually refine the firm’s lead-to-client journey to ensure a seamless experience from initial contact through onboarding.
• Establish clear processes for lead capture, qualification, engagement, and conversion, leveraging CRM tools and marketing automation.
• Monitor and enforce adherence to business development workflows, pipeline stages, and client handoff protocols.
• Hold team members accountable to established processes, KPIs, and activity expectations to maximize conversion rates and client experience.
• Partner with internal stakeholders to ensure alignment between business development, marketing, and advisory teams.

• Oversee development and execution of integrated marketing plans, campaigns, and thought leadership initiatives.
• Direct marketing efforts to position Centura as a leading advisor in the UHNW wealth management space.
• Manage marketing calendar, COI events, and educational forums to enhance brand presence and referral engagement.
• Develop pipeline strategy and manage business development activity through Salesforce CRM.
• Monitor metrics, conversion rates, and reporting to ensure consistent progress toward growth goals.
• Support client onboarding in partnership with advisory teams to ensure seamless relationship integration.

• 10+ years of business development leadership, preferably in UHNW wealth management or related professional services.
• Demonstrated success managing business development and marketing teams with a proven ability to drive revenue growth.
• Prior experience designing and optimizing lead-to-client workflows and ensuring team accountability to processes.
• Strong operational discipline with a track record of pipeline management and process execution.
• Track record of sourcing and converting UHNW client opportunities through professional partnerships.
• Deep knowledge of advanced wealth planning strategies and HNW/UHNW client needs.
• Prior experience leading integrated marketing and business development functions.
• Bachelor's degree required (Finance, Business, or related field); advanced certifications…