Chief Marketing Officer
Chief Marketing Officer (CMO)OverviewCompany is seeking a strategic and hands-on Chief Marketing Officer (CMO) to lead global marketing efforts across our regulated entities in the United States, Canada, Bahamas, and the European Union. This role requires a data-driven leader with deep expertise in performance marketing, digital channels, and AI-powered marketing systems, operating within a highly regulated financial services environment.The ideal candidate combines creativity with analytical rigor, understands broker-dealer compliance constraints, and has a proven ability to scale customer acquisition and engagement across multiple jurisdictions.Key ResponsibilitiesGlobal Marketing Strategy & LeadershipDevelop and execute a unified global marketing strategy aligned with business growth targets across all regionsLead, mentor, and scale a high-performing marketing team across multiple geographiesCollaborate with executive leadership to drive brand positioning, client acquisition, and retention strategiesDigital Marketing & Performance ChannelsOwn and optimize all paid and organic acquisition channels, including:Google Ads (Search, Display, YouTube)Meta Ads (Facebook, Instagram)Social media platforms (X, LinkedIn, TikTok, YouTube)Drive continuous optimization of CAC, LTV, conversion funnels, and ROIMarketing Technology & AutomationArchitect and manage the marketing tech stack, including:Segment (customer data platform)Customer.io (email automation and lifecycle marketing)Build advanced audience segmentation, lifecycle journeys, and behavioral targeting strategiesEnsure seamless data integration across platforms for real-time decision-makingAI-Driven Marketing InnovationLeverage AI tools and frameworks to enhance all aspects of marketing, including:Content generation and personalizationCampaign optimization and predictive analyticsCustomer segmentation and behavioral modelingCreative testing and performance forecastingContinuously evaluate and implement emerging AI technologies to maintain a competitive edgeContent & Brand StrategyOversee content strategy across all channels, including video (YouTube), social media, email, and webDrive high-quality, compliant financial marketing content tailored to retail and active tradersEnsure consistent brand voice and messaging globally while adapting to regional nuancesCompliance & Regulatory OversightWork closely with legal and compliance teams to ensure all marketing adheres to applicable regulations (e.g., FINRA, SEC, IIROC, ESMA)Establish processes for review, approval, and recordkeeping of marketing materialsMaintain a strong understanding of financial promotion rules across jurisdictionsAnalytics & ReportingDefine KPIs and build dashboards to track campaign performance and business impactUse data insights to inform strategic decisions and optimize marketing spendReport regularly to executive leadership on performance, opportunities, and risksQualificationsExperience10+ years in marketing leadership roles, preferably within broker-dealers, fintech, or financial servicesProven track record scaling digital acquisition in regulated environmentsExperience managing global or multi-jurisdiction marketing programsTechnical & Platform ExpertiseDeep hands-on experience with:Google Ads & YouTube marketingMeta Ads ecosystemSegment (or similar CDP)Customer.io (or similar lifecycle/email platforms)Strong understanding of attribution models, analytics tools, and marketing automationAI ProficiencyDemonstrated expertise using AI tools for marketing execution and optimizationFamiliarity with generative AI, predictive analytics, and automation workflowsAbility to integrate AI into scalable marketing systemsSkillsData-driven mindset with strong analytical capabilitiesExcellent leadership and cross-functional collaboration skillsStrong understanding of trader audiences and financial markets preferredPreferred QualificationsExperience marketing to active traders, day traders, or retail brokerage clientsFamiliarity with trading platforms, margin accounts, and short sellingBackground in high-growth fintech or startup environmentsWhat Success Looks LikeScalable, efficient customer acquisition across all regionsFully integrated, AI-enhanced marketing ecosystemStrong brand presence and engagement within the trading communityMeasurable improvements in conversion rates, retention, and LTV