Head of Marketing en Luma Financial Technologies Open Positions

About the role

Luma Financial Technologies is seeking a seasoned Head of Marketing, with deep domain expertise in Wealth Management, to drive pipeline generation, content strategy, and brand awareness in a high-growth, B2B fintech environment.   A critical position within our firm, previous wealth management industry experience is a must as it will play a key role in enabling the successful candidate to fuel revenue growth and position our brand as the go-to platform in enterprise wealth management across several global geographies (US, Canada, LatAm, EMEA). Note: Candidates without proven wealth management industry experience will not be considered.

You will be a player/coach, responsible for leading an existing team focused on demand generation, website marketing, content (product) marketing, social media, events and brand execution.  This is a hands-on role, where the successful candidate must be comfortable getting involved and executing on what is needed to drive the outcomes we seek. This role is externally focused—supporting sales, channels, and client-facing growth. This team is not responsible for internal company communications.

The Head of Marketing works closely with Sales, Product, Channel leaders, and Customer Support & Success to ensure alignment and measurable impact, while also having direct access to our Executive team and Channel leaders, respectively.

Key Responsibilities (Prioritized by Business Impact)

1. Pipeline & Revenue Growth (Demand Generation & Growth Marketing)

• Coordinate across channels to force-multiply impact by aligning conferences (events), referral partners, industry influencers, and account-based marketing to target top firms in each channel.
• Establish a measurement framework that tracks ROI across channels, campaigns, and events.
• Oversee the execution of industry events, conferences, and sponsorships across channels to drive brand visibility and pipeline growth. Establish a measurement framework that tracks ROI across channels, campaigns, and events.
• Own and execute multi-channel demand (Lead) generation programs (ABM, paid media, email, SEO, webinars, events) to drive high-quality pipeline for sales.
• Optimize the marketing-to-sales funnel with a focus on conversion rates across the client journey, pipeline velocity, and attribution.
• Collaborate with sales and channel leadership to align on ICP definition, targeting, lead scoring, and sales enablement for consistent pipeline contribution.
• Leverage marketing automation and analytics to optimize campaign performance and maximize ROI.

1. Content Strategy & Sales Enablement

• Launch an advisor and client engagement content engine delivering high-value insights, case studies, and thought leadership tailored to each stage of the customer journey.
• Build a structured client communication strategy—regular newsletters, market insights, platform updates, and thought leadership—to deepen engagement and strengthen brand credibility.
• Develop a content strategy that positions the company as a thought leader in enterprise wealth management.
• Oversee the creation of high-impact assets (case studies, whitepapers, blog posts, video content, webinars) that drive lead engagement.
• Enable the sales and channel teams with compelling messaging, decks, and collateral to support the buyer journey.
• Create content that can be leveraged for our partners for their own sales engagement with the market.

1. Brand Awareness, Website & Visual Identity

• Activate and apply our refined brand pillars and visual brand system, ensuring consistent identity across website, campaigns, and external touchpoints. uniformly across all channels and geographies globally.
• Proactively expand Luma’s industry presence and thought leadership by securing speaking opportunities, publishing insights, and building visibility with media, influencers, and strategic partners.
• Strengthen brand recognition and share of voice by consistently driving external awareness campaigns aligned to our brand pillars, ensuring Luma is top-of-mind in wealth management innovation.
• Manage the corporate website as a central hub for thought leadership, lead generation, and brand storytelling. Drive measurable increases in website engagement, time-on-page, and lead conversions.
• Partner with design resources to deliver a modern, tech-forward visual identity that reflects innovation, sophistication, and clarity across all digital and offline experiences.
• Build relationships with industry influencers, media, and strategic partners to amplify brand reach.
• Align our PR efforts leveraging our external PR firm, with broader marketing and sales initiatives.

1. Tech-forward Marketing Prowess & Analytics-Driven Decisions

• Leverage cutting-edge digital marketing technologies (AI, advanced analytics, automation platforms) to maximize marketing effectiveness and scale personalization.
• Define and track key performance indicators (KPIs) to measure marketing’s impact on pipeline and revenue.
• Continuously test, optimize, and report on campaign performance, making data-driven adjustments to maximize efficiency.
• Maintain clean marketing data and ensure alignment between marketing and sales tools (CRM, automation platforms).

What Success Looks Like (Accountability Metrics) in Order of Priority

Pipeline & Revenue Contribution

• Marketing generates at least 30% of total pipeline through demand generation (lead) initiatives.
• MQL-to-SQL conversion rate of 20%+, with marketing leads progressing efficiently through the funnel.
• Marketing-influenced revenue grows by 30%+ YoY, demonstrating demand generation efficiency.
• Customer acquisition cost (CAC) remains within target range, ensuring efficient spend allocation.
• Define and lead our digital SDR/BDR efforts

Content Performance & Sales Enablement

• 80%+ of sales reps actively use marketing-created content in sales conversations.
• Content engagement increases by 25%+ YoY (measured via web traffic, downloads, video views, and webinar attendance).
• Webinar and event-generated leads convert to pipeline at a 10%+ rate, showcasing event ROI.
• Increase time spent on website and blog by 20%+, indicating higher engagement.
• Sales team adoption and usage of marketing-created content leads to higher win rates and shorter sales cycles.

Brand Growth & Awareness

• Brand search volume increases 30% YoY, demonstrating growing market recognition.
• Industry event participation drives at least 100 net-new leads per event with a 10%+ conversion to opportunity.
• Earned media mentions grow by 20%+, increasing credibility and market influence.
• Data & Analytics Accountability
• Marketing campaign performance improves continuously, achieving a 3:1 or better ROI on demand gen spend.
• Lead attribution models accurately track marketing’s contribution to revenue, ensuring data-driven decision-making.
• Marketing and sales teams are fully aligned, with no more than a 10% lead drop-off rate between MQL and SQL stages.

Who You Are

• Revenue-Driven – You focus on marketing’s direct impact on sales pipeline and revenue growth.
• Strategic & Hands-On – You can craft the strategy but also execute with speed and agility.
• Collaborative & Cross-Functional – You work seamlessly with sales, channel leaders, product, and customer success teams.
• Data-Led & Analytical – You track and optimize marketing effectiveness using key metrics.
• Qualifications
• 10+ years of progressive marketing leadership experience, with at least 5+ years in wealth management marketing leadership required, with a track record in demand generation, content marketing, and brand awareness within wealth management. Candidates without wealth management experience will not be considered)
• Willing to be a player-coach and get involved daily in running the business
• Experience in enterprise software, fintech, or wealth management is a must
• Strong expertise in ABM, marketing automation (HubSpot, Salesforce), and campaign performance analytics.
• Exceptional storytelling, communication, and leadership skills.