About Integrated Financial Settlements

For over 40 years, Integrated Financial Settlements (IFS) has been a trusted partner helping people stabilize financially after life-altering events or injuries. Our powerful products and services deliver long-term financial security, spendthrift protection, and peace of mind to people made vulnerable by their circumstances. We're a collaborative community driven by integrity, innovation, collaboration, and empathy—values that guide everything we do.

The Opportunity

This is a unique leadership opportunity to build and lead a modern marketing function that drives real business impact. As Vice President of Marketing, you'll operate at the intersection of marketing, business development, and product strategy—establishing the systems, messaging, and operating cadence that influence how structured settlement consultants position and allocate cases toward market-based solutions.

This is not a traditional marketing role. It's a growth and enablement function focused on creating scalable processes, improving consultant behavior, and ensuring marketing directly contributes to measurable business outcomes across Arcadia and JMW.

Core Mandate

• Increase adoption of market-based solutions across Arcadia and JMW consultants
• Build repeatable systems that influence how cases are structured and allocated
• Align marketing, demand generation, and business development into a unified growth engine
• Establish visibility into performance across engagement, conversion, and product mix

Key Responsibilities

Consultant Enablement & Adoption

• Develop and implement strategies that drive consultant engagement and product adoption
• Create tools, messaging, and experiences that simplify complex financial solutions
• Segment the consultant base to identify adoption gaps and tailor enablement approaches
• Partner with business development leadership to reinforce behaviors that increase market-based solution allocation

Marketing Strategy & Execution

• Define and execute marketing strategy across Arcadia and JMW aligned to growth objectives
• Oversee brand positioning, messaging, and go-to-market approach across all channels
• Ensure consistency and clarity in how solutions are communicated to consultants and attorneys
• Partner with Demand Generation and Creative leadership to execute integrated campaigns

Systems, Process & Scale

• Build scalable marketing systems, workflows, and operating processes across IFS
• Establish clear prioritization frameworks and execution cadence across teams
• Improve efficiency, speed, and consistency of marketing output
• Introduce structure where limited processes currently exist

Revenue Alignment & Performance Visibility

• Define and track KPIs tied to consultant engagement, adoption, and AUA growth
• Establish reporting frameworks to measure marketing's impact on pipeline and conversion
• Partner with Demand Generation to connect campaigns to measurable outcomes
• Identify breakdowns in the funnel and implement solutions

Cross-Functional Leadership

• Serve as a strategic partner to Arcadia and JMW leadership
• Align marketing efforts with business development, product, and operations teams
• Lead collaboration across Prospera and IFS to ensure consistency and leverage shared resources
• Operate effectively within a distributed, consultant-driven business model

Team Leadership

• Partner with the SVP of Marketing for Prospera to lead and develop a high-performing marketing team including:
  • Creative Director
  • Director of Demand Generation
  • Events Planner
  • Marketing Project Management
• Set clear expectations, accountability, and performance standards
• Manage external agencies and partners as needed

Required Qualifications

Experience

• 10+ years of experience in marketing, strategy, or related leadership roles
• Proven experience building systems and processes in complex or evolving environments
• Background in financial services, fintech, or similarly complex industries preferred
• Experience supporting distributed sales or consultant networks is highly valuable

Skills & Capabilities

• Strategic thinking with ability to translate complex business challenges into actionable marketing initiatives
• Strong project management and organizational skills with ability to manage multiple priorities
• Excellent communication and presentation skills, with ability to influence across all levels
• Data-driven mindset with ability to establish metrics, track performance, and optimize based on results
• Leadership experience with ability to build, develop, and motivate high-performing teams
• Collaborative approach to cross-functional partnership and stakeholder management

Technical Skills

• Proficiency with Microsoft Office (PowerPoint, Excel, Outlook)
• Experience with webinar platforms (Go To Webinar, Teams, etc.)
• Familiarity with CRM systems (Salesforce preferred)
• Experience with event management or project management tools (Asana)

Nice-to-Have Skills

• Experience with marketing automation platforms
• Knowledge of structured settlements or financial advisory industry
• Background in B2B marketing or channel marketing
• Experience with analytics and business intelligence tools

Work Environment & Physical Demands

Work Environment: Work is primarily performed in a hybrid office/remote environment. Occasional extended hours or travel may be required to meet business needs.

Physical Demands: Prolonged periods of sitting and working at a computer; manual dexterity to operate office equipment; and ability to communicate effectively. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Our Values

We're looking for someone who embodies our core values:

• Integrity: Do what is right
• Innovation: Seek opportunities to learn, improve, and encourage creative thought
• Collaboration: We are better together. Diversity of experience and thought enriches our work and lives
• Empathy: Acknowledge others and ask questions. Listen to find out what is important

Ready to Make an Impact?

If you're a strategic marketing leader excited about building systems that drive real business outcomes in a mission-driven organization, we'd love to hear from you. Apply now to join our team in Austin.