THE CHAMBERLIN GROUP

CHIEF MARKETING & SALES OFFICER

Do you thrive at the intersection of strategy, data, and human connection? Are you energized by building revenue engines that scale while keeping people at the center of the work? Do you enjoy aligning marketing and sales into one clear, accountable growth strategy? If you are a confident, thoughtful leader who knows how to turn insight into action, we want to talk to you!

Our ideal Chief Marketing & Sales Officer is:

• A strong leader – You set direction with confidence, inspire high performance, and create clarity for teams navigating growth.
• A clear & transparent communicator – You articulate expectations, strategy, and feedback openly, ensuring alignment up and down the organization.
• Professional – You bring maturity, composure, and credibility to every interaction, internally and externally.
• Trustworthy – You operate with integrity and consistency, earning trust from leadership, peers, and direct reports.
• Collaborative – You work seamlessly across departments, believing the best results come from shared ownership and teamwork.
• An efficient planner – You think ahead, anticipate needs, and structure initiatives so execution is focused and measurable.

Our ideal CMSO is a forward-thinking executive   with grit, who blends creativity with discipline and strategy with execution. This role plays a critical part in shaping how The Chamberlin Group attracts, educates, and converts clients while scaling revenue responsibly. The CMSO will help unify marketing and sales under one clear vision, ensuring growth is intentional, data-driven, and aligned with the company’s mission.

RESPONSIBILITIES

Leadership

• Drive EOS® rhythms including L10s, 1:1s, Lead, Manage, hold all Accountable, and Rock setting.
• Lead, mentor, and develop cross-functional teams across Sales, Business Development, Client Service, and Marketing.
• Build strong alignment between sales and marketing to operate as one cohesive revenue engine.
• Challenge the status quo and continuously improve strategies, processes, and performance.

Marketing

• Own overall marketing strategy aligned to company growth objectives and revenue goals.
• Develop and execute marketing campaigns, lead-generation initiatives, and content strategies across digital and live channels.
• Optimize lead acquisition through tech-forward strategies.
• Manage advertising mediums, budgets, and performance, including ad spend allocation and ROI analysis.
• Oversee content creation, messaging, and brand consistency across all platforms.
• Plan and manage the marketing event calendar, including online and in-person events.
• Coordinate with Operations on live events to ensure seamless execution and alignment.

Sales

• Build, develop, and retain a strong sales team.
• Own the full lead-to-revenue pipeline across the organization.
• Oversee lead distribution and routing systems (e.g., ChiliPiper) to ensure accuracy and efficiency.
• Drive lead conversion strategies that translate demand generation into revenue.
• Manage pipeline health, forecasting, and conversion metrics across sales and business development teams.
• Ensure sales processes, expectations, and execution are consistent and scalable.

Technology / Vendor Management

• Own CRM strategy and data integrity within HubSpot, including reporting and KPI monitoring.
• Oversee sales and marketing technology platforms (HubSpot, ChiliPiper, Zocks, RightCapital, Wealth.com, EstateGuru, BloomGrowth).
• Ensure system cleanliness, adoption, renewals, and vendor relationships are actively managed.
• Analyze data across platforms to inform decision-making, forecasting, and performance improvements.
• Manage external marketing vendors and ensure alignment with internal calendars and objectives.

** This is a full-time, in-person position based in St. Louis, Missouri. **

QUALIFICATIONS

Required

• 5+ years of executive-level leadership with experience of managing managers
• 5+ years of marketing-forward experience including digital marketing, content creation, and ad buying
• 3+ years managing budgets and forecasts of $3M+
• Proven experience collaborating cross-functionally at a senior level
• Demonstrated ability to generate revenue with strong Lifetime Value (LTV) to Customer Acquisition Cost (CAC) performance (target benchmark: 3:1)
• Bachelor’s degree in Business, Marketing, Sales, or a related field

Preferred

• Experience working within a regulated marketing environment
• Market expansion experience
• Wealth management or financial services industry experience
• SMB experience within a high-growth environment
• Google Workspace proficiency
• Master’s degree in Business, Finance, Sales, or Marketing
• EOS® savvy
• AI-enabled marketing experience (e.g., Gemini or similar tools)

THE COMPANY – THE CHAMBERLIN GROUP

The Chamberlin Group is a mission-driven organization focused on educating and serving middle to low middle-market clients through holistic financial planning. The company blends innovation, technology, and human-first values to help people make confident decisions about their financial futures. With a strong belief in internal growth, transparency, and community impact, The Chamberlin Group is building something meaningful — and scalable.

WHY WORK WITH US

• We tackle an underserved market with massive opportunity.
• We invest deeply in our people’s professional and personal growth.
• Fun, memorable offsites and a tight-knit team culture.
• Open-book management and transparent leadership.
• Strong focus on education and long-term client impact.
• Technology-forward and AI-enabled approach.
• We aim to become the first national virtual retirement planning company.

OUR CORE VALUES

• Glass Always Half Full – We lead with optimism and enthusiasm.
• We Say Thank You – Gratitude is part of how we operate every day.
• Let’s Get It Done – We act with tenacity and follow-through.
• Train on the Tracks – We stay aligned, focused, and process-driven.
• Willing to Pivot – We adapt, innovate, and embrace change.
• Work to Live – Family-first mindset rooted in inclusivity and balance.

SALARY: $180k - $230k base with 30% bonus potential

BENEFITS: Medical, dental, vision, Life & AD&D insurance, 20 days PTO, 10 sick days, 16 paid holidays, 401k (3% match), Employee assistance program

If you’re excited to unify marketing and sales into one powerful growth engine, apply now!

JOB CODE: The Chamberlin Group