Teams at Nicola Wealth

Leads institutional sales, business development, and client relationship management for Nicola Institutional. The role develops growth strategies, builds and manages prospect pipelines, secures new institutional clients and assets under management, deepens existing relationships, delivers pitches and investment solutions, and coordinates with investment and internal teams. Responsibilities also include Salesforce tracking, sales operations, reporting, marketing collateral, compliance, market representation, and participation in conferences and client events.

Write and edit persuasive, on-brand copy for wealth management campaigns and content across web, social, email, advertising, print, podcasts, and long-form channels. Develop creative concepts with designers, maintain brand voice, translate complex financial topics for high-net-worth audiences, and ensure content meets compliance and disclosure requirements. Manage briefs, feedback, revisions, and multiple deadlines while collaborating with marketing, creative, compliance, and subject-matter experts.

Owns Nicola Wealth’s growth marketing and demand-generation engine, including the full digital funnel, paid and organic acquisition, CRO, landing pages, lead nurturing, lifecycle email, marketing automation, CRM integration, attribution, and reporting. Leads marketing technology, customer lifecycle marketing, AI-search visibility strategies, and a team of employees, agencies, and vendors while partnering with Sales, Content, Brand, and Compliance to drive qualified pipeline, revenue, retention, and measurable marketing ROI.