Marketing is the often overlooked value-add for the wealth management space that accelerates growth in established business lines and opens up new areas of growth. The fragmented nature of the independent channel requires RIAs, broker-dealers, custodians, wealthtech firms and support platforms to explain their relevance and points of differentiation to highly specific target niches. Without marketing, many of their innovations would go unseen or misunderstood.
In this industry, Chief Marketing Officers must possess a special grasp of all aspects of wealth management, and how to communicate with everyone from financial advisors to compliance officers to recruiters to other C-suite executives. CMOs also must know how to inspire, manage and lead their teams – all while operating without a clear source of revenue production metrics against which to measure success.
Our invitation-only CMO 10: Top Wealth Management CMOs honors these individuals, who craft strategies enabling firms to reach the proper audiences with messaging that resonates with key decision-makers. They are listed in alphabetical order. Please join us in congratulating them: Douglas Anweiler, Chief Brand Officer, FusionIQ.
With over 38 years of executive experience, Douglas Anweiler is responsible for developing, implementing and overseeing the brand strategy for FusionIQ in North America. Over the past two decades, Anweiler has developed strategic business plans and award-winning brands, creating over a dozen brands in fintech, aerospace and technology.
