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MUFG Union Bank Marketing Director - Intrepid Investment Bankers in Los Angeles, California

Are you passionate about creating an exceptional client experience?

Discover your opportunity with Union Bank®, a division of the Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. At Union Bank, we have our clients’ best interest in mind and draw on more than 160 years of experience to understand their distinct needs to tailor our solutions. We’re part of 180,000 colleagues around the globe striving to be the world’s most trusted financial group, knowing that trust starts with a culture of putting people first and empowering you to achieve your potential.

Join Union Bank, where being inspired is expected and creating results is rewarded.

Intrepid provides M&A, capital raising and strategic advisory services to entrepreneurs and middle-market companies in various industry sectors. Our heritage breeds a culture that embraces teamwork, tenacity and creativity to help our clients win big. We believe that every company has an entrepreneurial passion that drives it and a story that defines it. Our team delivers results through skillful positioning and relentless execution. Based in Los Angeles, Intrepid augments its international capabilities through its active participation in Oaklins, an exclusive global alliance of M&A advisory firms.

This is a hybrid position. There are flexible work from home options available. A member of our recruitment team will discuss the options with you in more detail.


Intrepid is looking for an energetic and creative Head of Marketing & Communications to help reinforce the brand and work with the CEO and leaders of the firm’s practice areas to develop and implement marketing and communication campaigns and strategics to reach relevant target audiences to drive business opportunities. This position reports directly to the Chief Executive Officer of Intrepid.


Minimum of 15 years of marketing and branding experience.

Marketing, communications, and brand strategy

• Oversee all aspects of the company’s Marketing and Communications functions to

achieve goals and drive firm growth and brand recognition

• Responsible for bringing state of the art marketing and digital practices to the

investment bank

• Manage a small team of marketing support professionals and work with specialty

outside vendors to implement the initiatives in the firm’s marketing plan

• Responsible for strategy and planning, training, staffing and project management

• Responsible for process creation, objective setting, and budgeting responsibilities

• Manage organic, paid, content creation and creative channels

• Help advance the brand voice within the organization and externally through creative

media, involving website, podcasts, video, and print

• Utilize paid digital and social media as well as partnerships with existing platforms and

other tactics to expand the visibility of the Intrepid brand

• Work with leaders of the firm’s practice areas to define the lead generation

opportunities and develop the digital marketing strategy of each practice

• Work with the practice groups to develop content strategy

• Conceptualize brand creative with graphic designer and outside agency, as needed

• Design and execute all marketing plans and campaigns across all channels such as

digital, social media, print, podcasting and more

• Manage the production of all collateral materials to support marketing efforts

• Oversee public relations and communications with external audiences, including local,

national and trade press

• Source and implement marketing automation program

• Media related responsibilities including drafting press releases and blogs, media kit,

pitches, responsible for awards and reprints

Events, relationships, and client experience

• Manage all events, sponsorships and speaking engagements

• Build engagement with content and reach new industry specific target audiences

• Increase conversion rates and traffic across channels

Operations and Compliance

• Social media policy and guidelines, brand style guide, business continuity, privacy and

disclosures, CCPA/CPRA, marketing operating manual, emergency preparedness,

written supervisory procedures, events process, communications policy, compliance

policy and process

• Maintain working knowledge of FINRA/SEC regulations and interface with the firm’s

compliance department to make sure marketing and communication practices comply

with regulatory and firm policies; work with the compliance department to adopt and

refine existing marketing communication compliance policies

• Compliance - Review responsibilities include advertising and sales literature and

manage appropriate reporting such as social media audits and compliance testing

• Manage the application of and relationship with HubSpot, the firm’s marketing

automation resource

• Oversee compliance with CCPA/CPRA regulation

• Expense tracking – Insure the tracking of all marketing related expenses in the firm’s

expense management system, interfacing with Accounting and Accounts Payable as


• Assist with tracking of the marketing spend of each practice area and overall firm

marketing spend

Culture and community

• Act as team builder, people manager, able to serve as mentor and role model for staff, ensuring a culture of inclusion, innovation, collaboration, and accountability

• Embrace the culture and values of the firm

• Identify and manage community outreach and special partnerships in the communities we serve


The ideal candidate should possess the following:

• 15 years-plus experience in financial services field as a senior leader in marketing and

branding role

• 5-plus years in digital marketing experience (SEO/SEM and pay per click)

• Team management and team building experience

• Passionate about the firm’s service offerings and mission

• Strong creative, analytical and management skills

• Ability to set strategy, listen to the needs of the practice leaders to implement

strategies that drive value to their practices, yet able to willing to work “in the trenches”

with graphic design, business development and banker industry teams, internal

departments (IT, Compliance, Privacy, Legal, Sourcing, Vendor Management, Risk

Management, Human Resources, Finance & Accounting), external vendors and

agencies, and executive teams

• Superior communications skills (written, verbal, and presentation), ability to

communicate complex concepts to individuals at all levels

• Familiarity with software systems such as Adobe Creative Suite, HubSpot, WordPress,

Salesforce, Ariba, Concur, and Google Analytics

• Bachelor’s degree in marketing, communications, or equivalent

Equal Opportunity Employer M/F/D/V


The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity/Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law.