• Develop Work closely with marketing to ensure accurate presentation and tracking, maintain and adjust pitch deck and related presentations. • Drive revenue by effectively differentiating WEG’s offerings and value proposition. • Drive revenue by acquiring / closing clients and increasing assets under management. • Educate clients on planning and investment based topics through one-on-one and group presentations. • Utilize WEG’s planning structure and model to close mid and high net worth cases. • Support Financial Advisory Teams to help grow WEGs local presence while ensuring client service and retention standards are met. • Proactively contact and qualify high net worth prospective clients that are introduced through WEG’s direct marketing channels. • Meet with high net worth investors to understand their financial situation and needs and introduce the value of working with a WEG Advisory team. • Assist in the creation, delivery, execution and management of complex financial plans and investment recommendations. • Work with the financial advisory team to ensure ongoing client service is delivered after the close and transition.

Vice President of Growth - Performance Marketing (Full-Time, Remote) About the Company We’re CatchCo, makers of Mystery Tackle Box — the original fishing subscription box since 2012. Our mission is to Rescue Humanity From the Indoors. Today, we help millions get outside with products sold at Walmart, Dick’s Sporting Goods, Amazon, and our website. We’ve moved past the venture-backed hype and are now under new ownership, building a lean, profitable, and lasting business. If you believe in getting people outdoors and doing work that matters, you’ll fit right in. Position Overview CatchCo is hiring a Vice President of Growth (Performance Marketing) to own end-to-end profitable customer acquisition across paid media, creative performance, on-site conversion, marketing data/measurement, and lifecycle/email. This role has meaningful autonomy and accountability: you’ll build a repeatable growth system grounded in unit economics and incremental profit—not platform-reported metrics.ments through sales and marketing levers. Core Responsibilities - Growth P&L ownership — Own performance marketing end-to-end (ad → site → value), including budget allocation across media, people, and tools; make tradeoffs that protect profitability and payback. - Channel leadership — Lead strategy and execution across key acquisition channels (paid social, search, affiliates, and other performance channels where it makes sense), with clear accountability for results. - Measurement & data integrity — Build a single source of truth for acquisition and customer value (UTM taxonomy, event tracking, GA4/server-side instrumentation, warehouse integration such as BigQuery or equivalent) and make channel economics fully auditable. - Attribution & incrementality — Implement attribution rigor and incrementality testing (holdouts, geo/cohort tests, or equivalent) so decisions reflect incremental lift and profit—not vanity ROAS. - Experimentation engine — Establish a disciplined testing system (hypothesis → sizing → test → analysis → scale) across creative audiences, bidding, landing experience, and lifecycle/email. - Creative performance system — Build repeatable creative ops and a creative-to-scale process that increases the rate of scalable winners and reduces cycle time. - Funnel conversion improvements — Drive conversion-rate improvements through site and landing-page testing, working tightly with ecom/product stakeholders. - Lifecycle & retention levers — Own/lead email and lifecycle strategy (onboarding, reactivation, subscription and retention campaigns) and partner cross-functionally to improve repeat purchase and LTV. - Team & partner buildout — Recruit, onboard, and lead a high-output team (FT + contractors/agencies/freelancers as needed), with clear success metrics and operating cadence. - Operating rhythms & communication — Create clear weekly/monthly rhythms and concise written updates that keep Finance, Data, Ops, and leadership aligned and moving fast. What Makes You the Right Fit - You’re a hands-on performance marketer who can run campaigns yourself early, then build systems so the team doesn’t depend on you forever. - You know how to scale acquisition without lying to yourself—incrementality, unit economics, and clean measurement are non-negotiable. - You’ve built (or owned) rigorous tracking and analytics workflows and can explain the “why” behind every number. - You run tight experimentation loops and turn results into repeatable playbooks—not one-off wins. - You have strong creative judgment and know how to operationalize creative testing to produce scalable winners. - You’re comfortable making hard calls with a P&L mindset: scale, pause, reallocate—whatever protects profit. - You communicate crisply, align cross-functional partners, and operate well in a lean, remote-friendly environment. - You’re technically fluent (GA4, server-side tracking, data warehouses like BigQuery or equivalent, basic SQL, and ad-platform tooling/APIs). Requirements - 10+ years in performance marketing or growth with ownership of profitable customer acquisition. - Prior ownership of a growth or acquisition P&L. - Experience across paid social, paid search, affiliates, and other scalable performance channels. - Strong measurement and analytics experience (UTMs, GA4/server-side tracking, data warehouse integration). - Experience driving CRO through site and landing-page experimentation. - Experience building and leading high-output teams and external partners. - Bonus: experience working in fishing or outdoors markets, and experience marketing consumer subscriptions.

• Own the overall Pathfinder adoption strategy, goals, and success metrics across all business units. • Establish clear adoption KPIs, utilization benchmarks, and reporting cadences to track impact and progress. • Lead cross-functional collaboration with Sales, Product, Marketing, Training, and Trusted Advisor leadership to ensure alignment and execution. • Act as the primary “Voice of Sales and TAs” back to the Product and Development teams. • Co-facilitate the Pathfinder Syndicate (Advisory Board) to gather insights, validate strategy, and guide evolution. • Lead PF internal sales training including new hire onboarding annual certification process. • Aligns and attends RVP meetings regularly. • Own budget accountability related to Pathfinder adoption, training, incentives, and travel & engagement. • Influence prioritization and resourcing decisions related to PF adoption across the organization. • Ensure consistent, scalable processes, documentation, and enablement assets (playbooks, slide decks, demos). • Serve as the primary Pathfinder evangelist internally and externally, including executive-level presentations, events, and industry engagements. • Represent Pathfinder at major meetings, conferences, and partner events with strong stage presence and credibility. • Partner with Marketing and Product Marketing to ensure PF messaging, positioning, and storytelling are consistent, compelling, and outcome-focused. • Define and maintain the TA Pathfinder Playbook and TA-specific PF Certification program.

• First line supervisory responsibility for HOS advisors and/or OSJ managers • Proactively engage with supervisory team on a daily basis to form a collaborative environment • Ensure advisor and OSJ understanding and compliance with all firm and industry requirements • Act as main point of contact for supervision related questions • Conduct investigations and appropriate corrective action in collaboration with supervision management • Identify suspicious patterns in sales and business practice