Responsibilities

• Own B2B lead generation strategy and performance across Bluespring Wealth Partners, Kestra Financial, Kestra Private Wealth, Arden Trust, and CBS Brokerage.
• Translate B2B business growth objectives into brand‑specific lead generation plans, targets, and success metrics.
• Set and manage annual and quarterly commitments for B2B MQLs, opportunities, pipeline value, and ROI in partnership with Sales leadership.
• Ensure B2B lead programs align with each brand’s advisor audience, growth model, and sales motion.
• Be accountable for B2B MQL volume, MQL quality, SQL and opportunity creation, and pipeline contribution.
• Define, refine, and enforce B2B MQL criteria and quality standards in close partnership with Sales and Revenue Operations.
• Own Salesforce‑based B2B funnel visibility, ensuring accurate lead routing, lifecycle staging, attribution, and reporting.
• Partner closely with B2B sales teams to improve lead handoff, follow‑up expectations, feedback loops, and conversion performance.
• Track and report B2B pipeline dollars sourced, conversion rates, cost efficiency, and ROI through Salesforce and related tools.
• Ensure B2B lead generation programs meet or exceed minimum ROI thresholds and cost‑per‑lead targets.

Requirements

• 4–8+ years of experience in lead generation, demand generation, or growth marketing, in B2B or financial services.
• Proven experience owning pipeline outcomes, not just campaign execution.
• Strong understanding of funnel metrics, MQL quality, opportunity conversion, and ROI modeling.
• Experience working through cross‑functional execution teams (marketing ops, paid media, creative, vendors).
• Strategic mindset with strong analytical and decision‑making skills.
• Comfortable operating in a regulated environment and partnering closely with Compliance.
• Excellent stakeholder management and executive‑level communication skills.
• Experience with Salesforce, marketing automation platforms, and performance reporting.
• Bachelor’s degree from a four-year accredited college or university required.
• Degree in marketing, business, or a related field preferred

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses