Responsibilities

• Develop and execute integrated marketing campaigns supporting advisor acquisition, brand awareness, and business growth.
• Produce high-quality, on-brand, compliance-approved marketing collateral from concept through final delivery, including brochures, presentations, one-pagers, sales materials, event collateral, digital assets, and advisor communications.
• Partner with Compliance to ensure all marketing materials meet regulatory requirements.
• Manage multiple projects simultaneously while meeting aggressive deadlines.
• Own and optimize HubSpot marketing automation across email campaigns, drip and lifecycle marketing, landing pages, forms, list segmentation, and campaign reporting.
• Build and maintain an in-house digital marketing engine, reducing reliance on external agencies.
• Develop automated marketing workflows that improve advisor engagement and lead nurturing.
• Manage website production including new page creation, content updates, SEO optimization, video library management, and ongoing maintenance.
• Continuously improve website performance, user experience, and search visibility.
• Coordinate with internal stakeholders and vendors on website enhancements.

Requirements

• Bachelor's degree in Marketing, Communications, Digital Marketing, Business, or related field.
• 6–8+ years of progressive marketing experience in financial services, insurance, wealth management, fintech, or other regulated industries.
• Strong experience managing integrated marketing campaigns from strategy through execution.
• Hands-on experience with HubSpot Marketing Hub.
• Experience with email marketing, marketing automation, CRM integration, and campaign analytics.
• Experience managing websites using CMS platforms and implementing SEO best practices.
• Strong project management and organizational skills with the ability to manage multiple priorities.
• Excellent written, verbal, and visual communication skills.
• Experience working with compliance and regulatory review processes.

Preferred

• Experience supporting insurance, annuities, retirement services, asset management, banking, or wealth management organizations.
• Experience with Adobe Creative Suite, Canva, Figma, or similar creative tools.
• Familiarity with Google Analytics, Google Tag Manager, and marketing dashboards.
• Experience producing video content and digital multimedia assets.
• Knowledge of AI-powered marketing tools for content creation, automation, and campaign optimization.

Benefits

• competitive compensation package
• comprehensive health benefits
• paid time off
• opportunities for professional growth and career advancement