Responsibilities

• Co-own MQL, SAL, and advisor pipeline growth targets with the Senior Marketing Operations Manager and leadership, with clear accountability for the marketing programs and market inputs that drive those outcomes.
• Develop advisor ICPs, personas, and segment strategies across RIAs, hybrid advisors, broker-dealers, and other priority audiences; partner with Marketing Operations to translate those strategies into activated audiences and measurable campaigns.
• Craft clear positioning, messaging, value propositions, and offers that reflect advisor needs, objections, buying cycles, and the differentiated value of the Advisor Marketing Platform.
• Build and execute demand-generation campaigns across paid media, outbound, lifecycle, organic, webinar, and event channels.
• Translate advisor research, customer insights, frontline sales feedback, and performance data into campaign strategies, content briefs, creative concepts, and testable hypotheses.
• Lead webinar and event strategy end-to-end, including programming, promotion, partner participation, sales follow-up strategy, and post-event engagement.
• Develop scalable advisor-facing content and enablement assets, including case studies, email programs, landing pages, campaign content, and sales collateral.
• Define campaign requirements and partner with Marketing Operations to automate workflows, establish tracking, and scale successful programs.
• Partner with Marketing Operations and Sales to identify funnel friction and run structured experiments that improve MQL-to-SAL and SQL-to-revenue conversion.
• Monitor program and channel performance, communicate actionable insights, and recommend changes to budget allocation, channel mix, messaging, offers, and campaign priorities.

Requirements

• 5-7 years of experience marketing to financial advisors, RIAs, broker-dealers, or fintech companies serving the advisor ecosystem.
• Understanding of advisor psychology, objections, buying cycles, and the operational realities of growing an advisory firm.
• Demonstrated ability to build and execute multi-channel programs that generate qualified demand and measurable pipeline impact.
• Strong command of positioning, messaging, audience strategy, campaign development, and performance marketing fundamentals.
• Experience managing programs from strategy through execution, including campaign briefs, content development, launch coordination, performance analysis, and iteration.
• Experience leading webinars, events or other programs that create and convert B2B demand.
• Quantitative orientation and comfort working with funnel metrics, attribution, campaign performance, and conversion data in partnership with Marketing Operations and analytics teams.
• Working fluency with CRM and marketing automation platforms such as Salesforce, HubSpot, Pardot, or Marketo; this role does not need to be the system administrator but must be able to define clear business and campaign requirements.
• Strong cross-functional partnership skills and the ability to influence Sales, Marketing Operations, Product, PR, and other stakeholders without relying on formal authority.
• High agency, strong execution velocity, and comfort operating in a fast-paced, ambiguous environment.

Benefits

• Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive.
• Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs.
• Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind.
• Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role.
• Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters.
• Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)