We run a lean, campaign-driven marketing operation — launching at minimum one major campaign every 60 days — and we are accelerating our investment in AI-powered marketing systems and HubSpot as the hub of all demand generation activity. 

The Demand Generation Manager is a senior-level, in-office operator who owns the intersection of marketing technology, campaign execution, and data-driven reporting. This is not a coordinator role. You will be the internal authority on HubSpot, the connective tissue between our agency partners, and the person who ensures campaigns run on time, on brand, and are measured with rigor.

Who thrives here?

This role is a strong fit if you are energized by operational clarity, take pride in systems that just work, and want to own something meaningful at a firm that moves fast and trusts its people. You should be comfortable toggling between strategic thinking and hands-on execution without losing altitude on either. 

This is not the right role if you are looking for a large team to delegate to, prefer a slow-moving environment, or are uncomfortable with the expectation that you will be the internal expert on our marketing technology stack from day one. 

What does success look like?

In your first 90 days: 

• HubSpot is fully audited, reporting is clean, and you have established a campaign execution rhythm with all agency partners 
• You have documented the handoff map between marketing, agencies, and the advisory team 
• At least one campaign has been executed end-to-end under your ownership 

At 12 months: 

• HubSpot is the single source of truth for all marketing activity, leads, and ROI reporting 
• Campaign launch cycle is predictable, documented, and requires minimal rework 
• Leadership has full visibility into funnel performance via automated dashboards 
• AI-assisted workflows have meaningfully reduced manual effort in at least two key areas 

Primary Responsibilities

HubSpot & Marketing Operations 

• Own all HubSpot configuration, list segmentation, workflow automation, and contact database hygiene 
• Build and maintain campaign reporting dashboards; deliver monthly and campaign-level performance reports to leadership 
• Manage lead routing, lifecycle stages, and handoff protocols between marketing and advisory team 
• Serve as internal HubSpot administrator — troubleshoot, optimize, and train staff on platform usage 
• Integrate AI tools and automation into HubSpot workflows to increase campaign velocity and reduce manual overhead 

Campaign Execution 

• Traffic and manage deliverables across all agency partners: creative, SEO/digital media, podcast/YouTube, direct mail, and TV 
• Own campaign asset deployment — landing pages, email sequences, lead magnets, form setup, and UTM tracking 
• Maintain the campaign calendar and ensure all stakeholders are aligned on timelines and launch readiness 
• Coordinate with compliance (internal) on review and approval workflows prior to campaign launch 
• Support podcast, blog, and YouTube publishing cadence — including upload, metadata, and distribution 

Digital Channel Management 

• Oversee social media publishing across all active channels; maintain a consistent content cadence 
• Monitor digital ad performance (in partnership with agency) and provide internal reporting to leadership 
• Manage website content updates, landing page builds, and form optimization in WordPress/HubSpot 
• Track and report on SEO performance, retargeting efficiency, and streaming/OTT campaign results 

Qualification & Experience

Required 

• 5+ years of experience in digital marketing, marketing operations, or a closely related role 
• Demonstrated HubSpot proficiency — CRM administration, workflows, reporting, and forms (HubSpot certification preferred) 
• Experience managing and trafficking deliverables across multiple external agency partners simultaneously 
• Strong command of campaign analytics — UTM structure, attribution, funnel reporting, and conversion tracking 
• Familiarity with WordPress and Elementor for content publishing and landing page management 
• Exceptional project management skills with a bias for documentation and process 
• Comfortable operating with AI tools (ChatGPT, Claude, or comparable) as productivity instruments 

Strongly Preferred 

• Experience in financial services, wealth management, or another regulated industry 
• Familiarity with compliance review workflows and regulatory considerations in marketing (Reg BI, SEC advertising rules) 
• Hands-on experience with paid digital channels — Google, Meta, programmatic/OTT — even in a reporting or coordination role 
• Exposure to podcast or video production workflows 
• Experience building marketing automation sequences for high-touch, long sales cycles