Own demand generation and cross-functional alignment to drive high-quality leads for financial services, with multi-channel campaigns that resonate with advisors and pre-retiree/retiree audiences.

• Responsibilities: Conduct market research to better understand buyer needs, audience segments, and emerging trends.
• Responsibilities: Develop and refine demand generation strategies that support quality lead growth.
• Responsibilities: Monitor industry trends, competitor activity, and audience preferences to inform campaign planning.

Responsibilities

• Plan and execute multi-channel marketing campaigns, including content marketing, social media, webinars, email, and event/trade show support.
• Create messaging that resonates with financial advisors and pre-retiree/retiree audiences, while maintaining a professional and engaging tone.
• Collaborate with internal teams to ensure campaigns are aligned, consistent, and timely.
• Track, measure, and evaluate campaign performance against established goals.
• Use data and reporting to identify opportunities to improve engagement, lead quality, and ROI.
• Share insights and recommendations that support continuous improvement.
• Partner with sales teams to support lead quality and smooth handoff.
• Align on goals, performance expectations, and success metrics.
• Support open communication between teams to help create a strong lead pipeline.
• Use marketing automation tools, CRM systems, and social media platforms to support and scale campaigns.

Requirements

• Minimum 3 years of experience in financial services marketing, with a focus on demand generation.
• Background in B2B and B2C campaign development.
• Bachelor’s degree in marketing, business, communications, or related field preferred but not required
• Minimum 3 years of experience in demand generation, lead generation, digital marketing, or related marketing roles.
• Experience in financial services is preferred, though strong experience in a professional, client-focused environment will also be considered.
• Experience with Meta Ads, Google Ads, HubSpot Inbound Marketing, YouTube, or similar tools.
• Familiarity with SEC or FINRA guidelines is a plus, but not required.
• Physical & Work Environment Requirements - Ability to work for extended periods at a desk using a computer.
• Physical & Work Environment Requirements - Ability to lift up to 10 pounds if/when necessary.
• Physical & Work Environment Requirements - Routine use of telephone and email.
• Physical & Work Environment Requirements - Office-based role with potential travel to conferences, events, and satellite offices as needed.

Benefits

• 100% employer-covered medical benefits and HRA account
• Dental & vision plans
• Generous PTO + 10 NYSE company holidays per year
• 401(k) with company match program
• Free onsite parking
• Company-provided laptop and required technology
• Access to an on-site gym free of charge