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Bluespring Wealth Partners logo
3 months ago

Lead Generation Manager

Bluespring Wealth Partners

Austin, TX (On-site)Full time
R S Andrews of Tidewater Heating, Cooling logo
3 months ago

Retail Consultant - Lead Generation

R S Andrews of Tidewater Heating, Cooling

Virginia Beach, VA (On-site)Full time$18/hr – $20/hr
Sage logo
3 months ago

Growth Marketing Manager (Demand Generation Manager)

Sage

New York, USA (Hybrid)Full time$140K/yr – $160K/yr
Pinnacle Fertility logo
4 months ago

Sr. Paid Media and Lead Generation Specialist

Pinnacle Fertility

Scottsdale, AZ (Unknown)Full time
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1,042 jobs
Bluespring Wealth Partners logo

Lead Generation Manager

Bluespring Wealth Partners

Austin, TX (On-site)

In-houseFull-timeSenior level2+ years exp.
3 months ago
R S Andrews of Tidewater Heating, Cooling logo

Retail Consultant - Lead Generation

R S Andrews of Tidewater Heating, Cooling

Virginia Beach, VA (On-site)

$18/hr - $20/hrIn-houseFull-timeEntry level
3 months ago
Sage logo

Growth Marketing Manager (Demand Generation Manager)

Sage

New York, USA (Hybrid)

$140K/yr - $160K/yrIn-houseFull-timeMid level4+ years exp.
3 months ago
Pinnacle Fertility logo

Sr. Paid Media and Lead Generation Specialist

Pinnacle Fertility

Scottsdale, AZ (Unknown)

In-houseFull-timeSenior level5+ years exp.
4 months ago
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Bluespring Wealth Partners logo
Bluespring Wealth Partners

Lead Generation Manager

Austin, TX (On-site)

Salary Not AvailableSenior Level2+ years expFull time

Posted 3 months ago

Top 1% of applicants do these two things.

The other 99% submit and hope. You're about to do something different.

Job Summary

Drive B2B lead generation strategy and governance across multiple Kestra brands, owning funnel metrics and cross‑functional alignment.

  • Must-have: 4–8+ years in B2B lead generation with proven pipeline ownership.
  • Standout: Salesforce‑based B2B funnel visibility across multiple brands and teams.
  • Strong cross‑functional collaboration with Sales, Marketing Ops, and compliance.

Job Description

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
Bluespring Wealth Partners logo

Bluespring Wealth Partners

Through streamlined and unique succession strategies, Bluespring Wealth Partners, LLC (Bluespring Wealth) is dedicated to the acquisition and servicing of wealth management firms seeking continuity for clients and the business they have built. Bluespring Wealth was established with the express purpose of helping entrepreneurs transition their business to the next level of growth through successor incentivization and training, flexible ownership arrangements, institutional-level capital support, and earn-out optimization. By focusing on partnership as the driver of success, we help business owners ensure a lasting legacy while preserving the core values on which their firms were built. Bluespring Wealth is a wholly owned subsidiary of Kestra Holdings, Inc.

Founded in 2019
Austin, Texas, USA
25 employees (2 in marketing)
www.bluespringwealth.com

Traffic Signals

Monthly Visitors
5.8K
Monthly Google Ads Budget
$16
Traffic Source Mix
Search
27.6%
Direct
48.5%
Referral
5.7%
Social
16.7%
Paid
1.4%

Headcount Trend

Current headcount: ~25

Marketing Team

Marketing Team Size
2 (8% of company)
Median Career Experience
13 years
Median Tenure
0.8 years

People

Marketing Leadership

Caroline Banfield
Caroline Banfield
Head of Marketing
At the company for 10 months

Recent News

Bluespring Wealth Partners adds new crop of executives
Oct 22, 2025 • Citywire
Bluespring Wealth Partners Expands Leadership and Business Development Team
Oct 22, 2025 • citybiz
Bluespring Wealth Partners Strengthens Advisor Network with Ray Olson
Oct 7, 2025 • Business Wire
Deals Of The Day: The Latest In Wealth Management M&A - Bluespring
Sep 12, 2025 • Family Wealth Report
Bluespring Wealth Partners Acquires New Wall Street
Sep 9, 2025 • Business Wire
Bluespring Wealth Partners Onboards $364 Million Firm Halcyon
Jul 26, 2025 • Pulse 2.0
Bluespring Wealth Partners Acquires $364M Dallas-Based Firm
Jul 22, 2025 • Yahoo Finance
Kestra’s Bluespring Buys Texas Affiliate Managing $364-Mln
Jul 22, 2025 • AdvisorHub
Bluespring acquires $364M Kestra affiliate to combine with two existing firms
Jul 22, 2025 • InvestmentNews
Bluespring Wealth Partners Merger Creates $865M AUM Firm
Jul 15, 2025 • Business Wire
M&A roundup: Creative Planning, Bluespring, Atlas announce activity this week
Jul 15, 2025 • InvestmentNews
Bluespring Merges Hickory Asset Management into Ritter Daniher
Jul 15, 2025 • Mergers & Acquisitions
Bluespring Wealth Partners Onboards $1.4 Billion Firm SilverStar
Jun 17, 2025 • Pulse 2.0
Bluespring Wealth Partners Buys Kestra Firm SilverStar
Jun 11, 2025 • Wealth Solutions Report
Bluespring Wealth Partners Acquires New Firm and Executes Merger to Create $1.4B AUM Firm
Jun 10, 2025 • Business Wire
RIA moves: Carson Group, Bluespring announce new acquisitions as consolidation continues
Jun 10, 2025 • InvestmentNews
Bluespring Merges Two Wealth Management Shops in Texas
Jun 10, 2025 • ThinkAdvisor
Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA
Jun 10, 2025 • wealthmanagement.com
Bluespring Wealth Partners Acquires SilverStar
Jun 10, 2025 • citybiz
Three oXYGen Financial Advisors Create ClariVise Private Wealth on Bluespring Platform
May 20, 2025 • wealthmanagement.com
Bluespring Welcomes ClariVise Private Wealth as Newest Partner Firm
May 20, 2025 • Business Wire
RIA acquirer Bluespring welcomes Georgia-based Clarivise Private Wealth
May 20, 2025 • InvestmentNews
Bluespring Hires LPL Exec to Lead RIA Growth Push
Apr 8, 2025 • wealthmanagement.com
Deals & Moves: Wealth Enhancement and Bluespring Get Acquisitive
Mar 28, 2025 • wealthmanagement.com
Bluespring Wealth Partners Acquires $400 Million Charter Capital Management
Mar 25, 2025 • Business Wire
Brookfield-based Charter Capital Management acquired by Texas-based wealth management firm
Mar 25, 2025 • BizTimes Milwaukee
Bluespring Wealth Partners Acquires $400 Million Charter Capital Management
Mar 25, 2025 • citybiz
Canter Steps Down as President of Bluespring
Feb 21, 2025 • Wealth Management
Bluespring Wealth Partners Buys $560 Million Firm Reliant Wealth Planning
Feb 20, 2025 • Pulse 2.0
Deals & Recruiting Roundup: Emigrant, Bluespring, CD&R And More
Feb 18, 2025 • Wealth Solutions Report
Reliant Wealth Planning of Louisville, manager of $560M, acquired by Bluespring
Feb 13, 2025 • Lane Report | Kentucky Business & Economic News
LPL, Bluespring Make RIA Additions
Feb 11, 2025 • wealthmanagement.com
Bluespring, Merit ink new RIA partnerships
Feb 11, 2025 • InvestmentNews
Stone Point acquires wealth management platform Kestra Holdings from Warburg Pincus
Feb 4, 2025 • pehub.com
Kestra Holdings Completes Recapitalization Including Stone Point Capital
Feb 3, 2025 • Yahoo Finance
Bluespring Wealth Partners Wins 2024 WealthManagement.com Industry Award for Best Ownership Transition Offering
Sep 8, 2024 • Business Wire
Bluespring Wealth Partners Buys $1.35 Billion Rodgers & Associates Wealth Advisers
Aug 15, 2024 • Pulse 2.0
Bluespring Wealth Partners Acquires $1.35 Billion Rodgers & Associates Wealth Advisers
Jul 31, 2024 • Business Wire
Bluespring Wealth Partners welcomes $500M as affiliate
Jul 19, 2024 • InvestmentNews