Digital Marketing Lead, Client Engagement Platforms

Responsibilities

• Email Marketing
• Build and execute segmented email campaigns, workflows, and nurture programs within HubSpot
• Leverage personalization, dynamic content, and A/B testing to improve engagement.
• Monitor campaign performance (open rates, CTR, conversions) and continuously optimize.
• Maintain database hygiene, segmentation logic, and lead scoring frameworks.
• Support distribution teams through content delivery and tracking via our sales enablement tool.
• Ensure consistent messaging across all digital and sales touchpoints.
• Develop lifecycle campaigns aligned to advisor and institutional client journeys.
• Website and CMS Management
• Manage website content, landing pages, and campaign microsites using our CMS tools.

Requirements

• Bachelor’s degree required. Must have 8+ years of digital marketing experience, with a strong focus on email marketing, automation, and lifecycle campaign development. Experience within financial services or intermediary/institutional channels preferred.
• Must have hands-on experience building and optimizing campaigns in automation platforms such as HubSpot. Requires working knowledge of CRM systems. Ability to translate business needs into scalable workflows, segmentation, and lead management processes.
• Proven ability to build and manage audience segmentation, personalization strategies, and lead scoring frameworks to enhance engagement and conversion across channels.
• Experience managing and optimizing websites and landing pages using WordPress or similar CMS platforms; understanding of UX/UI best practices, conversion optimization, and content publishing workflows. Visual design skills are a plus.
• Familiarity with tools such as Seismic or similar platforms; ability to align marketing campaigns with sales distribution efforts and ensure seamless content delivery and tracking.
• Strong analytical mindset with experience leveraging tools such as Google Analytics (GA4) and CRM reporting to evaluate campaign performance; ability to derive actionable insights and continuously optimize targeting, messaging, and channel effectiveness.
• Strong organizational skills with the ability to manage multiple campaigns and priorities simultaneously; experience working cross-functionally with marketing, content, creative, and sales teams to deliver integrated campaigns.
• Excellent written and verbal communication skills; ability to present insights and campaign results to stakeholders across varying levels of the organization, including senior leadership.

Preferred

• Visual design skills are a plus.
• Experience within financial services or intermediary/institutional channels preferred.

Benefits

• health and dental care coverage, employer-matched 401k, tuition reimbursement, parental leave and a variety of other benefits that support a healthy work/life balance in a hybrid environment.