Responsibilities

• Assess and audit marketing programs for newly acquired partner firms to identify gaps, opportunities, and priority focus areas
• Lead foundational marketing work for partner firms, including defining target markets, personas, and unique value propositions
• Develop clear marketing strategies and recommended channel mixes aligned to firm positioning and growth goals
• Manage and coordinate external agencies and consultants executing paid search, SEO, and related digital programs
• Oversee content and website strategy, including editorial planning and coordination with content partners
• Track, analyze, and report on marketing performance using HubSpot and related tools; translate insights into strategy adjustments
• Partner with sales teams to evaluate lead quality and incorporate feedback into ongoing marketing strategy
• Ensure all marketing programs adhere to SEC and regulatory compliance standards

Requirements

• 5+ years of B2C marketing experience, with exposure to digital and performance marketing programs
• Working knowledge of paid search, SEO, content marketing, email marketing, and web best practices
• Familiarity with HubSpot, Salesforce, or related CRM/marketing platforms
• Strong analytical skills with the ability to connect marketing performance to business outcomes

Preferred

Benefits

• Medical, Dental, and Vision Insurance
• Health Savings Account (HSA) with employer contributions
• Commuter Benefits
• 401(k) Plan with a 4% employer match
• Unlimited Paid Time Off (PTO)
• Life Insurance Coverage