Responsibilities

• Own revenue accountability for the RPAG marketing motion, including new advisor acquisition, member engagement, cross-sell/upsell, and expansion revenue targets
• Drive full-funnel marketing for RPAG advisor acquisition from awareness through closed booking; targeting net-new advisors through the advisor channel
• Build and maintain RPAG member engagement programs, including systematized touchpoint cadences (content, events, community, check-ins) targeting 2+ touchpoints per quarter per member
• Lead RPAG cross-sell and upsell efforts, including CIT cross-sell attach rate measurement and campaign execution
• Own growth marketing and CRO for RPAG: experimentation, funnel optimization, A/B testing, and conversion rate improvement across all RPAG touchpoints
• Jointly own marketing operations and martech infrastructure with the Demand Gen function, including Salesforce, HubSpot, lead routing, automation, data hygiene, and attribution
• Coordinate the advisor channel jointly with Demand Gen to ensure RPAG and Great Gray Trust Company motions complement rather than conflict on shared advisor audiences
• Develop and maintain the RPAG funnel architecture: MQE qualification criteria, lead scoring, nurture sequences, and handoff protocols
• Build and maintain a pipeline analytics program with clear sourced vs. influenced attribution, validated quarterly
• Brief Content on RPAG-specific production needs and Brand/Design on campaign creative and member engagement assets

Requirements

• Bachelor's degree required; advanced degree a plus
• 10+ years of growth marketing experience with full-funnel accountability, ideally in a SaaS, high-velocity, B2C, marketplace or subscription-based platform environment
• Revenue target ownership experience: comfort owning a revenue contribution number, not solely a lead volume goal
• Structured experimentation mindset: demonstrated track record of testing, measuring, and iterating on acquisition and engagement funnels
• CRM and marketing automation proficiency: Salesforce and Pardot/Account Engagement experience required
• Experience building and maintaining member or customer marketing programs that drive retention and expansion revenue, not just new acquisition
• Analytical rigor: ability to build and maintain a pipeline analytics program, conduct attribution analysis, and make data-driven resource allocation decisions
• Financial services or retirement industry knowledge preferred; strong growth marketing fundamentals are the primary requirement
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
• Comfortable navigating ambiguity

Preferred

• Experience supporting a direct-to-consumer website, marketplace, or subscription platform is strongly preferred.

Benefits

• We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are: · Be an integral part of a high-growth organization! · Competitive compensation package · Group medical, dental and vision insurance · Employer-paid life and disability insurance · Annual well-being stipend · Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement