Responsibilities

• Leads performance analysis and optimization
• Analyzes program, partner, and field performance data to identify trends, inform strategy, and implement improvements that increase efficiency and return on investment.
• Partners with cross-functional stakeholders
• Collaborates with marketing, sales, field leadership, and external partners to align program execution, ensure business needs are met, and optimize end-to-end lead and conversion strategies.
• Oversees lead distribution strategy and tools
• Defines and manages lead distribution approach, business rules, and supporting tools to ensure leads are routed effectively and aligned to advisor capacity, capability, and customer needs.
• Owns assigned channels and programs
• Leads strategy, content direction, and performance of assigned marketing programs or channels (e.g., advisor-facing content, campaigns, or owned media) to support demand generation and engagement goals.

Requirements

• 5+ years of experience in marketing, demand generation, sales enablement, or related field with demonstrated ownership of program performance.
• Analytical capability: Ability to interpret performance data, generate insights, and translate findings into actionable business recommendations.
• Strategic thinking: Demonstrated ability to develop and execute strategies that align to business objectives and drive measurable outcomes.
• Cross-functional collaboration: Proven ability to influence and partner across teams to deliver results in a matrixed environment.
• Program management: Experience managing multiple initiatives, priorities, and stakeholders with strong execution discipline.
• Applicants for this position must not now, nor at any point in the future, require sponsorship for employment

Nice to Have

• Experience with Managing and running Lead Generation.
• Excellent communication skills.
• Salesforce background experience.

Benefits

• Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.