Responsibilities

• Demand Generation & Lead Sourcing - Develop and execute integrated lead generation strategies through webinars, partner marketing, go-to-market campaigns, and strategic marketing initiatives.
• - Own webinar strategy from planning through performance, using webinars as a core demand generation channel to drive registrations, conversions, and pipeline growth.
• - Build and execute partner marketing programs that expand reach, generate qualified leads, and strengthen business development efforts.
• - Continuously optimize campaigns using performance data, audience insights, and conversion metrics to maximize business impact.
• Marketing Performance & Attribution - Own marketing attribution, lead tracking, and funnel performance reporting across all communications and demand generation initiatives.
• - Develop dashboards and KPIs that measure campaign effectiveness, pipeline contribution, marketing ROI, and conversion performance.
• - Leverage HubSpot, AI-powered tools, marketing automation, and reporting to improve campaign execution, lead nurturing, operational efficiency, and business results.
• Go-to-Market Communications & Advisor Engagement - Develop and execute go-to-market communication strategies that support new initiatives, product launches, and strategic business priorities.
• - Translate organizational priorities into internal and external communications that drive awareness, adoption, engagement, and retention.
• - Partner with business leaders to develop messaging, launch strategies, and communication plans that accelerate Advisor adoption of key programs, technology, and services.

Requirements

• 5+ years of experience in marketing communications, demand generation, growth marketing, integrated marketing, or a related B2B marketing role.
• Demonstrated success developing and executing lead generation campaigns that drive measurable business results.
• Experience managing webinars, partner marketing, go-to-market campaigns, and marketing attribution.
• Experience supporting executive thought leadership, public relations, or corporate communications.
• B2B, financial services, wealth management, fintech, or professional services experience preferred.
• Strategic marketer with a proven ability to translate business objectives into integrated communications campaigns.
• Strong understanding of demand generation, marketing attribution, lead nurturing, and conversion optimization.
• Excellent communication, project management, and cross-functional collaboration skills.
• Data-driven mindset with a passion for measuring, optimizing, and improving marketing performance.
• Takes ownership, executes with urgency, and thrives in a fast-moving environment.

Benefits

• Health, dental, vision, life, and disability insurance, as well as ancillary benefits like IDShield, LegalShield, and pet insurance. We also offer parental leave.
• Paid Vacation & Holidays: 20 days PTO and 14 holidays.
• Monthly town hall, roundtable calls and training for tech and compliance, regular huddle calls, functional team check-ins, quarterly performance checks.
• Charitable Service Day, 8 hours of paid Charitable Workday time each year.
• Swag and equipment as part of being part of the team.