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

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

• Generous PTO, holidays, and a Charitable Service Day
• Health, dental, vision insurance + RFG Advisory stipend
• Flexible Spending Account (Health and Dependent Care) + HSA for applicable coverage
• Lifestyle Spending Account
• 401(k) with Safe Harbor contribution
• Paid parental leave, short- and long-term disability, life insurance
• Surface Pro + home office setup
• Pet Insurance
• Continuing education and professional development support