HBK CPA

Marketing Manager

New Jersey, USA (Hybrid)

$95K/yr – $130K/yrSenior Level7+ years expFull time

Posted 2 months ago

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Job Summary

Own the end-to-end wealth-marketing engine, driving qualified lead generation and AUM growth through integrated digital campaigns, high-impact advisor marketing, and content-led thought leadership.

  • Growth & Demand Gen: Orchestrate digital campaigns, landing pages, and nurture streams to optimize conversion and ROI.
  • Advisor Enablement: Create marketer tooling, templates, and playbooks to scale advisor-driven demand and referrals.
  • Content & Thought Leadership: Produce blogs, client communications, and presentations that position HBKS as an industry authority while aligning with BD priorities.

Job Description

Responsibilities

  • Develop and execute integrated digital marketing campaigns to generate qualified leads and drive AUM growth
  • Demonstrated track record of generating qualified leads with measurable conversion rates and cost-per-acquisition metrics in wealth management or financial services
  • Manage SEO/SEM strategies, paid advertising, and digital media campaigns
  • Optimize website content, landing pages, and conversion funnels for lead capture
  • Implement marketing automation and email nurture campaigns through HubSpot
  • Track and analyze digital performance metrics, providing actionable insights and recommendations
  • Execute social media strategies for firm and advisor personal branding
  • Develop and manage seminar and webinar marketing programs
  • Partner with HBKS Business Development Director Mike Baldovski on growth initiatives
  • Support individual advisor marketing and practice management needs

Requirements

  • 7-10 years of marketing experience with demonstrated results in lead generation and growth
  • Wealth management or financial advisory marketing experience required - must demonstrate deep understanding of high-net-worth (HNW) client acquisition, advisor marketing, and wealth management business models
  • Proven track record of successful digital marketing campaigns and measurable ROI in financial services
  • Experience with marketing automation platforms required (HubSpot strongly preferred)
  • Strong project management skills with ability to manage multiple priorities simultaneously
  • Digital marketing expertise: SEO/SEM, paid advertising (Google Ads, LinkedIn), social media marketing, email marketing, with proven lead generation results
  • Marketing automation: HubSpot or equivalent platform required (Marketo, Pardot, etc.) - HubSpot experience strongly preferred
  • Analytics and reporting: Google Analytics, marketing attribution, data analysis, and performance optimization with demonstrated ability to improve conversion rates
  • Content creation: Strong writing and storytelling skills for wealth management audiences
  • Microsoft Office Suite proficiency (PowerPoint, Excel for reporting)

Preferred

  • Bachelor's degree in Marketing, Business, Communications, or related field
  • CFP designation or working toward certification (nice to have)
  • Experience with wealth management compliance and regulatory considerations
  • Background supporting financial advisors or high-net-worth client marketing
  • Familiarity with ClearlyRated or other client satisfaction measurement tools
  • Event planning and execution experience
  • Agency or multi-brand marketing experience

Benefits

  • Salary Range: $95,000-$130,000/year + Annual Bonus
  • Competitive Compensation.
  • Lucrative New Business & Employee Referral Bonuses.
  • Open Paid-time-off Policy.
  • We provide a flexible work environment to offer work/life balance.
  • 401(k) plan with company match and profit sharing.
  • Medical, dental, and vision insurance.
  • Company Paid Life Insurance.
  • Affordable Short- & Long-Term Disability Insurance.
  • Affordable Accidental and Critical Illness Insurance.