Responsibilities

• Digital Marketing & Lead Generation (40%)
• 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
• Advisor Support & Business Development (30%)

Requirements

• Experience & Background
• 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
• Technical Skills
• 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

Preferred

• 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
• The compensation information is a good faith estimate only. It is based on what a successful applicant might be paid in accordance with applicable state laws. The actual base salary a successful candidate will be offered within this range will vary based on factors relevant to the position, as well as geography of the selected candidate.
• 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.