Responsibilities

• Own the end-to-end IBD and RIA prospect funnel, including lead generation, pipeline growth, conversion performance, and ROI.
• Develop and execute multi-channel marketing strategies across paid media, content, events, partnerships, and email campaigns
• Create targeted segmentation, messaging, lead scoring, qualification, and nurture programs that improve lead quality and conversion
• Monitor funnel performance, conversion metrics, pipeline health, and campaign effectiveness; identify and resolve performance gaps
• Partner closely with Sales, Recruiting, Product, Legal, Compliance, Marketing, and Analytics teams to align strategy, messaging, forecasting, and lead generation priorities
• Build repeatable processes for lead nurturing, sales handoff, and prospect engagement to improve efficiency and results
• Leverage Salesforce, Marketing Cloud, Tableau, and other analytics tools to drive reporting, attribution, forecasting, and ROI measurement
• Manage marketing budgets, resource allocation, and campaign execution with a focus on compliance, brand standards, speed, and measurable business impact
• Serve as the primary marketing partner to Recruiting and Sales leadership, maintaining strong relationships and ensuring alignment on pipeline, lead quality, and conversion goals
• Build, coach, and develop a high-performing team while fostering a culture of accountability, experimentation, data-driven decision-making, and continuous optimization

Requirements

• Bachelor’s degree required; advanced degree preferred
• 8+ years of progressively senior experience in marketing, preferably in securities, brokerage, fintech, wealth management, or financial services with team management experience
• Demonstrated leadership in growth marketing, performance media, lifecycle marketing, and analytics
• Experience with Salesforce, Marketing Cloud, Customer Data Platforms, and analytics dashboards, like Tableau
• Proven ability to lead complex initiatives, influence senior stakeholders, and shape long-term business strategy
• Strong problem-solving skills with the ability to create clarity in ambiguous environments and mature underdeveloped processes
• Executive-level communication skills with the ability to simplify complex ideas
• High‑judgment operator capable of balancing strategic thinking and team management with hands-on execution
• Deep understanding of compliance-driven industries and experience partnering with legal and regulatory stakeholders

Benefits

• Medical, Dental, Vision, and Life Insurance
• Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
• HSA or FSA account and other voluntary benefits
• 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
• Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading