Description:
We're seeking a results-oriented Senior Marketing Manager to serve as the dedicated marketing partner for HBKS Wealth Management. This role combines strategic thinking with hands-on execution, working embedded within the HBKS team while leveraging corporate marketing resources to drive lead generation, client engagement, and revenue growth.
This is a unique opportunity to shape marketing strategy for a rapidly growing wealth management firm, work directly with executive leadership, and make an immediate, measurable impact on business results.
Key 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%)
- Partner with HBKS Business Development Director Mike Baldovski on growth initiatives
- Support individual advisor marketing and practice management needs
- Create advisor marketing toolkits, templates, and resources
- Develop and execute prospect engagement campaigns
- Manage client referral programs and COI (Centers of Influence) marketing
- Support advisor recruitment marketing initiatives
- Coordinate with HBKS leadership on strategic marketing priorities
Content & Thought Leadership (15%)
- Develop wealth management content including blogs, articles, client communications, and newsletters
- Create thought leadership content positioning HBKS advisors as industry experts
- Manage editorial calendar aligned with business development priorities
- Produce client-facing materials and presentations
- Coordinate with corporate creative team on high-quality asset development
Client Experience & Events (10%)
- Plan and execute client appreciation events and prospect engagement activities
- Manage seminar and webinar logistics and promotion
- Develop client communication strategies and campaigns
- Support client retention and satisfaction initiatives
- Create memorable touchpoints throughout the client journey