Marketing Manager

Position Overview 

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. 

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 

Performance Tracking & Reporting (5%) 

• Establish and monitor key performance indicators (KPIs) for marketing initiatives 

• Provide monthly reporting on lead generation, campaign performance, and ROI 

• Conduct regular pipeline analysis and marketing attribution 

• Present quarterly business reviews to HBKS leadership 

• Continuously optimize strategies based on data and results 

QUALIFICATIONS

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 

• Content creation: Strong writing and storytelling skills for wealth management audiences 

• Microsoft Office Suite proficiency (PowerPoint, Excel for reporting) 

Personal Attributes 

• Self-starter with entrepreneurial mindset: Able to work independently, identify opportunities, and drive initiatives without constant direction 

• Strategic thinker with tactical execution skills: Can develop strategy AND roll up sleeves to execute 

• Collaborative partner: Builds strong relationships across teams and with senior leadership 

• Results-driven: Focused on measurable outcomes and business impact 

• Adaptable and agile: Thrives in fast-paced environment with changing priorities 

• Detail-oriented: High standards for quality and accuracy 

• Client-centric: Understands wealth management client expectations and delivers exceptional experiences 

Preferred Qualifications 

• 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 

Why Join HBKS? 

Professional Growth 

• Direct access to executive leadership (CEO, COO, CMO) 

• Opportunity to shape marketing strategy for a growing wealth management firm 

• Career path potential as HBKS continues to expand 

• Professional development and continuing education support 

Collaborative Culture 

• Work embedded with passionate, growth-oriented HBKS team 

• Access to full corporate marketing resources and specialized expertise 

• Supportive, team-first environment that values innovation 

Impact & Autonomy 

• Own the marketing function for a $7.2B AUM firm 

• See direct impact of your work on business growth 

• Strategic role with decision-making authority 

• Trusted partner to leadership teams