Job Description

Marketing & Digital Strategy Manager needed to lead and execute the firm's marketing initiatives within their broker-dealer and Registered Investment Adviser (RIA).

This role is responsible for strengthening the firm's brand and market presence through digital marketing, SEO, website management, content, social media, lead generation, marketing automation, communications, and events. The position will also support advisor recruiting, business development, and marketing initiatives for affiliated financial advisors.

The ideal candidate is a creative, results-driven marketer who can balance strategy with hands-on execution in a regulated financial-services environment. They are a well-rounded marketer with strong digital expertise who enjoys both developing ideas and bringing them to life. This individual will take ownership of marketing initiatives across the firm and continually look for opportunities to increase brand awareness, digital visibility, lead generation, advisor recruiting effectiveness, and overall market presence.

Position is 5 days in the office, M-F

Salary: $115k - $130k DOE

JOB DUTIES:

Marketing & Brand Strategy

• Develop and execute marketing strategies that support the firm's growth objectives.
• Manage and strengthen the firm's brand, messaging, and overall market presence.
• Develop marketing campaigns and materials for corporate, recruiting, business development, and advisor initiatives.
• Create presentations, collateral, communications, and other marketing deliverables.
• Manage external marketing and creative vendors.

Digital Marketing, Website & SEO

• Manage the firm's website, including content, performance, and ongoing enhancements.
• Develop and execute SEO strategies to increase organic search visibility and qualified website traffic.
• Manage digital marketing campaigns, landing pages, email marketing, and social media.
• Monitor website traffic, SEO performance, engagement, conversions, and other key digital metrics.
• Identify new digital strategies and technologies to enhance the firm's online presence.

Lead Generation & Marketing Technology

• Develop inbound and outbound campaigns to support lead generation and firm growth.
• Manage
• HubSpot or similar CRM/marketing automation platforms, including campaigns, workflows, email marketing, lead tracking, and reporting.
• Partner with Business Development and Recruiting on campaigns designed to attract and nurture prospective advisors and other target audiences.
• Track marketing results and provide performance reporting to leadership.

Content, Communications & Advisor Support

• Develop website content, thought leadership, newsletters, social media, presentations, email campaigns, and other communications.
• Maintain a consistent corporate voice and brand across marketing channels.
• Develop recruiting materials and campaigns that communicate the firm's value proposition.
• Create scalable marketing resources, templates, and programs for affiliated financial advisors.
• Assist advisors with approved marketing materials and practice-marketing initiatives as appropriate.

Events & Conferences

• Plan and execute firm conferences, industry events, recruiting events, sponsorships, webinars, andother marketing activities.
• Coordinate event communications, branding, promotional materials, presentations, and vendors.
• Attend industry conferences, advisor events, and firm meetings as needed.

Compliance & Regulatory Coordination

• Partner with Compliance to ensure marketing and advertising activities comply with applicable
• SEC, FINRA, and firm requirements.
• Coordinate the review and approval of corporate and advisor marketing materials.
• Maintain appropriate documentation and processes related to marketing approvals.
• Understand regulatory considerations related to websites, social media, advertising, testimonials and endorsements, and other financial-services communications.

Qualifications

• Bachelor's degree in marketing, Communications, Business, or a related field preferred.
• 3+ years of marketing experience, preferably within financial services, wealth management, a broker-dealer, RIA, asset management, or another regulated industry.
• Strong knowledge of digital marketing, SEO, website management, social media, email marketing, content development, and lead generation.
• Experience with HubSpot or similar CRM and marketing automation platforms preferred.
• Familiarity with FINRA and SEC marketing/advertising requirements is a plus.
• Excellent writing, communication, presentation, and project-management skills.
• Strong analytical skills with the ability to measure marketing performance and identify opportunities for improvement.
• Highly organized, creative, collaborative, and results oriented.
• Ability to manage multiple projects and work effectively with leadership, Compliance, Business Development, Recruiting, financial advisors, and external vendors.