What you'll Do:This will be the job description & should always be bullet points
- Own B2B lead generation strategy and performance across Bluespring Wealth Partners, Kestra Financial, Kestra Private Wealth, Arden Trust, and CBS Brokerage.
- Translate B2B business growth objectives into brand-specific lead generation plans, targets, and success metrics.
- Set and manage annual and quarterly commitments for B2B MQLs, opportunities, pipeline value, and ROI in partnership with Sales leadership.
- Ensure B2B lead programs align with each brand's advisor audience, growth model, and sales motion.
- Be accountable for B2B MQL volume, MQL quality, SQL and opportunity creation, and pipeline contribution.
- Define, refine, and enforce B2B MQL criteria and quality standards in close partnership with Sales and Revenue Operations.
- Own Salesforce-based B2B funnel visibility, ensuring accurate lead routing, lifecycle staging, attribution, and reporting.
- Partner closely with B2B sales teams to improve lead handoff, follow-up expectations, feedback loops, and conversion performance.
- Track and report B2B pipeline dollars sourced, conversion rates, cost efficiency, and ROI through Salesforce and related tools.
- Ensure B2B lead generation programs meet or exceed minimum ROI thresholds and cost-per-lead targets.
- Provide strategic direction across B2B email, paid media, events, and integrated campaigns without owning channel execution.
- Lead through influence by partnering with the Lead Generation Coordinator, marketing automation partner, paid media specialist, and creative team.
- Set priorities, briefs, timelines, and performance expectations aligned to B2B sales objectives.
- Use Salesforce and performance data to identify B2B funnel trends, risks, and growth opportunities across brands.
- Establish scalable B2B lead generation standards, governance, and processes that support long-term, multi-brand revenue growth.
What You Bring: - 4-8+ years of experience in lead generation, demand generation, or growth marketing, in B2B or financial services.
- Proven experience owning pipeline outcomes, not just campaign execution.
- Strong understanding of funnel metrics, MQL quality, opportunity conversion, and ROI modeling.
- Experience working through cross-functional execution teams (marketing ops, paid media, creative, vendors).
- Strategic mindset with strong analytical and decision-making skills.
- Comfortable operating in a regulated environment and partnering closely with Compliance.
- Excellent stakeholder management and executive-level communication skills.
- Experience with Salesforce, marketing automation platforms, and performance reporting.
- Bachelor's degree from a four-year accredited college or university required.
- Degree in marketing, business, or a related field preferred
Internal Application Policy:Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
