Marketing Manager

SUMMARY

HBKS Wealth Management is a leading wealth advisory firm with $7.2 billion in assets under management and $48 million in revenue. As part of the HBK family of companies-which includes HBK CPAs & Consultants, Vertilocity, and HBKVG-we provide comprehensive financial planning, investment management, and wealth advisory services to high-net-worth individuals, families, and businesses. We're committed to delivering exceptional client experiences and driving measurable growth through strategic, data-driven marketing.

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

BENEFITS WE OFFER:

• Salary Range: $95,000-$130,000/year + Annual Bonus

The compensation information is a good faith estimate only. It is based on what a successful applicant might be paid in accordance with applicable state laws. The actual base salary a successful candidate will be offered within this range will vary based on factors relevant to the position, as well as geography of the selected candidate.

• Competitive Compensation.

• Lucrative New Business & Employee Referral Bonuses.

• Open Paid-time-off Policy.

• We provide a flexible work environment to offer work/life balance.

• 401(k) plan with company match and profit sharing.

• Medical, dental, and vision insurance.

• Company Paid Life Insurance.

• Affordable Short- & Long-Term Disability Insurance.

• Affordable Accidental and Critical Illness Insurance.

• 10.5 Paid holidays.

• Disability Insurance.

• Annual Performance Reviews.

• And Much More...