Marketing Communications Strategist
Demand Generation & Lead Sourcing
Develop and execute integrated lead generation strategies through webinars, partner marketing, go-to-market campaigns, and strategic marketing initiatives.
Own webinar strategy from planning through performance, using webinars as a core demand generation channel to drive registrations, conversions, and pipeline growth.
Build and execute partner marketing programs that expand reach, generate qualified leads, and strengthen business development efforts.
Continuously optimize campaigns using performance data, audience insights, and conversion metrics to maximize business impact.
Marketing Performance & Attribution
Own marketing attribution, lead tracking, and funnel performance reporting across all communications and demand generation initiatives.
Develop dashboards and KPIs that measure campaign effectiveness, pipeline contribution, marketing ROI, and conversion performance.
Leverage HubSpot, AI-powered tools, marketing automation, and reporting to improve campaign execution, lead nurturing, operational efficiency, and business results.
Go-to-Market Communications & Advisor Engagement
Develop and execute go-to-market communication strategies that support new initiatives, product launches, and strategic business priorities.
Translate organizational priorities into internal and external communications that drive awareness, adoption, engagement, and retention.
Partner with business leaders to develop messaging, launch strategies, and communication plans that accelerate Advisor adoption of key programs, technology, and services.
Brand Visibility & Public Relations
Develop and execute strategies that strengthen RFG's market presence through awards, executive thought leadership, public relations, and strategic partnerships.
Partner with RFG's public relations agency to execute media strategies, press releases, executive interviews, award announcements, and corporate storytelling.
Own firm and Advisor awards strategy, including annual planning, nominations, submissions, and recognition campaigns that increase industry visibility and brand credibility.
Maintain key firm statistics, website content, corporate messaging, and marketing collateral to ensure brand consistency and accurate, up-to-date information across all channels.
Identify and execute opportunities to amplify executive thought leadership through speaking engagements, media opportunities, strategic partnerships, and earned media.
Requirements
- Experience 5+ years of experience in marketing communications, demand generation, growth marketing, integrated marketing, or a related B2B marketing role.
- Demonstrated success developing and executing lead generation campaigns that drive measurable business results.
- Experience managing webinars, partner marketing, go-to-market campaigns, and marketing attribution.
- Experience supporting executive thought leadership, public relations, or corporate communications.
- B2B, financial services, wealth management, fintech, or professional services experience preferred.
Skills & Competencies
- Strategic marketer with a proven ability to translate business objectives into integrated communications campaigns.
- Strong understanding of demand generation, marketing attribution, lead nurturing, and conversion optimization.
- Excellent communication, project management, and cross-functional collaboration skills.
- Data-driven mindset with a passion for measuring, optimizing, and improving marketing performance.
- Takes ownership, executes with urgency, and thrives in a fast-moving environment.
Technology & Tools
- Advanced experience with HubSpot, including CRM, Marketing Hub, automation, workflows, attribution reporting, and campaign analytics.
- Experience with webinar platforms, marketing automation, and digital marketing tools.
- Proficiency with AI tools such as ChatGPT and Claude to improve productivity, campaign execution, and workflow efficiency.
Education
Bachelor's degree in Marketing, Communications, Business, or a related field; or equivalent professional experience.
Company
RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution. We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day. If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you.
www.RFGadvisory.com/awards
Pay
Salary: $75,000-$80,000
Competitive salary + bonus pool
Generous PTO, holidays, and a Charitable Service Day
Health, dental, vision insurance + RFG Advisory stipend
Flexible Spending Account (Health and Dependent Care) + HSA for applicable coverage
Lifestyle Spending Account
401(k) with Safe Harbor contribution
Paid parental leave, short- and long-term disability, life insurance
Surface Pro + home office setup
Pet Insurance
Continuing education and professional development support