Marketing Lead

Position Summary

The Marketing Lead will play a critical role in scaling Ceres Life's marketing capabilities by driving the execution of high-quality, compliance-ready marketing campaigns, digital experiences, and advisor communications.

Key Responsibilities

• Develop and execute integrated marketing campaigns supporting advisor acquisition, brand awareness, and business growth.

• Produce high-quality, on-brand, compliance-approved marketing collateral from concept through final delivery, including brochures, presentations, one-pagers, sales materials, event collateral, digital assets, and advisor communications.

• Partner with Compliance to ensure all marketing materials meet regulatory requirements.

• Manage multiple projects simultaneously while meeting aggressive deadlines.

• Own and optimize HubSpot marketing automation across email campaigns, drip and lifecycle marketing, landing pages, forms, list segmentation, and campaign reporting.

• Build and maintain an in-house digital marketing engine, reducing reliance on external agencies.

• Develop automated marketing workflows that improve advisor engagement and lead nurturing.

• Manage website production including new page creation, content updates, SEO optimization, video library management, and ongoing maintenance.

• Continuously improve website performance, user experience, and search visibility.

• Coordinate with internal stakeholders and vendors on website enhancements.

• Produce compelling content across multiple channels including social media, email marketing, website, video, and sales enablement materials.

• Support thought leadership initiatives and executive communications.

• Maintain brand consistency across all customer and advisor touchpoints.

• Develop KPI dashboards using HubSpot and other marketing platforms.

• Track campaign effectiveness, engagement metrics, conversion rates, and ROI.

• Analyze marketing data to recommend optimization opportunities.

• Present insights and recommendations to marketing leadership.

• Leverage AI tools to improve content creation, campaign production, personalization, and operational efficiency.

• Evaluate emerging marketing technologies that improve productivity and customer engagement.

• Help establish scalable marketing processes that support rapid company growth.

Qualifications

• Bachelor's degree in Marketing, Communications, Digital Marketing, Business, or related field.

• 6–8+ years of progressive marketing experience in financial services, insurance, wealth management, fintech, or other regulated industries.

• Strong experience managing integrated marketing campaigns from strategy through execution.

• Hands-on experience with HubSpot Marketing Hub.

• Experience with email marketing, marketing automation, CRM integration, and campaign analytics.

• Experience managing websites using CMS platforms and implementing SEO best practices.

• Strong project management and organizational skills with the ability to manage multiple priorities.

• Excellent written, verbal, and visual communication skills.

• Experience working with compliance and regulatory review processes.

Preferred Experience

• Supporting insurance, annuities, retirement services, asset management, banking, or wealth management organizations.

• Experience with Adobe Creative Suite, Canva, Figma, or similar creative tools.

• Familiarity with Google Analytics, Google Tag Manager, and marketing dashboards.

• Experience producing video content and digital multimedia assets.

• Knowledge of AI-powered marketing tools for content creation, automation, and campaign optimization.