Marketing Manager
HBKS Wealth Advisors · Conshohocken, PA · 3 days ago
Marketing$95k–$130k/yrFull-time
Responsibilities
- 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
- Partner with HBKS Business Development Director Mike Baldovski on growth initiatives
- Create advisor marketing toolkits, templates, and resources
- Manage client referral programs and COI (Centers of Influence) marketing
- Support advisor recruitment marketing initiatives
- Career path potential as HBKS continues to expand
Content & Thought Leadership
- 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
Client Experience & Events
- 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
- 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