Marketing Manager

HBKS Wealth Advisors; Conshohocken (Montgomery County); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation

Open paid-time-off policy

401(k) with company match and profit分享

Medical, dental, and vision insurance

Company paid life insurance

Disability insurance

Paid holidays

Job summary

HBKS Wealth Advisors seeks a Senior Marketing Manager to serve as the dedicated marketing partner for HBKS Wealth Management. This role blends strategic planning with hands-on execution, embedding within HBKS teams while leveraging corporate resources to drive lead generation, client engagement, and revenue growth.

The ideal candidate has 7–10 years in marketing, with wealth management experience and a strong track record of ROI-driven campaigns, plus proficiency in HubSpot and analytics.

Qualifications

• 7–10 years of marketing experience with demonstrated results in lead generation and growth.
• Wealth management or financial advisory marketing experience required with deep understanding of HNW client acquisition.

Responsibilities

• Develop and execute integrated digital marketing campaigns to generate qualified leads and drive AUM growth.
• Partner with advisor marketing and business development to support growth initiatives and recruitment marketing.
• Create wealth management content including blogs, articles, and newsletters; manage editorial calendar.
• Plan and execute client appreciation events, seminars, and webinars; optimize client journeys.
• Establish KPIs, provide monthly reporting on campaigns, and perform marketing attribution.

Skills

Lead generation

Wealth management marketing

Digital marketing

HubSpot

SEO/SEM

Paid advertising

Social media

Email marketing

Data analysis

Content creation

Education

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

Tools

HubSpot

Google Analytics

Microsoft Office

Job description

HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets under management. 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. As an industry leader and innovator, HBKS is investing in resources and technology to ensure long-term growth.Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our people choose their own career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we’ve made something happen for our clients. If you want a career that is all about helping people, you’re the kind of person we’re looking for. Please read on to discover if you could see yourself joining the HBKS Wealth Advisor Family.Position OverviewWe'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.RESPONSIBILITIESDigital Marketing & Lead Generation (40%)Develop and execute integrated digital marketing campaigns to generate qualified leads and drive AUM growthDemonstrated track record of generating qualified leads with measurable conversion rates and cost-per-acquisition metrics in wealth management or financial servicesManage SEO/SEM strategies, paid advertising, and digital media campaignsOptimize website content, landing pages, and conversion funnels for lead captureImplement marketing automation and email nurture campaigns through HubSpotTrack and analyze digital performance metrics, providing actionable insights and recommendationsExecute social media strategies for firm and advisor personal brandingDevelop and manage seminar and webinar marketing programsAdvisor Support & Business Development (30%)Partner with HBKS Business Development Director Mike Baldovski on growth initiativesSupport individual advisor marketing and practice management needsCreate advisor marketing toolkits, templates, and resourcesDevelop and execute prospect engagement campaignsManage client referral programs and COI (Centers of Influence) marketingSupport advisor recruitment marketing initiativesCoordinate with HBKS leadership on strategic marketing prioritiesContent & Thought Leadership (15%)Develop wealth management content including blogs, articles, client communications, and newslettersCreate thought leadership content positioning HBKS advisors as industry expertsManage editorial calendar aligned with business development prioritiesProduce client-facing materials and presentationsCoordinate with corporate creative team on high-quality asset developmentClient Experience & Events (10%)Plan and execute client appreciation events and prospect engagement activitiesManage seminar and webinar logistics and promotionDevelop client communication strategies and campaignsSupport client retention and satisfaction initiativesCreate memorable touchpoints throughout the client journeyPerformance Tracking & Reporting (5%)Establish and monitor key performance indicators (KPIs) for marketing initiativesProvide monthly reporting on lead generation, campaign performance, and ROIConduct regular pipeline analysis and marketing attributionPresent quarterly business reviews to HBKS leadershipContinuously optimize strategies based on data and resultsQUALIFICATIONSExperience & Background7-10 years of marketing experience with demonstrated results in lead generation and growthWealth management or financial advisory marketing experience required - must demonstrate deep understanding of high-net-worth (HNW) client acquisition, advisor marketing, and wealth management business modelsProven track record of successful digital marketing campaigns and measurable ROI in financial servicesExperience with marketing automation platforms required (HubSpot strongly preferred)Strong project management skills with ability to manage multiple priorities simultaneouslyTechnical SkillsDigital marketing expertise: SEO/SEM, paid advertising (Google Ads, LinkedIn), social media marketing, email marketing, with proven lead generation resultsMarketing automation: HubSpot or equivalent platform required (Marketo, Pardot, etc.) - HubSpot experience strongly preferredAnalytics and reporting: Google Analytics, marketing attribution, data analysis, and performance optimization with demonstrated ability to improve conversion ratesContent creation: Strong writing and storytelling skills for wealth management audiencesMicrosoft Office Suite proficiency (PowerPoint, Excel for reporting)Personal AttributesSelf-starter with entrepreneurial mindset: Able to work independently, identify opportunities, and drive initiatives without constant directionStrategic thinker with tactical execution skills: Can develop strategy AND roll up sleeves to executeCollaborative partner: Builds strong relationships across teams and with senior leadershipResults-driven: Focused on measurable outcomes and business impactAdaptable and agile: Thrives in fast-paced environment with changing prioritiesDetail-oriented: High standards for quality and accuracyClient-centric: Understands wealth management client expectations and delivers exceptional experiencesPreferred QualificationsBachelor's degree in Marketing, Business, Communications, or related fieldCFP designation or working toward certification (nice to have)Experience with wealth management compliance and regulatory considerationsBackground supporting financial advisors or high-net-worth client marketingFamiliarity with ClearlyRated or other client satisfaction measurement toolsEvent planning and execution experienceAgency or multi-brand marketing experienceWhy Join HBKS?Professional GrowthDirect access to executive leadership (CEO, COO, CMO)Opportunity to shape marketing strategy for a growing wealth management firmCareer path potential as HBKS continues to expandProfessional development and continuing education supportCollaborative CultureWork embedded with passionate, growth-oriented HBKS teamAccess to full corporate marketing resources and specialized expertiseSupportive, team-first environment that values innovationImpact & AutonomyOwn the marketing function for a $7.2B AUM firmSee direct impact of your work on business growthStrategic role with decision-making authorityTrusted partner to leadership teamsBENEFITS WE OFFER:Salary Range: $95,000-$130,000/year + Annual BonusThe 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…HBKS provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.Please see the Below link for Benefit details:HBKS Benefits