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
  
  

Why Join HBKS?

Professional Growth

• Direct access to executive leadership (CEO, COO, CMO)
• Opportunity to shape marketing strategy for a growing wealth management firm
• Career path potential as HBKS continues to expand
• Professional development and continuing education support
  
  

Collaborative Culture

• Work embedded with passionate, growth-oriented HBKS team
• Access to full corporate marketing resources and specialized expertise
• Supportive, team-first environment that values innovation
  
  

Impact & Autonomy

• Own the marketing function for a $7.2B AUM firm
• See direct impact of your work on business growth
• Strategic role with decision-making authority
• Trusted partner to leadership teams
  
  

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…
  
  

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