Marketing Manager

POSITION: Marketing Manager

Location: Westbrook, CT

FLSA Classification: Exempt

At Retirement Income Source SFG, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor.

We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.

The Marketing Manager is responsible for leading, executing, and optimizing the firm’s marketing strategy across digital, social, email, events, and creative initiatives. This role blends strategic oversight with hands-on marketing support to ensure brand consistency, lead generation, campaign performance, and efficient marketing operations across multiple offices.

The ideal candidate is a proactive, organized, and detail-oriented marketing professional with strong communication skills, experience managing multiple priorities, and the ability to move seamlessly between planning and execution. This position partners closely with leadership, Client Relations representatives, and internal and external creative resources to deliver effective, compliant, and measurable marketing programs.

• Lead and coordinate the firm’s overall marketing strategy in support of brand awareness, lead generation, client engagement, and business growth.
• Partner with leadership and key stakeholders on integrated marketing campaigns, branding, and local office marketing initiatives.
• Develop, implement, and monitor social media campaigns, including planning, posting, community monitoring, content coordination, and basic performance reporting.
• Create, manage, and optimize email marketing campaigns, including list management, template development, scheduling, quality assurance, and performance tracking.
• Plan, support, and evaluate seminars, workshops, and event marketing efforts across the company’s offices, including pre-event promotion, onsite support, and post-event follow-up.
• Monitor event and campaign performance, including attendance, lead quality, audience demographics, ROI, and other key marketing metrics.
• Create and maintain marketing SOPs to standardize branding, workflows, and execution across all offices.
• Develop and maintain marketing budgets and support P&L analysis to improve cost efficiency and evaluate return on investment.
• Use Canva and other design tools to create simple marketing deliverables and coordinate larger creative projects with internal or external designers.
• Manage project trackers, timelines, risks, approvals, and deliverables to keep marketing initiatives on schedule.
• Capture content and provide backup support at events, which may include occasional evenings or weekends.
• Collaborate with a marketing assistant, Client Relations team members, leadership, and a sister company in Fort Lauderdale for additional marketing support.
• Support website updates, last-minute executive requests, project coordination, and other marketing-related assignments as needed.
• Ensure print and promotional materials follow required approval and compliance processes.
• Travel to offices, events, conferences, and satellite locations as needed, approximately 2–5 days per month.

Background and Education:

• Minimum of 6 years of marketing experience.
• Experience in marketing strategy, campaign execution, digital marketing, event marketing, or brand marketing.
• Strong written and verbal communication skills with excellent proofreading, organization, and follow-through.
• Ability to manage multiple deadlines and priorities in a fast-paced, collaborative environment.
• Demonstrated ability to analyze data, track results, and adjust marketing efforts based on performance.
• Experience working in a corporate or professional environment with cross-functional collaboration

Preferred Qualifications:

• Bachelor’s degree in Marketing or a related field.
• Experience in financial services or another professional services environment.
• Experience creating SOPs, reporting templates, or process documentation.
• Familiarity with photography, basic videography, or event content capture.

Technology Expertise:

• iContact, Adobe Suite, Canva, FSS
• Microsoft Office / Microsoft-based tools
• Familiarity with CRM or marketing automation tools such as HubSpot or Mailchimp

Basic project management tools and reporting systems

Physical & Work Environment Requirements

• Ability to work for extended periods at a desk using a computer.
• Ability to lift up to 10 pounds if/when necessary.
• Routine use of telephone and email.
• Office-based role with potential travel to conferences, events, and satellite offices as needed.

We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:

• 100% employer-covered medical benefits and HRA account
• Dental & vision plans
• Short and long-term disability insurance
• PTO 10 NYSE company holidays per year
• 401K with company match program
• Free onsite parking
• Company-provided laptop and required technology