Marketing Specialist

RFG Advisory is redefining Advisor marketing, and we’re looking for a data-driven digital marketer who can help us elevate how our Advisors grow.

This role is built for someone who thrives at the intersection of analytics and action, someone with multi-channel marketing expertise and technical capability who can confidently implement tailored strategies for growth. You’ll work alongside our talented team and vendor partners to help Advisors build their businesses without compromise.

We’re looking for a self-motivated, curious professional who excels in execution, thrives in dynamic environments, and is passionate about iterating processes. RFG is on a strong growth trajectory, and we’re excited to welcome a new member to our expanding team.

Please note: Prior experience in financial services or a regulated industry is preferred.

Location

This role can be in our Birmingham office or remote.

• If in Birmingham, AL, our office works a hybrid schedule (3 days in-office, 2 remote).
• If remote, occasional travel to Birmingham will be required including onboarding.
  
  

What You’ll Do

Advisor Growth Partnership

• Collaborate with Advisors to translate business goals into growth strategies through proactive planning, strategic support, and service implementation.
• Recommend data-backed marketing approaches tailored to Advisor audiences.
• Serve as a trusted resource on automation, campaign performance, and digital best practices.
• Help Advisors understand not just what happened, but why.
  
  

Cross-Functional Collaboration

• Work closely with design, content, compliance, and web/development teams to enhance digital experiences.
• Operate in a sprint-based or structured workflow environment to manage projects effectively.
• Continuously refine internal marketing systems and processes.
  
  

Digital Strategy & Optimization

• Partner with internal teams to create landing pages, digital journeys, and enhance user experience.
• Analyze Advisor marketing performance across email, web, and digital campaigns using GA4, HubSpot, FMG, and reporting tools.
• Identify opportunities to improve conversion rates, engagement, and Advisor growth through testing and optimization.
  
  

Marketing Automation & Campaign Architecture

• Design and optimize automated marketing workflows (email journeys, nurture sequences, segmentation strategies).
• Lead A/B testing initiatives across subject lines, content, and landing experiences.
• Work closely with internal and external stakeholders improve list hygiene, segmentation logic, and campaign structure to maximize engagement.
• Support CRM and marketing platform optimization to improve efficiency and scalability.
  
  

Why RFG

At RFG, we believe marketing should be both inspired and organized. You’ll join a collaborative, high-energy team where your ability to manage details, drive projects forward, and build relationships makes a visible difference every day.

You’ll work alongside creative thinkers, strategic leaders, and advisors who are growing their businesses with your help.

Company

About RFG Advisory

RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution.

We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day.

If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you.

www.RFGadvisory.com/awards

Requirements

What You Bring

• 5 years of experience in digital marketing, marketing automation, or performance marketing
• Strong proficiency in marketing automation platforms (Salesforce Marketing Cloud/Pardot, HubSpot, Marketo, etc.)
• Experience with GA4, Looker Studio, Tableau, or similar reporting tools
• Experience with HubSpot
• Comfort analyzing performance data and making strategic recommendations
• Understanding of segmentation, lifecycle marketing, and conversion optimization
• Experience collaborating with web or development teams on UX enhancements
• Strong project management skills in structured or Agile environments
• Strong communication and customer engagement acumen
  
  

Bonus Points

• Financial services, RIA, or regulated industry experience
• Experience with Salesforce strongly preferred
• Basic understanding of HTML/CSS for email or landing page optimization
• Experience building dashboards or working with SQL
• Familiarity with compliance review workflows
• Proficiency in Graphic Design, Adobe Creative Suite, or related creative skills
  
  

AI & Automation Capability

• Leverages AI and automation tools (e.g., ChatGPT, Copilot, Claude) to improve productivity, quality, analysis, and communication.
• Actively identifies opportunities to streamline workflows, reduce manual effort, and enhance client and business outcomes.
  
  

Learning Agility & Innovation Mindset

• Curious, adaptable, and growth‑minded, with a demonstrated ability to learn new technologies quickly, experiment thoughtfully, and integrate emerging tools into day‑to‑day work.
  
  

Benefits And Compensation

What We Offer

• Competitive salary bonus pool
• Generous PTO, holidays, and a Charitable Service Day
• Health, dental, vision insurance RFG Advisory stipend
• Flexible Spending Account (Health and Dependent Care) HSA for applicable coverage
• Lifestyle Spending Account
• 401(k) with Safe Harbor contribution
• Paid parental leave, short- and long-term disability, life insurance
• Surface Pro home office setup
• Pet Insurance
• Continuing education and professional development support
• Tons of fun RFG Advisory swag!