Marketing Manager

About HBKS Wealth ManagementHBKS 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 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.Key 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 resultsRequired QualificationsExperience & 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 teamComprehensive BenefitsCompetitive CompensationLucrative New Business & Employee Referral BonusesAnniversary BonusOpen Paid-time-off policyWe provide a flexible work environment to offer work/life balance.401(k) plan with company match and profit sharingMedical, dental, and vision insuranceCompany Paid Life InsuranceAffordable Short- & Long-Term Disability InsuranceAffordable Accidental and Critical Illness Insurance5 Paid holidaysTuition ReimbursementAnnual Performance ReviewsAnd Much More...Reporting StructureThis role reports to three leaders, each providing different dimensions of support and direction:Chief Marketing Officer, HBK CPAs & Consultants (Sarah)Strategic direction, professional development, marketing standards and best practices, quality oversight, connection to corporate marketing resourcesHBKS CEO (Chris Allegretti)Strategic business priorities, HBKS vision and growth strategy, executive decision-making, firm-wide initiativesHBKS COO (Scott Cross)Day-to-day priorities, tactical execution, business development alignment, operational coordination, HBKS-specific initiativesDecision-Making Framework:Marketing strategy, brand standards, and professional development: CMO (Sarah)HBKS business priorities, growth strategy, and resource allocation: CEO (Chris) and COO (Scott)Day-to-day tactical execution: The Senior Marketing Manager has decision-making autonomy with weekly leadership check-insThis collaborative reporting structure ensures strategic marketing excellence, alignment with HBKS business objectives, and responsive partnership with leadership while empowering the Senior Marketing Manager to execute with speed and agility.Success in the First 90 DaysMonth 1: Learn & AssessImmerse in HBKS business model, advisors, clients, and competitive landscapeConduct stakeholder interviews with leadership, advisors, and business developmentAudit current marketing activities, digital presence, and lead generationEstablish baseline metrics, performance benchmarks, and set specific quarterly targets in collaboration with leadership (e.g., MQL goals, conversion rates, CAC targets)Build relationships with corporate marketing team resourcesMonth 2: Strategy & PlanningDevelop 2026 marketing strategic plan aligned with HBKS growth targetsCreate lead generation campaign strategy and calendarIdentify quick-win opportunities for immediate impactEstablish KPIs and reporting frameworkBegin executing priority digital marketing initiativesMonth 3: Execute & OptimizeLaunch lead generation campaigns with measurable results against established benchmarks, demonstrating early wins and optimization opportunitiesImplement advisor marketing support programsExecute client engagement initiativesPresent first quarterly business review to leadership with performance data and recommendationsOptimize strategies based on early data and feedbackApplication ProcessTo Apply:Please submit your resume and a cover letter addressing the following:Your relevant wealth management or financial services marketing experienceSpecific examples of successful digital marketing campaigns you've led with measurable resultsWhy you're interested in this role and what you'd bring to HBKSQuestions?Contact: Sarah, Chief Marketing OfficerSCirelli@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.Join us in building the future of HBKS Wealth Management marketing. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Created: 2026-04-02