Responsibilities
Assess and audit marketing programs for newly acquired partner firms to identify gaps, opportunities, and priority focus areas Lead foundational marketing work for partner firms, including defining target markets, personas, and unique value propositions Develop clear marketing strategies and recommended channel mixes aligned to firm positioning and growth goals Manage and coordinate external agencies and consultants executing paid search, SEO, and related digital programs Oversee content and website strategy, including editorial planning and coordination with content partners Track, analyze, and report on marketing performance using HubSpot and related tools; translate insights into strategy adjustments Partner with sales teams to evaluate lead quality and incorporate feedback into ongoing marketing strategy Ensure all marketing programs adhere to SEC and regulatory compliance standards Requirements
5+ years of B2C marketing experience, with exposure to digital and performance marketing programs Working knowledge of paid search, SEO, content marketing, email marketing, and web best practices Familiarity with HubSpot, Salesforce, or related CRM/marketing platforms Strong analytical skills with the ability to connect marketing performance to business outcomes Benefits
Medical, Dental, and Vision Insurance Health Savings Account (HSA) with employer contributions Commuter Benefits 401(k) Plan with a 4% employer match Unlimited Paid Time Off (PTO) Life Insurance Coverage
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Assess and audit marketing programs for newly acquired partner firms to identify gaps, opportunities, and priority focus areas Lead foundational marketing work for partner firms, including defining target markets, personas, and unique value propositions Develop clear marketing strategies and recommended channel mixes aligned to firm positioning and growth goals Manage and coordinate external agencies and consultants executing paid search, SEO, and related digital programs Oversee content and website strategy, including editorial planning and coordination with content partners Track, analyze, and report on marketing performance using HubSpot and related tools; translate insights into strategy adjustments Partner with sales teams to evaluate lead quality and incorporate feedback into ongoing marketing strategy Ensure all marketing programs adhere to SEC and regulatory compliance standards Requirements
5+ years of B2C marketing experience, with exposure to digital and performance marketing programs Working knowledge of paid search, SEO, content marketing, email marketing, and web best practices Familiarity with HubSpot, Salesforce, or related CRM/marketing platforms Strong analytical skills with the ability to connect marketing performance to business outcomes Benefits
Medical, Dental, and Vision Insurance Health Savings Account (HSA) with employer contributions Commuter Benefits 401(k) Plan with a 4% employer match Unlimited Paid Time Off (PTO) Life Insurance Coverage
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