Erie
2725 Colonial Ave
Erie, PA 16506, USA
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.
Key Responsibilities
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
Required 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
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 team
Competitive Compensation
Lucrative New Business & Employee Referral Bonuses
Anniversary Bonus
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
5 paid holidays
Tuition Reimbursement
Annual Performance Reviews
And Much More…
Reporting Structure Chief Marketing Officer, HBK CPAs & Consultants (Sarah)
– Strategic direction, professional development, marketing standards and best practices, quality oversight, connection to corporate marketing resources
HBKS CEO (Chris Allegretti)
– Strategic business priorities, HBKS vision and growth strategy, executive decision‑making, firm‑wide initiatives
HBKS COO (Scott Cross)
– Day‑to‑day priorities, tactical execution, business development alignment, operational coordination, HBKS‑specific initiatives
Decision‑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‑ins
This 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 Days Month 1: Learn & Assess
Immerse in HBKS business model, advisors, clients, and competitive landscape
Conduct stakeholder interviews with leadership, advisors, and business development
Audit current marketing activities, digital presence, and lead generation
Establish 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 resources
Develop 2026 marketing strategic plan aligned with HBKS growth targets
Create lead generation campaign strategy and calendar
Identify quick‑win opportunities for immediate impact
Establish KPIs and reporting framework
Begin executing priority digital marketing initiatives
Month 3: Execute & Optimize
Launch lead generation campaigns with measurable results against established benchmarks, demonstrating early wins and optimization opportunities
Present first quarterly business review to leadership with performance data and recommendations
Optimize strategies based on early data and feedback
Application Process To Apply Please submit your resume and a cover letter addressing the following:
Your relevant wealth management or financial services marketing experience
Specific examples of successful digital marketing campaigns you've led with measurable results
Why you're interested in this role and what you'd bring to HBKS
Questions? Contact: Sarah, Chief Marketing Officer SCirelli@hbkcpa.com
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.
#J-18808-Ljbffr
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.
Key Responsibilities
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
Required 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
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 team
Competitive Compensation
Lucrative New Business & Employee Referral Bonuses
Anniversary Bonus
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
5 paid holidays
Tuition Reimbursement
Annual Performance Reviews
And Much More…
Reporting Structure Chief Marketing Officer, HBK CPAs & Consultants (Sarah)
– Strategic direction, professional development, marketing standards and best practices, quality oversight, connection to corporate marketing resources
HBKS CEO (Chris Allegretti)
– Strategic business priorities, HBKS vision and growth strategy, executive decision‑making, firm‑wide initiatives
HBKS COO (Scott Cross)
– Day‑to‑day priorities, tactical execution, business development alignment, operational coordination, HBKS‑specific initiatives
Decision‑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‑ins
This 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 Days Month 1: Learn & Assess
Immerse in HBKS business model, advisors, clients, and competitive landscape
Conduct stakeholder interviews with leadership, advisors, and business development
Audit current marketing activities, digital presence, and lead generation
Establish 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 resources
Develop 2026 marketing strategic plan aligned with HBKS growth targets
Create lead generation campaign strategy and calendar
Identify quick‑win opportunities for immediate impact
Establish KPIs and reporting framework
Begin executing priority digital marketing initiatives
Month 3: Execute & Optimize
Launch lead generation campaigns with measurable results against established benchmarks, demonstrating early wins and optimization opportunities
Present first quarterly business review to leadership with performance data and recommendations
Optimize strategies based on early data and feedback
Application Process To Apply Please submit your resume and a cover letter addressing the following:
Your relevant wealth management or financial services marketing experience
Specific examples of successful digital marketing campaigns you've led with measurable results
Why you're interested in this role and what you'd bring to HBKS
Questions? Contact: Sarah, Chief Marketing Officer SCirelli@hbkcpa.com
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.
#J-18808-Ljbffr