Description
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 position is based in
Birmingham, AL , with a hybrid schedule (3 days in-office, 2 remote).
Remote work will be considered for the right candidate; occasional travel to Birmingham may be required.
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.
Benefits & Perks
Competitive salary + bonus pool
Generous PTO, paid holidays, and charitable service day
Health, dental, and vision with RFG stipend; FSA/HSA options
Lifestyle Spending Account
Pet insurance
401(k) with Safe Harbor contribution
Paid parental leave; STD/LTD; life insurance
Surface Pro + home office setup
Professional development opportunities
Loads of RFG swag
Salary:
The targeted salary for this role is $75,000-$85,000 DOE.
About RFG Advisory At RFG Advisory, we’re building the RIA of the Future - empowering growth‑minded independent advisors to scale their businesses without compromise. We remove friction so advisors can focus on what matters most: building meaningful relationships and growing enterprise value.
Our culture is high energy, all‑in, awesome. We show up with servant hearts and growth mindsets. We iterate to excellence, lead boldly, and commit to getting 1% better every day.
If you’re driven to build, ready to collaborate, and energized by possibility - you’ll fit right in. 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
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
Experience with HubSpot/Salesforce Strongly Preferred
Financial services, RIA, or regulated industry experience
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
#J-18808-Ljbffr
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 position is based in
Birmingham, AL , with a hybrid schedule (3 days in-office, 2 remote).
Remote work will be considered for the right candidate; occasional travel to Birmingham may be required.
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.
Benefits & Perks
Competitive salary + bonus pool
Generous PTO, paid holidays, and charitable service day
Health, dental, and vision with RFG stipend; FSA/HSA options
Lifestyle Spending Account
Pet insurance
401(k) with Safe Harbor contribution
Paid parental leave; STD/LTD; life insurance
Surface Pro + home office setup
Professional development opportunities
Loads of RFG swag
Salary:
The targeted salary for this role is $75,000-$85,000 DOE.
About RFG Advisory At RFG Advisory, we’re building the RIA of the Future - empowering growth‑minded independent advisors to scale their businesses without compromise. We remove friction so advisors can focus on what matters most: building meaningful relationships and growing enterprise value.
Our culture is high energy, all‑in, awesome. We show up with servant hearts and growth mindsets. We iterate to excellence, lead boldly, and commit to getting 1% better every day.
If you’re driven to build, ready to collaborate, and energized by possibility - you’ll fit right in. 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
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
Experience with HubSpot/Salesforce Strongly Preferred
Financial services, RIA, or regulated industry experience
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
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