Marketing Specialist
RFG Advisory, Vestavia Hills, AL, United States
What You’ll Do
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.
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.
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!
#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 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.
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.
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!
#J-18808-Ljbffr