Marketing Manager

HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets under management. 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. As an industry leader and innovator, HBKS is investing in resources and technology to ensure long-term growth.

Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our people choose their own career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.

We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we’ve made something happen for our clients. If you want a career that is all about helping people, you’re the kind of person we’re looking for. Please read on to discover if you could see yourself joining the HBKS Wealth Advisor Family.

Summary
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.

Responsibilities
Digital Marketing & Lead Generation (40%)

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

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

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

Collaborative Culture

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 teams

Benefits We Offer

Salary Range: $95,000-$130,000/year + Annual Bonus

Competitive Compensation

Lucrative New Business & Employee Referral Bonuses

Open Paid‑time‑off Policy

401(k) plan with company match and profit sharing

Medical, dental, and vision insurance

Company Paid Life Insurance

Affordable Short‑ and Long‑Term Disability Insurance

Affordable Accidental and Critical Illness Insurance

10.5 Paid holidays

Disability Insurance

Annual Performance Reviews

And more

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.

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