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Marketing Communications & Lead Generation Strategist

Reliance Financial Group/ RFG Advisory Group, LLC. · Headquarters, ID, USA ·

Pay:
$75,000-$80,000/yr
Job type:
Full Time

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Introducing ClickONE: A unified, AI-powered operating system designed to reduce the \"swivel-chair\" of disconnected systems.

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We Are RFG Advisory

Building the #RIA of the Future

There\'s never been a more exciting time to work in wealth management – and RFG Advisory is at the forefront of the industry.

We are building the #RIA of the Future to serve Independent Advisors. Our award-winning support platform empowers Advisors to deepen their 1-1 client relationships, attract new prospects, and grow organically by 5x compared to the industry average.

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“IF SOMEONE OFFERS YOU A SEAT ON A ROCKET SHIP, YOU DON\'T ASK ‘AISLE OR WINDOW’ – YOU JUST CLIMB ON BOARD.” – RICK WEDELL, CIO

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We are committed to building an inspirational workplace that puts our team first so we can wake up every morning to CRUSH IT for our clients.

Competitive Salary & Bonus

We’re committed to rewarding your talent and ambition. With competitive salaries and a bonus program designed to recognize exceptional performance, we invest in our team just as they invest in us.

Comprehensive Benefits Package

Health, dental, vision, life, and disability insurance, as well as ancillary benefits like IDShield, LegalShield, and pet insurance. We also offer parental leave.

Paid Vacation & Holidays

We celebrate taking time off to recharge. Start off with 20 days of PTO each year and 14 holidays, including all stock exchange holidays.

One-Team, One-Dream Mindset

Monthly town hall, roundtable calls and training for tech and compliance, regular huddle calls, functional team check-ins, quarterly performance checks.

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We participate in Crush It for Charity, our annual firm-wide event raising money for The Boys & Girls Club, St. Jude\'s, and Alzheimer’s Association. Team members also receive 8 hours each year of paid Charitable Workday time.

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Join the RFG Advisory Team

We are building a team of A-players only. Ours is a mission fueled by passion, enthusiasm, and grit. We like to say, “Look left, look right – there\u2019s a force multiplier.” We make mistakes, we practice radical candor, we iterate to excellence, we love big.

If you want to be a part of building something special, we’d love to meet you!

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Marketing Communications & Lead Generation Strategist

RFG Headquarters
Full-time

About The Position

This isn\'t a traditional marketing communications role. At RFG, marketing communications is a growth engine. As the Marketing Communications Strategist, you\'ll develop and execute integrated marketing strategies that generate leads, strengthen our brand, accelerate Advisor adoption, and support business growth.

You\'ll own demand generation initiatives like webinars and partner marketing, lead go-to-market and internal communications for strategic initiatives, support executive visibility and public relations, and use HubSpot and AI-powered tools to measure and optimize performance.

This role blends strategy with execution. Success isn\'t measured by the volume of communications you produce. It\'s measured by registrations, conversions, pipeline, Advisor engagement, and business impact. If you\'re a marketer who thinks beyond content and communications, and loves building campaigns, measuring results, and using data to drive growth, this role is for you.

Location:

Birmingham, AL (Hybrid, 3 days a week in office)

Reports to:

Senior Director of B2B Marketing

What You\'ll Do

Demand Generation & Lead Sourcing

Develop and execute integrated lead generation strategies through webinars, partner marketing, go-to-market campaigns, and strategic marketing initiatives.
Own webinar strategy from planning through performance, using webinars as a core demand generation channel to drive registrations, conversions, and pipeline growth.
Build and execute partner marketing programs that expand reach, generate qualified leads, and strengthen business development efforts.
Continuously optimize campaigns using performance data, audience insights, and conversion metrics to maximize business impact.

Marketing Performance & Attribution

Own marketing attribution, lead tracking, and funnel performance reporting across all communications and demand generation initiatives.
Develop dashboards and KPIs that measure campaign effectiveness, pipeline contribution, marketing ROI, and conversion performance.
Leverage HubSpot, AI-powered tools, marketing automation, and reporting to improve campaign execution, lead nurturing, operational efficiency, and business results.

Go-to-Market Communications & Advisor Engagement

Develop and execute go-to-market communication strategies that support new initiatives, product launches, and strategic business priorities.
Translate organizational priorities into internal and external communications that drive awareness, adoption, engagement, and retention.
Partner with business leaders to develop messaging, launch strategies, and communication plans that accelerate Advisor adoption of key programs, technology, and services.

Brand Visibility & Public Relations

Develop and execute strategies that strengthen RFG\'s market presence through awards, executive thought leadership, public relations, and strategic partnerships.
Partner with RFG\'s public relations agency to execute media strategies, press releases, executive interviews, award announcements, and corporate storytelling.
Own firm and Advisor awards strategy, including annual planning, nominations, submissions, and recognition campaigns that increase industry visibility and brand credibility.
Maintain key firm statistics, website content, corporate messaging, and marketing collateral to ensure brand consistency and accurate, up-to-date information across all channels.
Identify and execute opportunities to amplify executive thought leadership through speaking engagements, media opportunities, strategic partnerships, and earned media.

Requirements

Experience

5+ years of experience in marketing communications, demand generation, growth marketing, integrated marketing, or a related B2B marketing role.
Demonstrated success developing and executing lead generation campaigns that drive measurable business results.
Experience managing webinars, partner marketing, go-to-market campaigns, and marketing attribution.
Experience supporting executive thought leadership, public relations, or corporate communications.
B2B, financial services, wealth management, fintech, or professional services experience preferred.

Skills & Competencies

Strategic marketer with a proven ability to translate business objectives into integrated communications campaigns.
Strong understanding of demand generation, marketing attribution, lead nurturing, and conversion optimization.
Excellent communication, project management, and cross-functional collaboration skills.
Data-driven mindset with a passion for measuring, optimizing, and improving marketing performance.
Takes ownership, executes with urgency, and thrives in a fast-moving environment.

Technology & Tools

Advanced experience with HubSpot, including CRM, Marketing Hub, automation, workflows, attribution reporting, and campaign analytics.
Experience with webinar platforms, marketing automation, and digital marketing tools.
Proficiency with AI tools such as ChatGPT and Claude to improve productivity, campaign execution, and workflow efficiency.

Education

Bachelor's degree in Marketing, Communications, Business, or a related field; or equivalent professional experience.

Company

RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution. We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day. If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you.

www.RFGadvisory.com/awards

This hiring process may include the use of automated tools to assist with resume review. All hiring decisions are ultimately made by qualified human reviewers. For more information about our hiring practices, data use, and accommodation request procedures, please review our Privacy Policy. We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, or any other status protected by applicable law. We will provide reasonable accommodations for qualified individuals with disabilities during the application and hiring process.

Benefits And Compensation

Salary: $75,000-$80,000

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

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