Marketing Manager

Marketing Manager Job Category: ManagementLocation: Conshohocken, PA 19428, USA +2 more locationsAbout HBKS Wealth Management 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 Digital Marketing & Lead Generation (40%)Develop and execute integrated digital marketing campaigns to generate qualified leads and drive AUM growthManage SEO/SEM strategies, paid advertising, and digital media campaignsOptimize website content, landing pages, and conversion funnels for lead captureImplement marketing automation and email nurture campaigns through HubSpotTrack and analyze digital performance metrics, providing actionable insights and recommendationsExecute social media strategies for firm and advisor personal brandingDevelop and manage seminar and webinar marketing programsAdvisor Support & Business Development (30%)Partner with HBKS Business Development Director on growth initiativesSupport individual advisor marketing and practice management needsCreate advisor marketing toolkits, templates, and resourcesDevelop and execute prospect engagement campaignsManage client referral programs and COI (Centers of Influence) marketingSupport advisor recruitment marketing initiativesCoordinate with HBKS leadership on strategic marketing prioritiesContent & Thought Leadership (15%)Develop wealth management content including blogs, articles, client communications, and newslettersCreate thought leadership content positioning HBKS advisors as industry expertsManage editorial calendar aligned with business development prioritiesProduce client-facing materials and presentationsCoordinate with corporate creative team on high-quality asset developmentClient Experience & Events (10%)Plan and execute client appreciation events and prospect engagement activitiesManage seminar and webinar logistics and promotionDevelop client communication strategies and campaignsSupport client retention and satisfaction initiativesCreate memorable touchpoints throughout the client journeyPerformance Tracking & Reporting (5%)Establish and monitor key performance indicators (KPIs) for marketing initiativesProvide monthly reporting on lead generation, campaign performance, and ROIConduct regular pipeline analysis and marketing attributionPresent quarterly business reviews to HBKS leadershipContinuously optimize strategies based on data and resultsRequired Qualifications Experience & Background7-10 years of marketing experience with demonstrated results in lead generation and growthWealth management or financial advisory marketing experience required - must demonstrate deep understanding of high-net-worth (HNW) client acquisition, advisor marketing, and wealth management business modelsProven track record of successful digital marketing campaigns and measurable ROI in financial servicesExperience with marketing automation platforms required (HubSpot strongly preferred)Strong project management skills with ability to manage multiple priorities simultaneouslyTechnical SkillsDigital marketing expertise: SEO/SEM, paid advertising (Google Ads, LinkedIn), social media marketing, email marketing, with proven lead generation resultsMarketing automation: HubSpot or equivalent platform required (Marketo, Pardot, etc.) - HubSpot experience strongly preferredAnalytics and reporting: Google Analytics, marketing attribution, data analysis, and performance optimization with demonstrated ability to improve conversion ratesContent creation: Strong writing and storytelling skills for wealth management audiencesMicrosoft Office Suite proficiency (PowerPoint, Excel for reporting)Personal AttributesSelf-starter with entrepreneurial mindset: Able to work independently, identify opportunities, and drive initiatives without constant directionStrategic thinker with tactical execution skills: Can develop strategy AND roll up sleeves to executeCollaborative partner: Builds strong relationships across teams and with senior leadershipResults-driven: Focused on measurable outcomes and business impactAdaptable and agile: Thrives in fast-paced environment with changing prioritiesDetail-oriented: High standards for quality and accuracyClient-centric: Understands wealth management client expectations and delivers exceptional experiencesPreferred QualificationsBachelor's degree in Marketing, Business, Communications, or related fieldCFP® designation or working toward certification (nice to have)Experience with wealth management compliance and regulatory considerationsBackground supporting financial advisors or high-net-worth client marketingFamiliarity with ClearlyRated or other client satisfaction measurement toolsEvent planning and execution experienceAgency or multi-brand marketing experienceWhy Join HBKS? Professional GrowthDirect access to executive leadership (CEO, COO, CMO)Opportunity to shape marketing strategy for a growing wealth management firmCareer path potential as HBKS continues to expandProfessional development and continuing education supportCollaborative CultureWork embedded with passionate, growth-oriented HBKS teamAccess to full corporate marketing resources and specialized expertiseSupportive, team-first environment that values innovationImpact & AutonomyOwn the marketing function for a $7.2B AUM firmSee direct impact of your work on business growthStrategic role with decision-making authorityTrusted partner to leadership teamComprehensive BenefitsCompetitive CompensationLucrative New Business & Employee Referral BonusesAnniversary BonusOpen Paid-time-off policyWe provide a flexible work environment to offer work/life balance.401(k) plan with company match and profit sharingMedical, dental, and vision insuranceCompany Paid Life InsuranceAffordable Short- & Long-Term Disability InsuranceAffordable Accidental and Critical Illness Insurance5 Paid holidaysTuition Reimbursement