Marketing Manager

HBK•Conshohocken, PA

About The Position

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. 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.

Requirements

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
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)
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

Nice To Haves

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

Responsibilities

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
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
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
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
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