Marketing Lead

Role Description

The Marketing Lead will play a critical role in scaling Ceres Life's marketing capabilities by driving the execution of high-quality, compliance-ready marketing campaigns, digital experiences, and advisor communications. Reporting to the Head of Marketing, this individual will serve as the operational engine behind the marketing function—accelerating campaign delivery, building an in-house digital marketing platform, and leveraging AI-powered tools to increase speed, efficiency, and output.

This role is ideal for a hands-on marketer who combines creative execution with marketing technology expertise. The Marketing Lead will own campaign production from concept through delivery while managing HubSpot, website updates, digital content, email automation, social media, SEO, video production, analytics, and marketing performance reporting.

Key Responsibilities

• Marketing Campaigns & Creative Execution:
  • Develop and execute integrated marketing campaigns supporting advisor acquisition, brand awareness, and business growth.
  • Produce high-quality, on-brand, compliance-approved marketing collateral from concept through final delivery, including brochures, presentations, one-pagers, sales materials, event collateral, digital assets, and advisor communications.
  • Partner with Compliance to ensure all marketing materials meet regulatory requirements.
  • Manage multiple projects simultaneously while meeting aggressive deadlines.
• Digital Marketing & HubSpot:
  • Own and optimize HubSpot marketing automation across email campaigns, drip and lifecycle marketing, landing pages, forms, list segmentation, and campaign reporting.
  • Build and maintain an in-house digital marketing engine, reducing reliance on external agencies.
  • Develop automated marketing workflows that improve advisor engagement and lead nurturing.
• Website & Content Management:
  • Manage website production including new page creation, content updates, SEO optimization, video library management, and ongoing maintenance.
  • Continuously improve website performance, user experience, and search visibility.
  • Coordinate with internal stakeholders and vendors on website enhancements.
• Content & Brand Development:
  • Produce compelling content across multiple channels including social media, email marketing, website, video, and sales enablement materials.
  • Support thought leadership initiatives and executive communications.
  • Maintain brand consistency across all customer and advisor touchpoints.
• Marketing Analytics & Performance:
  • Develop KPI dashboards using HubSpot and other marketing platforms.
  • Track campaign effectiveness, engagement metrics, conversion rates, and ROI.
  • Analyze marketing data to recommend optimization opportunities.
  • Present insights and recommendations to marketing leadership.
• AI & Marketing Innovation:
  • Leverage AI tools to improve content creation, campaign production, personalization, and operational efficiency.
  • Evaluate emerging marketing technologies that improve productivity and customer engagement.
  • Help establish scalable marketing processes that support rapid company growth.

Qualifications

• Bachelor's degree in Marketing, Communications, Digital Marketing, Business, or related field.
• 6–8+ years of progressive marketing experience in financial services, insurance, wealth management, fintech, or other regulated industries.
• Strong experience managing integrated marketing campaigns from strategy through execution.
• Hands-on experience with HubSpot Marketing Hub.
• Experience with email marketing, marketing automation, CRM integration, and campaign analytics.
• Experience managing websites using CMS platforms and implementing SEO best practices.
• Strong project management and organizational skills with the ability to manage multiple priorities.
• Excellent written, verbal, and visual communication skills.
• Experience working with compliance and regulatory review processes.

Preferred

• Experience supporting insurance, annuities, retirement services, asset management, banking, or wealth management organizations.
• Experience with Adobe Creative Suite, Canva, Figma, or similar creative tools.
• Familiarity with Google Analytics, Google Tag Manager, and marketing dashboards.
• Experience producing video content and digital multimedia assets.
• Knowledge of AI-powered marketing tools for content creation, automation, and campaign optimization.

Success in This Role

The successful candidate will help Ceres build a scalable, technology-enabled marketing function that delivers:

• Faster production of high-quality, compliance-ready marketing collateral.
• A fully in-house digital marketing engine powered by HubSpot.
• Increased advisor engagement through targeted campaigns and lifecycle marketing.
• Improved website performance, SEO, and digital experiences.
• Data-driven marketing decisions supported by KPI dashboards and campaign analytics.
• AI-enabled workflows that increase marketing speed, efficiency, and output while reducing dependence on external agencies.

Why Join Us?

• Be part of a fast-growing, technology-driven insurance company transforming the future of retirement and annuity solutions.
• Work in a collaborative, entrepreneurial environment where innovation, accountability, and continuous improvement are valued.
• Make a meaningful impact by helping build and scale a modern insurance platform that delivers exceptional advisor and client experiences.
• Collaborate with talented professionals across the organization while leveraging technology, digital tools, and innovative solutions to drive business success.
• Enjoy a competitive compensation package, comprehensive health benefits, paid time off, and opportunities for professional growth and career advancement.