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Marketing Manager

McCulley Financial Group

Full-Time|Hybrid — Sarasota, FL or Westchester,IL|Reports to Firm Leadership About McCulley Financial McCulley Financial is a growing financial services firm dedicated to helping clients build and protect their wealth through personalized advice and disciplined planning. As we expand, we're investing in marketing as a core growth engine — and looking for a hands‑on Marketing Manager to build that engine with us. Position Summary The Marketing Manager will own the firm's marketing function end to end — from HubSpot administration and marketing automation to lead generation, pipeline strategy, campaign design and execution, and website upkeep. You'll set the strategy and do the hands‑on work to bring it to life, partnering closely with firm leadership and advisors to drive qualified leads and support business growth. This is a hybrid position based out of either our Sarasota, FL or Westchester, IL office, with flexibility to work remotely part of the week. Key Responsibilities HubSpot & Marketing Automation Serve as the firm's HubSpot administrator: manage workflows, email sequences, lists, forms, landing pages, and reporting dashboards. Build and optimize automated nurture campaigns that move prospects through the funnel. Maintain data hygiene and segmentation within the CRM to support accurate reporting and targeting. Develop and execute lead generation programs across digital, email, events, and referral channels. Own the marketing‑to‑sales pipeline: track lead flow, conversion rates, and funnel performance, and report results to leadership. Partner with advisors and business development staff to ensure leads are qualified, followed up on, and converted efficiently. Develop the firm's annual marketing strategy and calendar, aligned with business growth goals. Design, launch, and manage integrated campaigns (email, digital, content, social, and events) from concept through measurement. Analyze campaign performance and iterate based on data to continuously improve ROI. Website Maintenance Maintain and update the firm's website, ensuring content is accurate, current, and on‑brand. Monitor site performance, SEO, and user experience, coordinating with outside developers or vendors as needed. Ensure the website integrates cleanly with HubSpot for lead capture and tracking. Qualifications 3–5 years of marketing experience, ideally in financial services, professional services, or another regulated industry. Hands‑on experience administering HubSpot (or a comparable marketing automation/CRM platform) required. Demonstrated success building lead generation programs and managing a marketing pipeline. Experience planning and executing multi‑channel marketing campaigns from strategy through implementation. Comfort maintaining and updating a website (CMS platforms such as WordPress; basic HTML/CSS plus). Strong project management skills and ability to work independently in an individual‑contributor capacity. Excellent written and verbal communication skills; comfortable presenting results to firm leadership. Bachelor's degree in Marketing, Communications, Business, or related field preferred. Familiarity with compliance considerations in financial services marketing (e.g., FINRA/SEC‑adjacent review processes) is a plus. Performance Bonus: Eligible for an annual performance‑based bonus tied to lead generation and pipeline goals. Benefits: Employer Paid Health insurance, 401(k) with firm match, generous PTO, and hybrid work flexibility. #J-18808-Ljbffr McCulley Financial Group

Vacancy posted 5 days ago
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