Marketing Manager

Marketing Manager

Job Category: Management

Full-Time

Hybrid

Conshohocken, PA 19428, USA +2 more locations

Description

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 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

Advisor Support & Business Development (30%)

• 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

Content & Thought Leadership (15%)

• 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

Client Experience & Events (10%)

• 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

Performance Tracking & Reporting (5%)

• 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

Required Qualifications

Experience & Background

• 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

Technical Skills

• 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)

Personal Attributes

• 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

Preferred Qualifications

• 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

Why Join HBKS?

Professional Growth

• Direct access to executive leadership (CEO, COO, CMO)
• Opportunity to shape marketing strategy for a growing wealth management firm
• Career path potential as HBKS continues to expand
• Professional development and continuing education support

Collaborative Culture

• Work embedded with passionate, growth-oriented HBKS team
• Access to full corporate marketing resources and specialized expertise
• Supportive, team-first environment that values innovation

Impact & Autonomy

• Own the marketing function for a $7.2B AUM firm
• See direct impact of your work on business growth
• Strategic role with decision-making authority
• Trusted partner to leadership team

Comprehensive Benefits

• Competitive Compensation
• Lucrative New Business & Employee Referral Bonuses
• Anniversary Bonus
• Open Paid-time-off policy
• We provide a flexible work environment to offer work/life balance.
• 401(k) plan with company match and profit sharing
• Medical, dental, and vision insurance
• Company Paid Life Insurance
• Affordable Short- & Long-Term Disability Insurance
• Affordable Accidental and Critical Illness Insurance
• 5 Paid holidays
• Tuition Reimbursement
• Annual Performance Reviews
• And Much More…

Reporting Structure

This role reports to three leaders, each providing different dimensions of support and direction:

Chief Marketing Officer, HBK CPA