Marketing Manager

About 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 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 CPAs & Consultants (Sarah)
Strategic direction, professional development, marketing standards and best practices, quality oversight, connection to corporate marketing resources

HBKS CEO (Chris Allegretti)
Strategic business priorities, HBKS vision and growth strategy, executive decision-making, firm-wide initiatives

HBKS COO (Scott Cross)
Day-to-day priorities, tactical execution, business development alignment, operational coordination, HBKS-specific initiatives

Decision-Making Framework:

• Marketing strategy, brand standards, and professional development: CMO (Sarah)
• HBKS business priorities, growth strategy, and resource allocation: CEO (Chris) and COO (Scott)
• Day-to-day tactical execution: The Senior Marketing Manager has decision-making autonomy with weekly leadership check-ins

This collaborative reporting structure ensures strategic marketing excellence, alignment with HBKS business objectives, and responsive partnership with leadership while empowering the Senior Marketing Manager to execute with speed and agility.

Success in the First 90 Days

Month 1: Learn & Assess

• Immerse in HBKS business model, advisors, clients, and competitive landscape
• Conduct stakeholder interviews with leadership, advisors, and business development
• Audit current marketing activities, digital presence, and lead generation
• Establish baseline metrics, performance benchmarks, and set specific quarterly targets in collaboration with leadership (e.g., MQL goals, conversion rates, CAC targets)
• Build relationships with corporate marketing team resources

Month 2: Strategy & Planning

• Develop 2026 marketing strategic plan aligned with HBKS growth targets
• Create lead generation campaign strategy and calendar
• Identify quick-win opportunities for immediate impact
• Establish KPIs and reporting framework
• Begin executing priority digital marketing initiatives

Month 3: Execute & Optimize

• Launch lead generation campaigns with measurable results against established benchmarks, demonstrating early wins and optimization opportunities
• Implement advisor marketing support programs
• Execute client engagement initiatives
• Present first quarterly business review to leadership with performance data and recommendations
• Optimize strategies based on early data and feedback

Application Process

To Apply:
Please submit your resume and a cover letter addressing the following:

• Your relevant wealth management or financial services marketing experience

• Specific examples of successful digital marketing campaigns you've led with measurable results

• Why you're interested in this role and what you'd bring to HBKS

Questions?
Contact: Sarah, Chief Marketing Officer
[email protected]

HBKS provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Join us in building the future of HBKS Wealth Management marketing.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.