Demand Generation Specialist

HUB International•Austin, TX

1d•$60,000 - $60,000•Hybrid

About The Position

We are seeking a Demand Generation Specialist to support participant engagement and help connect employees and plan participants with the right financial solutions at the right moment in their financial journey. This is a hands-on role for someone who is eager to build skills in segmented communication strategies, automated workflows, and performance reporting that connect people with relevant resources while contributing to business growth. You'll work directly with the RPW marketing team to design targeted outreach based on plan demographics, engagement patterns, and lifecycle triggers—ensuring employees receive timely, relevant guidance on retirement, wealth management, insurance, and financial wellness solutions. The goal is to deliver meaningful experiences to plan participants while building a pipeline of qualified opportunities for our advisor teams. Millions of employees are navigating complex financial decisions—retirement planning, wealth management, insurance needs, Medicare transitions—often without knowing where to turn. This role exists to ensure the right people get the right guidance at the right time, while building sustainable growth for our advisor teams. If you're someone who loves turning data into meaningful experiences and building systems that scale, this is your opportunity. We are the perfect fit if you are: Proficient in HubSpot (or similar CRM/marketing automation platforms) with hands-on experience building workflows, lists, and reports Comfortable working with data across multiple systems and digesting insights for strategic decisions Familiar with email marketing best practices, conversion funnels, and pipeline contribution You understand the difference between engagement and intent, and build campaigns accordingly You don't just recommend—you build, launch, monitor, and optimize You can manage multiple campaigns simultaneously while maintaining attention to detail You're comfortable moving quickly in a regulated environment where compliance and privacy matter

Requirements

2 years of experience in marketing operations, digital marketing, or demand generation (financial services exposure a plus)
Hands-on experience with CRM and marketing automation platforms (HubSpot familiarity preferred)
Experience with email marketing, lead nurturing, and conversion optimization
Strong analytical skills with ability to build reports, work in Excel/Google Sheets, and visualize data
Bachelor's degree in Marketing, Business, or related field
5-7 years of relevant experience
Associate degree (2-year degree)

Responsibilities

Build communication segments based on plan demographics, lifecycle stage, and engagement behavior to deliver relevant content and solutions
Identify high-intent opportunities based on trigger events (near retirement, job transitions, salary increases) and engagement signals
Continuously refine targeting strategies based on response rates and conversion performance
Design multi-touch outreach sequences that guide participants from awareness to advisor conversations
Build automated workflows that respond to participant actions and lifecycle milestones
Create intelligent routing logic to connect qualified leads with the right advisor or specialist team
Work with compliance to ensure all outreach meets regulatory requirements for participant communication
Launch and monitor multi-channel campaigns through email, web, SMS, mobile app, and other emerging channels
Run A/B tests on messaging, timing, and calls-to-action to improve engagement and conversion rates
Track campaign performance across the funnel—from opens and clicks to scheduled appointments and advisor handoffs
Support reporting on lead volume, pipeline activity, and conversion rates by segment and channel
Provide regular reports to marketing and sales leadership on what's driving results
Translate campaign data into actionable recommendations for advisors and leadership
Coordinate with product team to align engagement data with platform development priorities

Benefits

$60,000 salary
6% yearly discretionary bonus
Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave
Monday-Friday (8am-5pm)
2 weeks of vacation, sick leave, personal days, and floating holiday’s
Hybrid schedule (3 days in office)

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