Lead Generation Manager

Kestra Holdings•Austin, TX

About The Position

Lead with Purpose. Partner with Impact. Kestra Holdings is an ecosystem of financial firms united in their commitment to deliver a full end-to-end suite of wealth management solutions for financial professionals, including end-client investment solutions, technology platforms, succession and monetization opportunities, trust services, and back-office support. The combined organization has 2,400 financial professionals with $123B Assets Under Advisement and $53B Assets Under Management. Their current brands are: Bluespring Wealth Partners offering Succession Solutions Kestra Financial for Sophisticated Independents & Ensemble Firms Kestra Private Wealth Services for Wirehouse Exiters Arden Trust Company offering Personal Trust services Kestra Investment Management offering Investment Management & Research Kestra Insurance Planning offering Integrated Insurance & Planning Services / CBS Brokerage What you’ll Do: This will be the job description & should always be bullet points Own B2B lead generation strategy and performance across Bluespring Wealth Partners, Kestra Financial, Kestra Private Wealth, Arden Trust, and CBS Brokerage. Translate B2B business growth objectives into brand‑specific lead generation plans, targets, and success metrics. Set and manage annual and quarterly commitments for B2B MQLs, opportunities, pipeline value, and ROI in partnership with Sales leadership. Ensure B2B lead programs align with each brand’s advisor audience, growth model, and sales motion. Be accountable for B2B MQL volume, MQL quality, SQL and opportunity creation, and pipeline contribution. Define, refine, and enforce B2B MQL criteria and quality standards in close partnership with Sales and Revenue Operations. Own Salesforce‑based B2B funnel visibility, ensuring accurate lead routing, lifecycle staging, attribution, and reporting. Partner closely with B2B sales teams to improve lead handoff, follow‑up expectations, feedback loops, and conversion performance. Track and report B2B pipeline dollars sourced, conversion rates, cost efficiency, and ROI through Salesforce and related tools. Ensure B2B lead generation programs meet or exceed minimum ROI thresholds and cost‑per‑lead targets. Provide strategic direction across B2B email, paid media, events, and integrated campaigns without owning channel execution. Lead through influence by partnering with the Lead Generation Coordinator, marketing automation partner, paid media specialist, and creative team. Set priorities, briefs, timelines, and performance expectations aligned to B2B sales objectives. Use Salesforce and performance data to identify B2B funnel trends, risks, and growth opportunities across brands. Establish scalable B2B lead generation standards, governance, and processes that support long‑term, multi‑brand revenue growth.

Requirements

4–8+ years of experience in lead generation, demand generation, or growth marketing, in B2B or financial services.
Proven experience owning pipeline outcomes, not just campaign execution.
Strong understanding of funnel metrics, MQL quality, opportunity conversion, and ROI modeling.
Experience working through cross‑functional execution teams (marketing ops, paid media, creative, vendors).
Strategic mindset with strong analytical and decision‑making skills.
Comfortable operating in a regulated environment and partnering closely with Compliance.
Excellent stakeholder management and executive‑level communication skills.
Experience with Salesforce, marketing automation platforms, and performance reporting.
Bachelor’s degree from a four-year accredited college or university required.

Nice To Haves

Degree in marketing, business, or a related field preferred

Responsibilities

Own B2B lead generation strategy and performance across Bluespring Wealth Partners, Kestra Financial, Kestra Private Wealth, Arden Trust, and CBS Brokerage.
Translate B2B business growth objectives into brand‑specific lead generation plans, targets, and success metrics.
Set and manage annual and quarterly commitments for B2B MQLs, opportunities, pipeline value, and ROI in partnership with Sales leadership.
Ensure B2B lead programs align with each brand’s advisor audience, growth model, and sales motion.
Be accountable for B2B MQL volume, MQL quality, SQL and opportunity creation, and pipeline contribution.
Define, refine, and enforce B2B MQL criteria and quality standards in close partnership with Sales and Revenue Operations.
Own Salesforce‑based B2B funnel visibility, ensuring accurate lead routing, lifecycle staging, attribution, and reporting.
Partner closely with B2B sales teams to improve lead handoff, follow‑up expectations, feedback loops, and conversion performance.
Track and report B2B pipeline dollars sourced, conversion rates, cost efficiency, and ROI through Salesforce and related tools.
Ensure B2B lead generation programs meet or exceed minimum ROI thresholds and cost‑per‑lead targets.
Provide strategic direction across B2B email, paid media, events, and integrated campaigns without owning channel execution.
Lead through influence by partnering with the Lead Generation Coordinator, marketing automation partner, paid media specialist, and creative team.
Set priorities, briefs, timelines, and performance expectations aligned to B2B sales objectives.
Use Salesforce and performance data to identify B2B funnel trends, risks, and growth opportunities across brands.
Establish scalable B2B lead generation standards, governance, and processes that support long‑term, multi‑brand revenue growth.