Marketing & Digital Strategy Manager

Averypartners•Atlanta, GA

3d•$115,000 - $130,000•Onsite

About The Position

The Marketing & Digital Strategy Manager leads and executes the firm's marketing initiatives within its broker-dealer and Registered Investment Adviser (RIA). The role strengthens the firm's brand and market presence through digital marketing, SEO, website management, content, social media, lead generation, marketing automation, communications, and events. It also supports advisor recruiting, business development, and marketing initiatives for affiliated financial advisors. The position combines strategic planning with hands-on execution in a regulated financial-services environment, taking ownership of firm-wide marketing initiatives and seeking opportunities to increase brand awareness, digital visibility, lead generation, advisor recruiting effectiveness, and overall market presence. The position is based in the office five days per week, Monday through Friday. Salary is $115,000–$130,000, depending on experience.

Requirements

Bachelor's degree in marketing, Communications, Business, or a related field preferred.
At least 3 years of marketing experience.
Strong knowledge of digital marketing, SEO, website management, social media, email marketing, content development, and lead generation.
Excellent writing, communication, presentation, and project-management skills.
Strong analytical skills, including the ability to measure marketing performance and identify opportunities for improvement.
Highly organized, creative, collaborative, and results oriented.
Ability to manage multiple projects and work effectively with leadership, Compliance, Business Development, Recruiting, financial advisors, and external vendors.

Nice To Haves

Marketing experience in financial services, wealth management, a broker-dealer, RIA, asset management, or another regulated industry.
Experience with HubSpot or similar CRM and marketing automation platforms.
Familiarity with FINRA and SEC marketing and advertising requirements.

Responsibilities

Develop and execute marketing strategies that support the firm's growth objectives.
Manage and strengthen the firm's brand, messaging, and overall market presence.
Develop marketing campaigns and materials for corporate, recruiting, business development, and advisor initiatives.
Create presentations, collateral, communications, and other marketing deliverables.
Manage external marketing and creative vendors.
Manage the firm's website, including content, performance, and ongoing enhancements.
Develop and execute SEO strategies to increase organic search visibility and qualified website traffic.
Manage digital marketing campaigns, landing pages, email marketing, and social media.
Monitor website traffic, SEO performance, engagement, conversions, and other key digital metrics.
Identify digital strategies and technologies to enhance the firm's online presence.
Develop inbound and outbound campaigns to support lead generation and firm growth.
Manage HubSpot or similar CRM and marketing automation platforms, including campaigns, workflows, email marketing, lead tracking, and reporting.
Partner with Business Development and Recruiting on campaigns to attract and nurture prospective advisors and other target audiences.
Track marketing results and provide performance reporting to leadership.
Develop website content, thought leadership, newsletters, social media, presentations, email campaigns, and other communications.
Maintain a consistent corporate voice and brand across marketing channels.
Develop recruiting materials and campaigns that communicate the firm's value proposition.
Create scalable marketing resources, templates, and programs for affiliated financial advisors.
Assist advisors with approved marketing materials and practice-marketing initiatives as appropriate.
Plan and execute firm conferences, industry events, recruiting events, sponsorships, webinars, and other marketing activities.
Coordinate event communications, branding, promotional materials, presentations, and vendors.
Attend industry conferences, advisor events, and firm meetings as needed.
Partner with Compliance to ensure marketing and advertising activities comply with applicable SEC, FINRA, and firm requirements.
Coordinate review and approval of corporate and advisor marketing materials.
Maintain appropriate documentation and processes related to marketing approvals.
Understand regulatory considerations related to websites, social media, advertising, testimonials and endorsements, and other financial-services communications.