Marketing Manager

HBKS Wealth Advisors•Erie, PA

56d•$95,000 - $130,000•Hybrid

About The Position

HBKS Wealth Advisors (HBKS) is a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets under management. As part of the HBK family of companies, HBKS provides comprehensive financial planning, investment management, and wealth advisory services to high-net-worth individuals, families, and businesses. The firm is investing in resources and technology for long-term growth and seeks capable, dedicated professionals. HBKS offers a unique breadth and depth of experience, supporting employees in their career paths and providing resources for success. The firm emphasizes an entrepreneurial spirit, working with entrepreneurs and owners of small to mid-size businesses, and acting as consultants and influencers in their communities. The role is for 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. It's an opportunity to shape marketing strategy for a rapidly growing wealth management firm, work directly with executive leadership, and make a measurable impact on business results.

Requirements

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.
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).
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.

Nice To Haves

Bachelor's degree in Marketing, Business, Communications, or related field.
CFP® designation or working toward certification.
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.

Responsibilities

Develop and execute integrated digital marketing campaigns to generate qualified leads and drive AUM growth.
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.
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.
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.
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.
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.