Marketing Program Manager

CG Financial Services•Lansing, MI

About The Position

CG Financial Services is a registered investment adviser and insurance firm with more than $4 billion in assets under management. Its three divisions—Wealth Management, CG Advisor Network, and Insurance—serve different audiences, including clients, prospects, centers of influence, and advisors. The Marketing Program Manager owns client and COI event strategy, oversees digital marketing supporting all three divisions, and manages external partners that help fill seminars. This is a hands-on, high-visibility role involving both direct execution and vendor management. The manager represents the firm at events and works across a small team with broad responsibilities, making independent, fact-based decisions and bringing clear recommendations to leadership. The role coordinates marketing needs across divisions and advisors; plans events and campaigns; maintains marketing systems, data, and digital presence; tracks results; and works with compliance and subject matter experts to ensure marketing materials and messaging are appropriate. Success includes a trusted event calendar, effective client events and seminars, a practical request-prioritization process, sound vendor performance, and a consistent digital marketing cadence.

Requirements

3–6 years of marketing experience, ideally with meaningful event-planning and execution responsibility.
Comfort and confidence interacting with clients and prospects in person.
Experience managing outside vendors or agencies and holding them accountable for results.
A track record of balancing requests from multiple stakeholders and audiences.
Hands-on experience with a marketing automation platform and ability to run campaigns end to end.
Experience with a CRM and ability to keep client and prospect data organized and usable.
Clear writing and communication skills, including the ability to turn subject-matter-expert input into effective marketing.
Sound judgment and independence, with the ability to make and explain fact-based decisions and recommendations to senior leaders.
Strong organization and follow-through, including the ability to own a full calendar without close oversight.

Nice To Haves

Experience with Snappy Kraken.
Experience with comparable marketing automation platforms such as HubSpot or Constant Contact.
Experience with Wealthbox CRM.
Marketing experience in financial services, insurance, or professional services.
Familiarity with compliance review of marketing materials.
Strong transferable event and marketing experience.

Responsibilities

Own the strategy, calendar, and execution of client appreciation events, educational seminars, and COI-facing events across all three divisions.
Set goals for each event and align its format, guest list, and follow-up with those goals.
Represent the firm in person at events and build relationships with clients, prospects, and centers of influence.
Work with advisors and division leaders to tailor programming to each audience.
Set expectations for seminar marketing firms and review their performance regularly.
Work with seminar vendors on targeting and list strategy and hold them accountable for attendance and prospect quality.
Coordinate other agency and platform partners around the marketing calendar and priorities.
Manage day-to-day execution of Snappy Kraken, including campaign builds, email sequences, and content distribution.
Maintain and improve the website and digital presence across divisions.
Keep client and prospect data organized in Wealthbox CRM and ensure it stays synchronized with Snappy Kraken.
Track campaign and event results and use them to guide future investment.
Coordinate marketing needs across Wealth Management, CGAN, and Insurance.
Maintain a marketing and event calendar and a straightforward intake process that weighs requests against priorities, capacity, and budget.
Create templates and repeatable processes for marketing and event programming.
Keep leadership informed of results and progress and provide fact-based recommendations on time and budget.
Coordinate with the compliance team to ensure marketing materials are reviewed and approved on schedule.
Work with subject matter experts to develop accurate content and positioning.