Marketing Specialist

Rfg Advisory•Vestavia Hills, AL

12d•$75,000 - $85,000•Hybrid

About The Position

RFG Advisory is redefining Advisor marketing, and we’re looking for a data-driven digital marketer who can help us elevate how our Advisors grow. This role is built for someone who thrives at the intersection of analytics and action , someone with multi-channel marketing expertise and technical capability who can confidently implement tailored strategies for growth. You’ll work alongside our talented team and vendor partners to help Advisors build their businesses without compromise. We’re looking for a self-motivated, curious professional who excels in execution , thrives in dynamic environments , and is passionate about iterating processes . RFG is on a strong growth trajectory, and we’re excited to welcome a new member to our expanding team. Please note: Prior experience in financial services or a regulated industry is preferred. Location: This position is based in Birmingham, AL , with a hybrid schedule (3 days in-office, 2 remote). Remote work will be considered for the right candidate; occasional travel to Birmingham may be required.

Requirements

5+ years of experience in digital marketing, marketing automation, or performance marketing
Strong proficiency in marketing automation platforms (Salesforce Marketing Cloud/Pardot, HubSpot, Marketo, etc.)
Experience with GA4, Looker Studio, Tableau, or similar reporting tools
Comfort analyzing performance data and making strategic recommendations
Understanding of segmentation, lifecycle marketing, and conversion optimization
Experience collaborating with web or development teams on UX enhancements
Strong project management skills in structured or Agile environments
Strong communication and customer engagement acumen

Nice To Haves

Experience with HubSpot/Salesforce
Financial services, RIA, or regulated industry experience
Basic understanding of HTML/CSS for email or landing page optimization
Experience building dashboards or working with SQL
Familiarity with compliance review workflows
Proficiency in Graphic Design, Adobe Creative Suite, or related creative skills

Responsibilities

Advisor Growth Partnership Collaborate with Advisors to translate business goals into growth strategies through proactive planning, strategic support, and service implementation.
Recommend data-backed marketing approaches tailored to Advisor audiences.
Serve as a trusted resource on automation, campaign performance, and digital best practices.
Help Advisors understand not just what happened, but why.
Cross-Functional Collaboration Work closely with design, content, compliance, and web/development teams to enhance digital experiences.
Operate in a sprint-based or structured workflow environment to manage projects effectively.
Continuously refine internal marketing systems and processes.
Digital Strategy & Optimization Partner with internal teams to create landing pages, digital journeys, and enhance user experience.
Analyze Advisor marketing performance across email, web, and digital campaigns using GA4, HubSpot, FMG, and reporting tools.
Identify opportunities to improve conversion rates, engagement, and Advisor growth through testing and optimization.
Marketing Automation & Campaign Architecture Design and optimize automated marketing workflows (email journeys, nurture sequences, segmentation strategies).
Lead A/B testing initiatives across subject lines, content, and landing experiences.
Work closely with internal and external stakeholders improve list hygiene, segmentation logic, and campaign structure to maximize engagement.
Support CRM and marketing platform optimization to improve efficiency and scalability.