Partnership Growth and Marketing Manager

CMG Financial

1d•Onsite

About The Position

The Partnership Growth and Marketing Manager supports and scales the Joint Venture (JV) channel by driving growth through strategic onboarding, recruiting support, marketing initiatives, and retention efforts. This is a highly cross-functional role that partners closely with JV leaders and internal teams to improve capture rate, increase production, and enhance the overall partner and loan officer experience.

Requirements

5+ years of experience in marketing, partnerships, business development, or a related growth-focused role.
Experience within mortgage, financial services, or a JV/partnership-driven environment preferred.
Proven track record of driving growth initiatives and improving performance metrics.
Experience working cross-functionally with sales, recruiting, and leadership teams.
Strong understanding of onboarding, retention, and lifecycle strategies.
Ability to manage multiple priorities in a fast-paced environment.
Experience using data and insights to inform strategy and decision-making preferred.
Advanced proficiency in Microsoft Excel for tracking performance and analyzing data.
Experience with CRM platforms such as Salesforce, Surefire, or similar systems.
Familiarity with project management tools such as Wrike or comparable platforms.
Experience with Canva or similar tools for light marketing execution.
Comfort with email marketing platforms and campaign management.
Ability to manage and update content within internal platforms (e.g., CMG Life intranet) to support communication and visibility.

Responsibilities

Lead Partner directly with JV leaders to identify and execute growth opportunities across each joint venture.
Drive initiatives that improve capture rate, production, and overall JV performance.
Analyze performance gaps and implement strategies to increase volume and retention.
Lead onboarding strategy for new loan officers and JV partners.
Develop and refine onboarding processes to accelerate productivity and integration.
Support recruiting efforts by effectively positioning the value of the JV platform.
Partner with leadership to identify, attract, and engage top talent.
Monitor loan officer satisfaction and proactively address retention risks.
Identify and implement marketing opportunities that drive business growth.
Collaborate with internal marketing teams to execute campaigns while owning overall strategy and results.
Introduce creative, scalable ideas to expand JV growth beyond standard practices.
Serve as a strategic partner to JV leaders and cross-functional teams.
Ensure alignment between growth strategies and execution.
Support and align event strategy, local market presence, and sourcing initiatives to drive engagement and production.
Complete other duties and/or projects as assigned.