Marketing Specialist

Description

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.

Full-time

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.

• 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.

• 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.

• 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, Hub Spot, FMG, and reporting tools.
• Identify opportunities to improve conversion rates, engagement, and Advisor growth through testing and optimization.

• 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 to improve list hygiene, segmentation logic, and campaign structure to maximize engagement.
• Support CRM and marketing platform optimization to improve efficiency and scalability.

At RFG, we believe marketing should be both inspired and organized. You’ll join a collaborative, high-energy team where your ability to manage details, drive projects forward, and build relationships makes a visible difference every day.

You’ll work alongside creative thinkers, strategic leaders, and advisors who are growing their businesses with your help.

• Competitive salary + bonus pool
• Generous PTO, paid holidays, and charitable service day
• Health, dental, and vision with RFG stipend; FSA/HSA options
• Lifestyle Spending Account
• Pet insurance
• 401(k) with Safe Harbor contribution
• Paid parental leave; STD/LTD; life insurance
• Surface Pro + home office setup
• Professional development opportunities
• Loads of RFG swag

The targeted salary for this role is $75,000-$85,000 DOE.

At RFG Advisory, we’re building the RIA of the Future - empowering growth-minded independent advisors to scale their businesses without compromise. We remove friction so advisors can focus on what matters most: building meaningful relationships and growing enterprise value.

Our culture is high energy, all-in, awesome. We show up with servant hearts and growth mindsets. We iterate to excellence, lead boldly, and commit to getting 1% better every day.

If you’re driven to build, ready to collaborate, and energized by possibility - you’ll fit right in.

• 5+ years of experience in digital marketing, marketing automation, or performance marketing
• Strong proficiency in marketing automation platforms (Salesforce…