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Marketing Manager
Job in
Conshohocken, Montgomery County, Pennsylvania, 19428, USA
Listed on 2026-03-16
Listing for:
HBK CPAs & Consultants
Full Time
position Listed on 2026-03-16
Job specializations:
-
Marketing / Advertising / PR
Digital Marketing, Marketing Manager
Job Description & How to Apply Below
About HBKS Wealth Management
HBKS Wealth Management is a leading wealth advisory firm with $7.2 billion in assets under management and $48 million in revenue. As part of the HBK family of companies-which includes HBK CPAs & Consultants, Vertilocity, and HBKVG-we provide comprehensive financial planning, investment management, and wealth advisory services to high-net-worth individuals, families, and businesses.
We're committed to delivering exceptional client experiences and driving measurable growth through strategic, data-driven marketing.
Position Overview
We're seeking 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.
This is a unique opportunity to shape marketing strategy for a rapidly growing wealth management firm, work directly with executive leadership, and make an immediate, measurable impact on business results.
Key Responsibilities
Digital Marketing & Lead Generation (40%)
- Develop and execute integrated digital marketing campaigns to generate qualified leads and drive AUM growth
- Demonstrated track record of generating qualified leads with measurable conversion rates and cost-per-acquisition metrics in wealth management or financial services
- 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 Hub Spot
- 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
Experience & Background
- 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 (Hub Spot strongly preferred)
- Strong project management skills with ability to manage multiple priorities simultaneously
- Digital marketing expertise: SEO/SEM, paid advertising…
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