Full Funnel B2B Marketing Manager II, Financial Advisors

About This Role

The Full Funnel B2B Marketing Manager II will elevate the B2B strategy for financial advisors, creating personalized experiences from initial brand touchpoint through purchase and beyond. This role is crucial for a mission-driven, growth-stage startup, directly impacting millions of lives by simplifying estate planning.

Responsibilities

• Own the development and execution of B2B marketing strategies for the financial advisor industry, supporting customer acquisition, retention, and growth objectives across channels like email, paid ads, webinars, events, social, product, and content marketing
• Collaborate with cross-functional teams including Sales, Business Development, Product, and Advisor Success to gather insights and data on customer behavior, preferences, and needs to inform initiatives
• Own the creation of segmented journeys and personalized communication plans tailored to different segments in Iterable and Hubspot
• Drive data analysis and performance measurement across all marketing initiatives, identifying strategic optimization opportunities, and presenting insights and recommendations to leadership
• Lead email marketing strategy and program management in Iterable and Hubspot, including advanced automation, lead nurturing frameworks, Advisor onboarding programs, and expansion initiatives
• Complete execution of email flows and campaigns, including content creation, email design, A/B testing, scheduling, and deployment
• Manage paid advertising campaigns, including planning, execution, monitoring, and optimization to ensure effective budget utilization and maximized ROI
• Collaborate with the Content and Design teams to create compelling assets and collateral for campaign use
• Partner with Sales leadership to develop comprehensive enablement strategies and materials that accelerate pipeline conversion and revenue growth

Requirements

• 8-10+ years experience in a B2B marketing role
• Specific experience developing email marketing programs
• Experience managing paid advertising campaigns
• At least 3 years in a lead capacity within marketing
• Proven track record of driving measurable business impact and revenue growth
• Advanced proficiency with marketing automation and CRM platforms, specifically HubSpot and Iterable
• Excellent writing, proofreading, and editing abilities
• Expert-level understanding of email marketing concepts, HTML, metrics, and laws governing business email use
• Advanced experience in running logic queries to build segmentation and lists
• Strong analytical capabilities with proven ability to synthesize marketing data, identify trends, derive strategic insights, and make data-driven recommendations
• Strong organizational and project management abilities
• Excellent communicator and collaborator
• Intellectually curious and able to understand technical business models, industry best practices and trends
• Entrepreneurial, results-driven, and outside-of-the-box thinker

Qualifications

• 8-10+ years experience in a B2B marketing role, with specific experience developing email marketing programs, managing paid advertising campaigns, with at least 3 years in a lead capacity.

Nice to Have

• Experience working within the financial advisory industry or financial institutions
• Experience running paid campaigns in Google, LinkedIn, Meta and Reddit
• Experience designing and executing events strategies including webinars and industry conferences

Skills

* Required skills

Benefits