Marketing & Growth Manager

Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience, strategies, and solutions needed to support their vision of wealth. With a focus on integrity, strong relationships, and client-centric solutions, we are building the future of wealth management.

As we continue to grow, we are seeking a Marketing & Growth Manager to own the systems, audience intelligence, and follow-up that turn our visibility into qualified client relationships.

This is deliberately a behind-the-scenes, centralized role that supports the wealth management advisors – who are the face of the firm. This role will work under the guidance of the executive team to execute our existing business growth strategy and grow new client opportunities, across our target segments.

The defining requirement is a genuine curiosity about our target clients. We are not looking for someone who runs a campaign calendar and reports open rates. We are looking for someone who studies a room — a registration list, a webinar audience, a referral pattern from a center of influence — and sees the specific, timely opportunity sitting inside it. Where most people see a list of names, you should see life stages, ages, professions, and transitions, and an obvious next move that nobody asked you to find.

We are not looking for an order taker, but for someone who thinks critically and commercially about the work, contributes ideas that advance it, and gets genuinely excited about finding a better way to do something. Execution and meticulous follow through are essential to success in this role.

• Develop deep, working fluency in our client profile: life stage, profession, liquidity events, family structure, wealth transfer timing, and the moments that make planning urgent
• Interrogate every audience list we touch — event registrations, webinar attendees, podcast listeners, subscribers, COI networks — for patterns worth acting on
• Build segmentation and contact data in Hub Spot that reflects real client circumstances rather than generic marketing categories
• Bring forward specific, timely campaign, workshop, and event ideas grounded in what the data shows about a real group of real people — proactively, without being asked
• Understand enough about the business — planning, retirement, Medicare timing, wealth transfer, business exits — to tell a commercially meaningful observation from noise

• Design and run follow-up specific to the person and the moment, not a one-size-fits-all drip
• Own the marketing-to-advisor handoff: every qualified contact routed to the right advisor, with context, before interest goes cold
• Build nurture sequences mapped to life stage and readiness
• Track movement from first touch to qualified conversation to client, and know precisely where prospects stall
• Work with advisors to understand what a productive first conversation sounds like, then build the marketing that produces more of them

• Work with leadership to develop and track the marketing budget and support the optimal allocation of resources across each marketing channel and initiative.
• Own the master marketing and content calendar and execute campaigns across email, social, website, and events.
• Own the full arc of events — targeted invitation lists and pre-event segmentation, logistics and onsite support, structured post-event follow-up.
• Own Hub Spot…