Marketing Manager

## Marketing Manager Apply locations:
Holmdel, NJ:
Conshohocken, PA:
Warrendale, PA:
Erie, PAtime type:
Full time posted on:
Posted 10 Days Agojob requisition :
JR100160

HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets under management. 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. As an industry leader and innovator, HBKS is investing in resources and technology to ensure long-term growth.  

Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our people choose their own career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.  

We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we’ve made something happen for our clients. If you want a career that is all about helping people, you’re the kind of person we’re looking for.

Please read on to discover if you could see yourself joining the HBKS Wealth Advisor Family.  
** SUMMARY
* * 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.
** 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
** Advisor Support & Business Development (30%)
*** 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
** Content & Thought Leadership (15%)
*** Develop wealth management content including blogs, articles, client communications, and newsletters
*…