VP, Senior Manager of Prospect & B2B Growth Marketing
Core
Lead advisor recruiting growth across IBDs and RIAs by owning the full prospect funnel from lead generation through sales handoff.
Role type
Senior Manager of Growth Marketing (B2B/Recruiting)
Builds
Scalable prospecting engine for financial services advisor acquisition
Domain
Financial Services / Securities / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Growth marketing strategy, multi-channel campaign execution, funnel optimization, lead scoring and qualification, Salesforce management, Tableau analytics, team leadership, compliance partnership
Preferred skills
Experience in securities/brokerage/fintech, advanced degree, executive-level stakeholder influence
Technologies
Salesforce, Marketing Cloud, Tableau, Customer Data Platforms
Responsibilities
Own end-to-end IBD and RIA prospect funnel including lead generation and conversion; Develop and execute multi-channel marketing strategies; Create targeted segmentation and nurture programs; Monitor funnel performance and resolve gaps; Partner with Sales, Recruiting, Product, and Compliance teams; Build repeatable processes for lead nurturing and sales handoff; Manage marketing budgets and campaign execution; Coach and develop a high-performing team
Seniority
Senior Manager, hands-on leadership
