CareerPlan

VP, Senior Manager of Prospect & B2B Growth Marketing

San Diego, CAFull-time$120k–$150k2026-07-20 → 2026-11-12

Core

Lead advisor recruiting growth across IBDs and RIAs by owning the full prospect funnel from lead generation through qualification, nurture, and sales handoff.

Role type

Senior Manager of B2B Growth Marketing

Builds

Scalable prospecting engine for financial services advisors

Domain

Financial services / Securities / Wealth management

Required skills

Growth marketing, performance media, lifecycle marketing, funnel optimization, lead scoring, Salesforce, Marketing Cloud, Tableau, budget management, team leadership, compliance partnership

Preferred skills

Advanced degree, experience in fintech or wealth management

Technologies

Salesforce, Marketing Cloud, Tableau, Customer Data Platforms

Responsibilities

Own end-to-end IBD and RIA prospect funnel including lead generation, pipeline growth, and conversion; Develop and execute multi-channel marketing strategies across paid media, content, events, and email; Create targeted segmentation, messaging, and nurture programs; Monitor funnel performance and resolve gaps; Partner with Sales, Recruiting, Product, Legal, and Compliance teams; Build repeatable processes for lead nurturing and sales handoff; Manage marketing budgets and campaign execution; Build, coach, and develop a high-performing team

Seniority

Senior, hands-on IC with team management