HB Wealth · 1 week ago
Senior Manager, Digital Marketing
Atlanta, GA
Full-time
Hybrid
Senior Level
7+ years expHB Wealth is a national, independent wealth management firm seeking a Senior Manager, Digital Marketing to generate and convert qualified inbound leads through digital strategies. The role involves optimizing digital channels, executing content campaigns, and collaborating with internal and external stakeholders to drive organic growth.
BankingFinancial ServicesVenture Capital
Responsibilities
Develop and execute digital strategies to attract qualified leads via SEO, SEM, paid social, display and other digital channels
Manage relationships with paid media and search agencies to ensure alignment with performance goals
Drive growth in sales qualified leads (SQLs) and marketing qualified leads (MQLs), with a focus on those attributable to generative AI initiatives
Own and optimize the lead nurturing program using marketing automation tools
Design and implement workflows that convert cold leads to engaged prospects
Lead website optimization efforts to improve conversion rates (meeting requests, gated content downloads)
Conduct A/B testing and CRO initiatives to enhance user experience and funnel performance
Partner with content creators and internal teams to develop assets that attract and convert high-value prospects
Ensure messaging and campaigns are tailored to the needs and behaviors of high-net-worth and ultra-high-net-worth audiences
Qualification
Required
Bachelor's degree in Marketing, Communications, or a related field
7+ years of experience in digital marketing, with a strong focus on lead generation and performance marketing
Proven success in managing paid media and SEO strategies
Hands-on experience with marketing automation platforms (e.g., HubSpot, Active Campaign), SEO tools (SEMRush, Conductor), and Google Analytics
High proficiency with the Microsoft Office Suite, specifically Excel
Self-starter with initiative and exceptional attention to detail who can balance multiple projects and demands in a fast-paced, dynamic, and entrepreneurial environment
When challenged, demonstrate intellectual curiosity and tenacity to find a solution
Seek to understand the needs of our clients, provide superior services to meet those needs and to earn their trust, respect, and confidence
Excellent written and oral communication skills
Commitment to meeting established deadlines and managing time effectively
Client-first attitude, professional demeanor, personal integrity, and an understanding of fiduciary responsibility
Highly organized with excellent follow-through
Positive attitude and strong work ethic
Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of colleagues
Willingness to 'pitch in' when necessary
Commitment to learning about the wealth management industry
Ability to successfully pass criminal background / credit check required
Benefits
Competitive PTO/Holiday policy
401k match
1st day eligible benefits offering; medical, dental, vision, telemed, disability, +
Paid Maternity/Paternity leave
Fun and welcoming office environment with monthly and quarterly events
Ability to work remotely 20%
Cell phone stipend
EPP
Company
HB Wealth
Founded in 1989, HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
TPG Growth
2024-09-26Private Equity
Leadership Team
Joanna Irwin
Chief Marketing Officer, Shareholder
Michael A. Woocher
Chief Advisory Officer and Principal
Recent News
Seattle TechFlash
2025-08-29
2025-07-24
2025-07-22
Company data provided by crunchbase