OnePoint BFG Wealth Partners · 11 hours ago
Demand and Lead Generation Marketing Manager
OnePoint BFG is a purpose-driven wealth management firm with a 30+ year legacy, committed to clarity, confidence, and client-first service. They are seeking a Demand and Lead Generation Marketing Manager to build and own their demand and lead generation engine end-to-end, focusing on designing, implementing, and optimizing performance-driven campaigns across digital channels.
Responsibilities
Own and execute the end-to-end demand generation strategy, taking responsibility for both setting direction and personally driving programs that impact pipeline and revenue
Design, launch, and optimize multi-channel campaigns (email, paid media, social, SEO, webinars, nurture, events), remaining hands-on in execution while prioritizing the highest-impact work
Operate effectively in ambiguity, turning loosely defined business goals into clear plans, testable campaigns, and measurable outcomes
Apply a disciplined test-and-learn approach, personally developing hypotheses, running experiments, and iterating quickly based on performance and ROI
Partner closely with Sales and senior leadership, translating revenue objectives into executable demand programs and adjusting tactics in real time as priorities evolve
Build, manage, and actively use marketing automation and CRM systems, owning lead flow, scoring, nurturing, and handoff—not delegating them away
Track, analyze, and act on performance data, moving beyond reporting to make informed decisions and adjustments day-to-day
Set a high execution bar and mentor others by example, combining strategic guidance with hands-on contribution to elevate overall team performance
Continuously assess new channels, tools, and trends in digital marketing and financial services, testing and implementing what drives results
Qualification
Required
7+ years of experience in demand generation or digital marketing, preferably with some experience in financial services
Proven ability to develop strategy and execute campaigns that deliver measurable results
Strong knowledge of digital channels (SEO, SEM, paid social, email, content marketing)
Experience with Salesforce CRM and marketing automation platforms (e.g., HubSpot, Pardot, Marketo)
Experience with marketing automation platforms and CRM systems
Analytical mindset with a passion for data-driven decision-making
Excellent communication and project management skills
Experience leading, mentoring, or coaching others throughout your career
Benefits
Be part of a fast-growing, purpose-driven firm recognized as one of Financial Planning’s Best RIAs to Work For (2025).
Work in a collaborative culture that values innovation, client care, and professional growth.
Company
OnePoint BFG Wealth Partners
Ascend Beyond Wealth. Realize next level success with a financial relationship built for life. Our new name says it all: OnePoint.
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Rise Growth Partners
2024-08-20Private Equity
Leadership Team
Recent News
2025-06-26
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