Trust & Will · 9 hours ago
Full Funnel B2B Marketing Manager II, Financial Advisors
United States
Full-time
Remote
Senior Level, Lead/Staff
$110K/yr - $140K/yr
8+ years expTrust & Will is the leading digital estate planning platform, trusted by over one million users. As a Full Funnel B2B Marketing Manager II, you will elevate B2B strategies for financial advisors, creating personalized experiences and managing marketing initiatives to drive customer acquisition, retention, and growth.
LegalSoftwareWealth Management
Responsibilities
Own the development and execution of B2B marketing strategies, specifically within the financial advisor industry, to support customer acquisition, retention, and growth objectives across various channels such as email, paid ads, webinars, events, social, product, and content marketing
Collaborate with cross-functional teams including Sales, Business Development, Product, and Advisor Success to gather insights and data on customer behavior, preferences, and needs to inform initiatives
Own the creation of segmented journeys and personalized communication plans tailored to different segments in Iterable and Hubspot, ensuring relevant and timely engagement throughout the partner lifecycle and troubleshooting the funnels as needed
Drive data analysis and performance measurement across all marketing initiatives, identifying strategic optimization opportunities, and presenting insights and recommendations to leadership
Lead email marketing strategy and program management in Iterable and Hubspot, including advanced automation, lead nurturing frameworks, Advisor onboarding programs, and expansion initiatives
Complete execution of email flows and campaigns, including content creation, email design, A/B testing, scheduling, and deployment, while maintaining accuracy and attention to detail
Manage paid advertising campaigns, including planning, execution, monitoring, and optimization to ensure effective budget utilization and maximized ROI
Collaborate with the Content and Design teams to create compelling assets and collateral for campaign use, ensuring alignment with brand guidelines and messaging
Partner with Sales leadership to develop comprehensive enablement strategies and materials that accelerate pipeline conversion and revenue growth
Qualification
Required
8-10+ years experience in a B2B marketing role, with specific experience developing email marketing programs, managing paid advertising campaigns, with at least 3 years in a lead capacity
Proven track record of driving measurable business impact and revenue growth
Advanced proficiency with marketing automation and CRM platforms, specifically HubSpot and Iterable, including custom workflows, advanced segmentation, and integration capabilities
Excellent writing, proofreading, and editing abilities
Expert-level understanding of email marketing concepts, HTML, metrics, and the laws governing business email use and an emphasis on experimentation
Advanced experience in running logic queries to build segmentation and lists
Strong analytical capabilities with proven ability to synthesize marketing data, identify trends, derive strategic insights, and make data-driven recommendations that impact business outcomes
Strong organizational and project management abilities are essential for overseeing multiple marketing initiatives, setting priorities, and ensuring timely execution
Excellent communicator and collaborator
Intellectually curious: you're constantly seeking to understand and internalize various subject areas of a technical business model along with industry best practices and trends
Entrepreneurial, results-driven, and outside-of-the-box thinker looking to tie programs to measurable business results
Preferred
Experience working within the financial advisory industry or financial institutions
Experience running paid campaigns in Google, LinkedIn, Meta and Reddit
Experience designing and executing events strategies including webinars and industry conferences
Benefits
Flexible time off that you are encouraged to use
Generous paid company holidays and breaks throughout the year
Monthly friends & family day
Paid time off to volunteer in your community
Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave
Financial wellness benefits (Financial coach support, and employer-sponsored 401k with an employer match)
Guest speakers & reimbursement for learning opportunities
Flexible work schedule + hours
Family-friendly work environment. We support the complexity of a remote world with the needs of families
Optional company-sponsored events and travel throughout the year
$500 Work from home stipend + Apple accessories
Company
Trust & Will
Trust & Will is a digital estate planning platform that offers legally valid estate planning documents that comply with state guidelines.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$82MKey Investors
CurqlModerne PassportModerne Ventures
2025-04-22Series C· $4.5M
2025-04-10Non Equity Assistance
2025-03-11Series C· $29.5M
Leadership Team
Cody Barbo
Founder & CEO
Daniel Goldstein
COO & Co-Founder
Recent News
2025-12-08
2025-11-19
Company data provided by crunchbase