[Remote] Full Funnel B2B Marketing Manager II, Financial Advisors

Note: The job is a remote job and is open to candidates in USA. Trust & 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. 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 Skills • 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 • 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 Overview • Trust & Will is a digital estate planning platform that offers legally valid estate planning documents that comply with state guidelines. It was founded in 2017, and is headquartered in San Diego, California, USA, with a workforce of 51-200 employees. Its website is https://www.trustandwill.com. Apply tot his job Apply To this Job