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Marketing Manager, Enterprise & Strategic Segments

Leads strategy and execution for marketing to HNW/UHNW, 401k sponsors, and institutional audiences, building campaigns, sales materials, and enablement tools to drive leads and conversions. Requires 5-8+ years in financial services marketing with hands-on execution and automation expertise.

Dallas, TXProduct MarketingHybrid5+ YOE

About the role

Responsibilities

  • Define and refine segment positioning, messaging, and value propositions for HNW, UHNW, 401k plan sponsors, and institutional audiences.
  • Build and execute integrated marketing plans and targeted digital campaigns to generate qualified leads and support conversion.
  • Design, launch, and iterate multi-channel online campaigns (email, webinars, digital content), including AI-powered automated drip journeys.
  • Create scalable sales and advisor enablement materials (decks, one-pagers, playbooks, email templates, event-in-a-box kits).
  • Serve as marketing point of contact for institutional sales materials, elevating RFP-related content and presentations.
  • Establish operating rhythm with clear KPIs and reporting in first 90 days.

Requirements

  • Proven track record as hands-on marketer (70% execution / 30% strategy initially).
  • Results-driven mindset linking marketing to business outcomes (leads, conversion, revenue, AUM).
  • 5-8+ years marketing experience in financial services, wealth/asset management, with HNW/UHNW or institutional exposure.
  • Strong experience in sales enablement and go-to-market support for complex deals.
  • Working knowledge of marketing automation for segmentation, personalization, automated drip campaigns.
  • Collaborative, organized, able to lead cross-functional initiatives with moderate travel.

Nice-to-Haves

  • Working knowledge of HubSpot or similar for dashboards, lists, reports.

Compensation & Benefits

  • Competitive comp package.
  • Full health benefits + 401(k) matching & Roth IRA options.
  • Unlimited PTO.

Skills

HubSpotMarketing AutomationSales EnablementEmail CampaignsDigital CampaignsWebinarsAi Drip JourneysContent StrategyMarketing AnalyticsSegmentationPersonalizationRfp Materials

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