About this role
Rockstar is recruiting for a dynamic and growth-oriented retirement solutions firm. The company is a hands-on, client-focused organization that drives growth through strategic marketing and educational seminars. They are seeking a marketing leader who can build and execute integrated campaigns that generate qualified prospects and strengthen client relationships.
Position OverviewThis firm is seeking a hands-on Marketing Lead to drive the organization's growth through strategic marketing initiatives, seminar programs, and lead generation systems. This role combines marketing strategy, campaign execution, and team leadership to ensure the company uses a data-driven approach in developing and executing every marketing initiative, from digital advertising to educational seminars, with measurable results.
The Marketing Lead will oversee key marketing functions and team members, ensuring that brand messaging, digital campaigns, events, and lead follow-up operate as one coordinated system that consistently generates qualified prospects and strengthens client engagement. This role is ideal for someone who can think strategically, execute tactically, and manage a small but high-impact marketing team.
Key ResponsibilitiesMarketing Leadership & StrategyDevelop and execute an integrated marketing strategy aligned with firm growth goalsEnsure consistent messaging across all marketing channels and client touchpointsMonitor marketing performance and continuously optimize campaigns for ROICollaborate with leadership to support advisor growth and prospect development
Team LeadershipOversee and coordinate the work of:
Brand & Content ManagerDigital Advertising / Active Campaign ManagerEvent & Office Manager (Client Concierge)Responsibilities include:
Setting priorities and campaign timelinesEnsuring cross-team collaborationMaintaining accountability for execution and results
Seminar & Event MarketingSeminars are a core growth driver for the firm.
Responsibilities include:
Oversee planning, promotion, and execution of prospect seminars and client eventsEnsure attendance targets are met through effective marketing campaignsCoordinate messaging, invitations, landing pages, and registration systemsEnsure high-quality event experience for prospects and clients
Lead Management & ConversionEnsure all leads from events, digital campaigns, and referrals are captured and trackedImplement systems for post-seminar follow-up and lead nurturingMonitor conversion metrics from registration → attendance → appointment → clientWork with advisors to improve prospect engagement and conversion rates
Digital Campaign OversightManage and optimize paid digital campaigns and marketing automation systemsEnsure campaigns support seminar promotion and ongoing lead generationAnalyze performance metrics and adjust campaigns accordingly
Key Performance Indicators (KPIs)Success in this role will be measured by:
Lead GenerationQualified leads generated per campaignCost per leadSeminar registrationsEvent PerformanceSeminar attendance ratesAppointment conversion from eventsClient event participationMarketing EfficiencyCampaign ROILead follow-up completion ratesDigital campaign performance metricsGrowth ContributionContribution of marketing to new client acquisitionAdvisor pipeline support
Qualifications5+ years of marketing leadership or campaign management experienceStrong experience with lead generation and event marketingExperience managing digital marketing campaigns, including social media and paid advertisementProven ability to manage multiple projects and team membersStrong analytical and project management skillsExperience in financial services, professional services, or advisory firms preferredExperience with Wealthbox, Active Campaign, Google Suite, Slack and AP tool preferred
Ideal Candidate ProfileStrategic thinker who is highly execution-focusedComfortable managing people while remaining hands-onData-driven with strong marketing analytics skillsSkilled at coordinating campaigns, events, and lead systems