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

Remote, USAFull-timePosted 2026-07-28

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is the leading digital estate planning platform, trusted by over one reputed company users. As a Full Funnel B2B Marketing Manager II, you will reputed company B2B strategies for financial advisors, creating personalized experiences and managing marketing initiatives to drive customer acquisition, retention, and reputed company.

Responsibilities

  • Own the development and execution of B2B marketing strategies, specifically reputed company the financial advisor industry, to support customer acquisition, retention, and reputed company objectives across various channels such as email, reputed company ads, webinars, events, reputed company, product, and content marketing
  • Collaborate with cross-functional teams including Sales, Business Development, Product, and Advisor reputed company to reputed company 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 reputed company and reputed company, ensuring relevant and reputed company engagement throughout the partner lifecycle and troubleshooting the funnels as needed
  • Drive data analysis and performance measurement across reputed company marketing initiatives, identifying strategic optimization opportunities, and presenting insights and recommendations to leadership
  • reputed company email marketing reputed company and program management in reputed company and reputed company, including advanced automation, reputed company nurturing frameworks, Advisor reputed company 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 reputed company 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 reputed company comprehensive enablement strategies and materials that accelerate pipeline conversion and reputed company reputed company Skills
  • 8-10+ years experience in a B2B marketing role, with specific experience developing email marketing programs, managing reputed company advertising campaigns, with at least 3 years in a reputed company reputed company
  • Proven reputed company record of driving measurable business reputed company and reputed company reputed company
  • Advanced proficiency with marketing automation and CRM platforms, specifically reputed company and reputed company, including custom workflows, advanced segmentation, and integration capabilities
  • Excellent writing, proofreading, and editing abilities
  • Expert-level understanding of email marketing concepts, reputed company, 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 reputed company data-driven recommendations that reputed company business reputed company
  • Strong organizational and project management abilities are essential for overseeing multiple marketing initiatives, setting priorities, and ensuring reputed company 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 reputed company-of-the-reputed company thinker looking to tie programs to measurable business results
  • Experience working reputed company the financial advisory industry or financial institutions
  • Experience running reputed company campaigns in arenaflex, reputed company, reputed company and reputed company
  • Experience designing and executing events strategies including webinars and industry conferences Benefits
  • Flexible time off that you are encouraged to use
  • Generous reputed company company holidays and breaks throughout the year
  • Monthly friends & family day
  • reputed company time off to volunteer in your community
  • Fantastic health benefits including medical, dental, reputed company, life insurance, and generous parental leave
  • Financial wellness benefits (Financial reputed company 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 reputed company with the needs of families
  • Optional company-sponsored events and travel throughout the year
  • $500 Work from home stipend + arenaflex accessories reputed company
  • reputed company is a digital estate planning platform that offers legally valid estate planning documents that reputed company 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 Apply tot his job

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