Marketing Manager
Department: Marketing
Reports To: Head of Marketing / Chief Marketing Officer
Location: [Kitty Hawk, NC] (Hybrid)
Employment Type: Full-Time, Exempt
Travel: Up to 15%
About Blue Fund
Blue Fund is a wealth management firm dedicated to helping individuals, families, and institutions build long-term financial security through disciplined, transparent, and client-focused advice. We provide investment management, retirement planning, estate planning coordination, and wealth strategy services designed to support clients through every stage of life.
As we continue to grow, marketing plays an increasingly important role in building trust, strengthening advisor relationships, and communicating our value to prospective clients. We are seeking a Marketing Manager to help shape and execute that vision.
Position Overview
The Marketing Manager will lead the planning, execution, and measurement of Blue Fund’s marketing initiatives across brand, content, digital marketing, events, and advisor support. This role serves as the bridge between strategy and execution, partnering closely with leadership, advisors, compliance, and external vendors.
The ideal candidate combines strategic thinking with hands-on execution and understands how to communicate complex financial topics in a clear, compelling, and compliant manner.
Key Responsibilities
Marketing Strategy & Planning
* Develop annual and quarterly marketing plans aligned with firm growth objectives.
* Define target audiences and messaging strategies across client and prospect segments.
* Establish measurable goals for brand awareness, lead generation, client retention, and advisor support.
* Support market positioning and competitive differentiation efforts.
Brand & Content Marketing
* Maintain brand standards, messaging consistency, and voice across all channels.
* Manage the editorial calendar, including thought leadership, market commentary, educational content, and client communications.
* Write, edit, and oversee the creation of marketing content across digital and print formats.
* Translate complex financial concepts into accessible, client-friendly communications.
Digital Marketing
* Oversee website content, SEO, user experience, and conversion optimization.
* Manage email marketing campaigns, automation workflows, and audience segmentation.
* Coordinate paid and organic marketing initiatives across search and social channels.
* Support CRM integration, lead tracking, and marketing technology optimization.
Lead Generation & Advisor Support
* Execute demand-generation campaigns that drive qualified prospect engagement.
* Create advisor-facing and client-facing collateral, including presentations, one-pagers, and proposal materials.
* Partner with advisors on compliant personal branding and outreach initiatives.
* Monitor lead progression and conversion metrics throughout the client acquisition funnel.
Events & Partnerships
* Plan and execute seminars, webinars, client events, sponsorships, and community engagements.
* Coordinate vendors, logistics, promotion, and post-event follow-up.
* Measure event effectiveness and business impact.
Compliance & Risk Management
* Collaborate with compliance to ensure all marketing communications meet applicable regulatory requirements.
* Maintain approval workflows, documentation, and recordkeeping standards.
* Monitor regulatory developments affecting financial services marketing.
Analytics & Reporting
* Track campaign performance and marketing effectiveness through dashboards and reporting.
* Analyze data and recommend optimizations based on measurable outcomes.
* Manage marketing budgets and evaluate return on investment.
Vendor & Team Management
* Manage agencies, freelancers, technology vendors, and external partners.
* Support the development of junior team members as the department grows.
* Improve marketing processes, workflows, and operational efficiency.
Success in the Role
First 30 Days
* Gain a deep understanding of Blue Fund’s clients, advisors, services, and brand.
* Assess current marketing programs, technology, and performance.
* Identify immediate opportunities for improvement.
First 90 Days
* Deliver a documented marketing plan with defined priorities and metrics.
* Launch or optimize key campaigns.
* Establish regular reporting and stakeholder communication processes.
First Year
* Increase qualified lead generation and advisor engagement.
* Strengthen brand consistency across all channels.
* Build a scalable, measurable marketing engine that supports firm growth.
Qualifications
Required
* Bachelor’s degree in Marketing, Communications, Business, Finance, or a related field.
* 5+ years of marketing experience, including experience within financial services or another regulated industry.
* Proven success managing marketing programs from strategy through execution and analysis.
* Strong writing, editing, and communication skills.
* Experience with digital marketing, email campaigns, SEO, analytics, and website management.
* Familiarity with compliance review processes and regulated communications.
* Experience using CRM and marketing automation platforms.
* Strong project management and organizational skills.
Preferred
* Wealth management, asset management, banking, or financial advisory experience.
* Experience marketing to high-net-worth or institutional audiences.
* Knowledge of financial advertising and recordkeeping requirements.
* Event marketing and webinar management experience.
* Working familiarity with creative and design tools.
* Professional marketing certifications or relevant financial services credentials.
* Experience building processes within a growing organization.
Core Competencies
* Strategic thinking and execution
* Strong written and verbal communication
* Data-driven decision making
* Collaboration and stakeholder management
* Sound judgment and attention to detail
* Accountability and ownership
Technology Experience
Experience with several of the following is preferred:
* Salesforce, HubSpot, Redtail, or comparable CRM platforms
* Marketing automation systems
* Content management systems
* Email marketing tools
* Google Analytics and reporting platforms
* Search and social advertising platforms
* Creative collaboration and design tools
Compensation & Benefits
Blue Fund offers a competitive compensation package that includes:
* Competitive base salary
* Annual performance bonus
* Medical, dental, and vision insurance
* Retirement plan with employer match
* Paid time off and company holidays
* Parental leave
* Professional development and certification support
* Flexible hybrid work environment
Salary range will be determined based on experience, qualifications, and location.
Our Culture
We believe effective marketing is built on trust, clarity, and usefulness. We value thoughtful communication over hype, accountability over activity, and long-term relationships over short-term wins. Team members are given meaningful ownership, clear expectations, and the opportunity to make a measurable impact on the firm’s growth.
How to Apply
Please submit your resume and a brief cover note describing a marketing initiative you personally led, the results achieved, and key lessons learned. Portfolio samples are welcome.
Applications may be submitted to [careers@bluefund.com] or through [application link].
Equal Opportunity Employer
Blue Fund is an Equal Opportunity Employer and is committed to fostering an inclusive workplace. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.
