Description
HB Wealth (HB) is a national independent fee-only wealth management firm headquartered in Atlanta GA with additional offices in Palm Beach Gardens and Tampa FL; Alpharetta Augusta and Sandy Springs GA; Towson and Columbia MD; Charlotte NC; Columbia and Greenville SC; and Nashville TN.
Founded in 1989 HB provides wealth advisory services investment management and family office services to primarily high-net-worth individuals families and institutions. With over $29 billion in assets under management as of October 31 2025 our team collaborates across all locations to deliver The Fiduciary Standard Elevatedbringing unwavering financial peace of mind to the clients we are privileged to serve.
At HB Wealth we foster a healthy collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning growing sharing ideas and making a meaningful impact for our clients.
Position Summary
HB Wealth is seeking a Senior Manager Digital Marketing to generate and convert qualified inbound leads through organic and paid digital strategies optimize digital channels for conversion and execute our generative engine optimization strategy. This position will work closely with internal stakeholders and external agencies to create compelling content and campaigns that drive organic growth.
Job Responsibilities
Lead Generation & Performance Marketing
- Develop and execute digital strategies to attract qualified leads via SEO SEM paid social display and other digital channels.
- Manage relationships with paid media and search agencies to ensure alignment with performance goals.
- Drive growth in sales qualified leads (SQLs) and marketing qualified leads (MQLs) with a focus on those attributable to generative AI initiatives.
Lead Nurturing & Marketing Automation
- Own and optimize the lead nurturing program using marketing automation tools.
- Design and implement workflows that convert cold leads to engaged prospects.
Website & Conversion Optimization
- Lead website optimization efforts to improve conversion rates (meeting requests gated content downloads).
- Conduct A/B testing and CRO initiatives to enhance user experience and funnel performance.
Collaboration & Content Strategy
- Partner with content creators and internal teams to develop assets that attract and convert high-value prospects.
- Ensure messaging and campaigns are tailored to the needs and behaviors of high-net-worth and ultra-high-net-worth audiences.
Requirements
- Self-starter with initiative and exceptional attention to detail who can balance multiple projects and demands in a fast-paced dynamic and entrepreneurial environment.
- When challenged demonstrate intellectual curiosity and tenacity to find a solution.
- Seek to understand the needs of our clients provide superior services to meet those needs and to earn their trust respect and confidence.
- Excellent written and oral communication skills.
- Commitment to meeting established deadlines and managing time effectively.
- Client-first attitude professional demeanor personal integrity and an understanding of fiduciary responsibility.
- Highly organized with excellent follow-through.
- Positive attitude and strong work ethic.
- Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of colleagues.
- Willingness to pitch in when necessary.
- Commitment to learning about the wealth management industry.
- Ability to successfully pass criminal background / credit check required.
Required Qualifications:
- Bachelors degree in Marketing Communications or a related field.
- 7 years of experience in digital marketing with a strong focus on lead generation and performance marketing.
- Proven success in managing paid media and SEO strategies.
- Hands-on experience with marketing automation platforms (e.g. HubSpot Active Campaign) SEO tools (SEMRush Conductor) and Google Analytics.
- High proficiency with the Microsoft Office Suite specifically Excel.
Benefits
- Competitive PTO/Holiday policy
- 401k match
- 1st day eligible benefits offering; medical dental vision telemed disability
- Paid Maternity/Paternity leave
- Fun and welcoming office environment with monthly and quarterly events
- Ability to work remotely 20%
- Cell phone stipend
- EPP
Why HB Wealth is a great place to work
Employees enjoy the collaborative inclusive team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities our client base and the comprehensive benefit package round out the competitive compensation.
HB Wealth is an Equal Employment Opportunity Employer. HB Wealth only invites professionals to join us who share our values of hard work meritocracy respect for others diversity and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected it is empowering it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference creativity and spirit. It is in our DNA and we like it that way.
Required Experience:
Senior Manager
Full-timeDescriptionHB Wealth (HB) is a national independent fee-only wealth management firm headquartered in Atlanta GA with additional offices in Palm Beach Gardens and Tampa FL; Alpharetta Augusta and Sandy Springs GA; Towson and Columbia MD; Charlotte NC; Columbia and Greenville SC; and Nashvill...
Description
HB Wealth (HB) is a national independent fee-only wealth management firm headquartered in Atlanta GA with additional offices in Palm Beach Gardens and Tampa FL; Alpharetta Augusta and Sandy Springs GA; Towson and Columbia MD; Charlotte NC; Columbia and Greenville SC; and Nashville TN.
Founded in 1989 HB provides wealth advisory services investment management and family office services to primarily high-net-worth individuals families and institutions. With over $29 billion in assets under management as of October 31 2025 our team collaborates across all locations to deliver The Fiduciary Standard Elevatedbringing unwavering financial peace of mind to the clients we are privileged to serve.
At HB Wealth we foster a healthy collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning growing sharing ideas and making a meaningful impact for our clients.
Position Summary
HB Wealth is seeking a Senior Manager Digital Marketing to generate and convert qualified inbound leads through organic and paid digital strategies optimize digital channels for conversion and execute our generative engine optimization strategy. This position will work closely with internal stakeholders and external agencies to create compelling content and campaigns that drive organic growth.
Job Responsibilities
Lead Generation & Performance Marketing
- Develop and execute digital strategies to attract qualified leads via SEO SEM paid social display and other digital channels.
- Manage relationships with paid media and search agencies to ensure alignment with performance goals.
- Drive growth in sales qualified leads (SQLs) and marketing qualified leads (MQLs) with a focus on those attributable to generative AI initiatives.
Lead Nurturing & Marketing Automation
- Own and optimize the lead nurturing program using marketing automation tools.
- Design and implement workflows that convert cold leads to engaged prospects.
Website & Conversion Optimization
- Lead website optimization efforts to improve conversion rates (meeting requests gated content downloads).
- Conduct A/B testing and CRO initiatives to enhance user experience and funnel performance.
Collaboration & Content Strategy
- Partner with content creators and internal teams to develop assets that attract and convert high-value prospects.
- Ensure messaging and campaigns are tailored to the needs and behaviors of high-net-worth and ultra-high-net-worth audiences.
Requirements
- Self-starter with initiative and exceptional attention to detail who can balance multiple projects and demands in a fast-paced dynamic and entrepreneurial environment.
- When challenged demonstrate intellectual curiosity and tenacity to find a solution.
- Seek to understand the needs of our clients provide superior services to meet those needs and to earn their trust respect and confidence.
- Excellent written and oral communication skills.
- Commitment to meeting established deadlines and managing time effectively.
- Client-first attitude professional demeanor personal integrity and an understanding of fiduciary responsibility.
- Highly organized with excellent follow-through.
- Positive attitude and strong work ethic.
- Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of colleagues.
- Willingness to pitch in when necessary.
- Commitment to learning about the wealth management industry.
- Ability to successfully pass criminal background / credit check required.
Required Qualifications:
- Bachelors degree in Marketing Communications or a related field.
- 7 years of experience in digital marketing with a strong focus on lead generation and performance marketing.
- Proven success in managing paid media and SEO strategies.
- Hands-on experience with marketing automation platforms (e.g. HubSpot Active Campaign) SEO tools (SEMRush Conductor) and Google Analytics.
- High proficiency with the Microsoft Office Suite specifically Excel.
Benefits
- Competitive PTO/Holiday policy
- 401k match
- 1st day eligible benefits offering; medical dental vision telemed disability
- Paid Maternity/Paternity leave
- Fun and welcoming office environment with monthly and quarterly events
- Ability to work remotely 20%
- Cell phone stipend
- EPP
Why HB Wealth is a great place to work
Employees enjoy the collaborative inclusive team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities our client base and the comprehensive benefit package round out the competitive compensation.
HB Wealth is an Equal Employment Opportunity Employer. HB Wealth only invites professionals to join us who share our values of hard work meritocracy respect for others diversity and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected it is empowering it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference creativity and spirit. It is in our DNA and we like it that way.
Required Experience:
Senior Manager
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