Smartleaf is an automated portfolio management rebalancing SaaS solution, and they are seeking a Demand Generation Marketing Manager to own the programs that generate pipeline through various marketing campaigns. The role involves designing and executing campaigns, managing HubSpot administration, and collaborating closely with sales to drive lead generation and nurture prospects through the buyer journey.
Responsibilities:
- Design and execute campaigns and ABM targeting Smartleaf’s core market of RIAs, wealth managers, and enterprise wealth management firms
- Build and manage email nurture sequences in HubSpot across multiple buyer segments and funnel stages, from first touch through sales-ready
- Own event and webinar promotion end-to-end: pre-event campaigns, registration workflows, post-event follow-up sequences, and lead capture
- Develop and execute content distribution strategy across email, LinkedIn, and owned channels; partner with the writer to align content calendar to pipeline goals
- Build and manage a basic SEO content program in collaboration with the writer, identifying keyword opportunities and ensuring content is distributed for organic reach
- Run structured A/B tests on messaging, subject lines, CTAs, and audience segments; report results and iterate
- Partner tightly with sales on pipeline targets, lead handoff, MQL definitions, and regular pipeline reviews
- Serve as primary HubSpot administrator: manage user access, contact properties, list segmentation, and platform hygiene
- Build and maintain HubSpot workflows, enrollment logic, and automation sequences that support campaign programs
- Own lead scoring model and lifecycle stage definitions in collaboration with sales
- Maintain contact database health: list hygiene, deduplication, opt-out compliance, and CAN-SPAM adherence
- Set up campaign tracking infrastructure including UTM parameters and campaign attribution in HubSpot
- Produce recurring HubSpot-based campaign performance reports and share with marketing and sales leadership
Requirements:
- 3-5 years in B2B marketing with hands-on experience in both campaign/demand gen execution and HubSpot administration
- Proven track record building campaigns, ABM, or nurture programs that contributed measurably to pipeline
- Direct experience building workflows, sequences, and lists required
- Experience with event and webinar promotion workflows including pre/post automation
- Comfortable working in a lean team — this role requires both strategic thinking and hands-on execution
- Sales-aligned mindset: has worked against shared pipeline targets and understands MQL-to-SQL handoff
- HubSpot Marketing Hub certification preferred
- Experience in financial services, specifically wealth management is a plus
- Background in fintech, wealth management tech, or B2B SaaS strongly preferred