Overview
At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement.
What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do.
We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management.
As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve.
Join us, and be part of a company that's not only moving fast—but making it count.
Job Brief
As the Director of Demand Generation, you’ll be responsible for owning and scaling our marketing engine. This includes managing paid media strategy (search, display, social, and retargeting), digital and in-person event strategy, overseeing lead nurturing programs in HubSpot, and aligning closely with Sales and Product Marketing to ensure campaigns are targeting the right audience, with the right message, at the right time. This is a hands-on leadership role ideal for a strategic thinker who thrives on performance metrics and knows how to blend creativity with digital precision to drive pipeline growth.
Here’s What You’ll Do:
- Own the demand generation strategy to drive qualified pipeline and revenue across target personas, segments, and verticals.
- Lead and optimize paid digital programs including paid search, display, retargeting, and paid social — with an eye on performance metrics and ROI.
- Manage and scale our marketing automation in HubSpot—including email nurtures, lead scoring, A/B testing, and attribution tracking.
- Collaborate cross-functionally with Product Marketing, Sales, RevOps, and Content to align campaign messaging and track funnel performance.
- Forecast, measure, and report on campaign performance, conversion rates, and contribution to pipeline and bookings.
- Continuously test and improve landing pages, ad creative, CTAs, and nurture flows to increase MQL-to-SQL conversion.
- Evaluate and manage relationships with digital agencies, freelancers, and technology vendors as needed.
- Build, mentor, and lead a small but mighty team focused on paid media, lifecycle marketing, and campaign execution.
What You Bring to the Table:
- 8–12 years of experience in B2B SaaS marketing, with at least 5 years in a demand generation leadership role.
- Proven success in building and executing full-funnel digital campaigns that drive measurable revenue growth.
- Deep knowledge of paid media strategy—particularly Google Ads, LinkedIn, retargeting networks, and programmatic display.
- Hands-on experience with HubSpot for email marketing, lead scoring, segmentation, workflows, and reporting.
- Strong understanding of SaaS funnels, sales cycles, and attribution models.
- Excellent analytical skills—you love data and using it to guide decisions.
- Comfortable rolling up your sleeves, working cross-functionally, and leading both strategy and execution.
- Experience managing and mentoring a team, with a bias toward collaboration, innovation, and accountability.
Why You’ll Love Working Here:
It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect: Why You’ll Love Working With Us:
We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.
Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.