Marketing Manager, Estate Planning

Role Overview:

• You'll be responsible for building funnels, nurture campaigns, and creative that convert interest into signed clients.
• You'll report to the Chief Growth Officer and collaborate with sales, intake, events, and attorneys.

Key Responsibilities:

• Develop lead magnets, segmented email and text campaigns, and follow-up sequences.
• Manage budgets, freelancers, and agencies with clear deliverables and performance expectations.
• Grow social media and organic reach through educational content and local partnerships.

What Success Looks Like:

• You'll build a successful webinar funnel and diversify marketing channels for consistent attendance.
• You'll create an organic social media strategy that grows our audience and attracts qualified prospects.
• You'll take ownership of initiatives and use performance data to improve results across the customer journey.