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Job Description Marketing Director for Investment Firm Lead Generation & Client Acquisition Focus Company: TSG Invest () Position: Marketing Director Compensation: Variable Location: Hybrid (Open to Remote Dependent on Experience) About Us We are an established investment firm seeking to significantly scale our digital marketing efforts to attract qualified investors and build a robust pipeline of warm leads. Our goal is to leverage digital channels to educate potential clients about our investment strategies and convert them into meaningful relationships. What We're Looking For We need a proven marketing leader with specific experience in financial services marketing who can drive measurable results in lead generation and client acquisition while building and managing a high-performing marketing team. Core Requirements Essential Digital Marketing Expertise: * Facebook/Meta Advertising: Demonstrated success with lead generation campaigns, particularly in financial/investment sectors. Must understand compliance requirements for financial advertising. * Google Ads: Proven track record with search and display campaigns for high-value B2B services. Experience with complex attribution models is essential. * SEO: Strong technical and content SEO skills with experience ranking financial services content in competitive markets. * LinkedIn Marketing: Experience with LinkedIn advertising for professional investors, HNW individuals, and B2C financial services. * YouTube Marketing: Strong experience in video marketing strategy and YouTube channel management, as we are looking to significantly scale our video presence and content marketing efforts. Technology & Software Proficiency: Must have experience with (or demonstrate ability to quickly learn) the following platforms: * HubSpot: CRM management, marketing automation, and lead nurturing * Mailchimp: Email marketing campaigns and automation * Sprout Social: Social media management and analytics * WordPress: Content management and website optimization * SiteGround: Web hosting and site performance management * SimilarWeb: Competitive analysis and market research * Google Ads: Search, display, and video advertising * Facebook Ads: Lead generation and audience targeting * LinkedIn Ads: B2B professional targeting and campaigns * YouTube: Video content strategy, channel management, and advertising Investment Industry Experience: * Previous work with investment firms, wealth management companies, financial advisors, or related financial services * Understanding of compliance requirements (SEC regulations, FINRA guidelines) in marketing communications * Experience navigating the unique challenges of marketing investment products and services * Knowledge of typical investor personas and decision-making processes Leadership & Team Management: * Team Management: Proven experience managing both in-house marketing employees and external freelance contractors * Cross-functional Leadership: Ability to coordinate and lead diverse marketing teams across multiple disciplines * Vendor Management: Experience selecting, onboarding, and managing marketing agencies and freelance specialists * Strategic Leadership: Capability to develop comprehensive digital marketing strategies for lead nurturing and client acquisition * Mentorship: Track record of developing and mentoring marketing professionals * Scaling Operations: Experience building marketing teams and processes from initial implementation to significant growth Deliverables & Expectations Campaign Management: * Develop and execute multi-channel digital marketing campaigns across Facebook, Google, LinkedIn, and YouTube * Create and optimize landing pages and lead magnets for investor acquisition * Implement advanced tracking and attribution systems for high-value, long sales cycle conversions * A/B testing and continuous optimization of all marketing assets Team Leadership: * Build and manage a hybrid team of in-house employees and freelance specialists * Establish clear processes, workflows, and performance metrics for the marketing team * Coordinate with external agencies and contractors to ensure seamless campaign execution * Develop team members' skills and capabilities in financial services marketing Compliance & Quality Assurance: * Ensure all marketing materials comply with financial services regulations * Maintain high standards for brand representation and professional communication * Implement appropriate disclaimers and risk disclosures as required Required Proof of Success You must provide the following with your application: * Case Studies: Minimum of 2 detailed case studies from investment/financial services clients showing: * Initial challenges and objectives * Strategies implemented across multiple channels * Specific metrics and ROI achieved * Timeline and budget information * Performance Data: Verifiable results including: * Lead generation volumes and cost per lead * Conversion rates from lead to client * Return on ad spend (ROAS) or similar ROI metrics * Examples of successful campaigns with screenshots of results * Team Leadership Examples: Documentation of: * Size and structure of teams previously managed * Examples of successful freelancer/contractor management * Team development and training initiatives implemented * Process improvements and operational efficiencies achieved * Client References: Contact information for at least 3 previous clients in financial services who can speak to: * Quality of work and professionalism * Results achieved and timelines met * Leadership and team management skills * Compliance awareness and attention to detail * Individual Credentials: * Relevant certifications (Google Ads, Facebook Blueprint, HubSpot, etc.) * Years of experience in financial services marketing * Leadership and management training or experience Disqualifying Factors We are NOT looking for: * Generic marketing professionals without financial services experience * Candidates who cannot provide verifiable case studies and references * Leaders who use templated approaches without industry-specific customization * Anyone unfamiliar with financial services compliance requirements * Candidates focused solely on vanity metrics rather than meaningful business outcomes * Those without demonstrated experience managing both employees and contractors Compensation & Budget * Competitive salary commensurate with experience and proven expertise * Performance Incentives: Open to discussing performance-based compensation structures * Contract Term: Full-time position with comprehensive benefits package Application Process To be considered, your proposal must include: * Executive Summary (1 page): Overview of your relevant experience and leadership approach * Case Studies (2-3 pages each): Detailed examples of similar client successes * Strategic Proposal (2-3 pages): Initial assessment and recommended approach for our firm * Team Management Portfolio (1-2 pages): Examples of teams built and managed, with specific results * Credentials Overview (1 page): Key certifications, software proficiency, and expertise * Client References: Contact details and brief descriptions * Compensation Expectations: Salary requirements and preferred structure Next Steps Qualified applicants will be invited to: * Discovery Call (30 minutes): Initial assessment and cultural fit * Strategy Presentation (60 minutes): Present your recommended approach and team structure * Reference Checks: We will contact your provided references * Final Interview: Leadership assessment, terms discussion, and cultural alignment Company DescriptionDiscover a Different Kind of Financial Firm: Where Your Growth Has No Limits Unlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.Discover a Different Kind of Financial Firm: Where Your Growth Has No Limits\r\n\r\nUnlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.

We are a company that helps businesses test the accuracy and usability of their websites, applications, and hardware through freelance software testing and feedback. The time commitment for testing is approximately.

We are a company that helps businesses test the accuracy and usability of their websites, applications, and hardware through freelance software testing and feedback. If you arrive on site without a valid Photo ID (expired Photo ID's will not be accepted), you are ineligible to test and will be turne

The time commitment for testing is approximately. We are a company that helps businesses test the accuracy and usability of their websites, applications, and hardware through freelance software testing and feedback.