Description:
POSITION: Demand Generation Specialist (B2B + B2C)
Location: Fort Lauderdale – HQ
Onsite Position (Monday - Friday 8:30am to 5pm)
FLSA Classification: Exempt
Who We Are
At Sound Income Group, our mission is to help independent financial professionals and their clients thrive, especially those approaching or in retirement. We provide a full suite of resources across financial education, investment strategies, marketing, and practice management to support long-term success.
We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.
Position Summary
We are hiring two Demand Generation Specialists who will be responsible for driving revenue growth by developing and executing high-impact lead generation campaigns. This role is critical in attracting qualified leads for our company and the independent financial advisors we serve.
Ideal candidates will have experience in the financial services sector, specifically with FMOs, RIAs, or Independent Financial Advisors, or similar professional environments. You will combine creative thinking with data-driven insights to design and optimize multi-channel campaigns that connect both advisors and their clients
Key Responsibilities
Strategy Development
- Conduct market research to better understand buyer needs, audience segments, and emerging trends.
- Develop and refine demand generation strategies that support quality lead growth.
- Monitor industry trends, competitor activity, and audience preferences to inform campaign planning.
Campaign Creation & Execution
- Plan and execute multi-channel marketing campaigns, including content marketing, social media, webinars, email, and event/trade show support.
- Create messaging that resonates with financial advisors and pre-retiree/retiree audiences, while maintaining a professional and engaging tone.
- Collaborate with internal teams to ensure campaigns are aligned, consistent, and timely.
Performance Analysis
- Track, measure, and evaluate campaign performance against established goals.
- Use data and reporting to identify opportunities to improve engagement, lead quality, and ROI.
- Share insights and recommendations that support continuous improvement.
Sales Collaboration
- Partner with sales teams to support lead quality and smooth handoff.
- Align on goals, performance expectations, and success metrics.
- Support open communication between teams to help create a strong lead pipeline.
Marketing Technology Management
- Use marketing automation tools, CRM systems, and social media platforms to support and scale campaigns.
- Help streamline workflows and improve the efficiency of campaign execution.
- Stay current on tools and technologies that support strong demand generation results.
The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time; or the scope of the position may change as necessitated by company demands and/or industry standards.
Requirements:
Requirements
Background and Education:
- Minimum 3 years of experience in financial services marketing, with a focus on demand generation.
- Background in B2B and B2C campaign development.
- Bachelor’s degree in marketing, business, communications, or related field preferred but not required
- Experience optimizing
Background and Education
- Minimum 3 years of experience in demand generation, lead generation, digital marketing, or related marketing roles.
- Experience in B2B and B2C campaign development.
- Experience in financial services is preferred, though strong experience in a professional, client-focused environment will also be considered.
- Bachelor’s degree in marketing, business, communications, or a related field preferred, but not required.
- Experience with Meta Ads, Google Ads, HubSpot Inbound Marketing, YouTube, or similar tools.
Regulatory Awareness
- Familiarity with SEC or FINRA guidelines is a plus, but not required.
Physical & Work Environment Requirements
- Ability to work for extended periods at a desk using a computer.
- Ability to lift up to 10 pounds if/when necessary.
- Routine use of telephone and email.
- Office-based role with potential travel to conferences, events, and satellite offices as needed.
Benefits
We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:
- 100% employer-covered medical benefits and HRA account
- Dental & vision plans
- Generous PTO + 10 NYSE company holidays per year
- 401(k) with company match program
- Free onsite parking
- Company-provided laptop and required technology
- Access to an on-site gym free of charge
Sound Income Group is an E-Verify employer.
Sound Income Group is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules, and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability, or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications, and business needs.
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