Senior Lead-Gen Marketing Professional

Altfest Personal Wealth Management, a leading independent Wealth Management firm, is looking for a senior lead-gen marketing professional to help lead the execution of the firm’s business development initiatives.

This role will be tasked with developing and executing the firm’s digital lead gen marketing plan. This role will also be heavily involved with marketing efforts for a sister company, 

FP Alpha.

You will be working closely with the firm’s Marketing and Sales professionals.

Duties and Responsibilities

• Development of the firm’s digital lead-gen marketing plan

• Lead the management of email and social media campaigns, including A/B testing, budget- tracking, and engagement analysis

• Collect and help to analyze campaign performance data to gain insights and formulate strategic next steps

• Oversee drafting and editing of short and long-form content, such as newsletters, email campaigns, presentations, and blog posts; manage internal and Compliance review

• Review updates made to marketing collateral, including factsheets, presentations, brochures, and event invitations

• Review communications, including newsletters, invitations, social media, case studies, website, email, and Public Relations (in coordination with firm’s PR agency)

• Maintain project schedules and Marketing calendar in a fast-paced, deadline-driven environment

Qualifications

• Bachelors’ degree in Marketing preferred

• 5 + years of experience

• Previous success in a digital lead-gen role

• Previous experience in developing content i.e., newsletters, websites, articles, and graphics

• Experience managing social media platforms including LinkedIn

• Previous experience in a marketing/communications role preferably in the Financial Services industry

• Superior verbal and presentation skills

• Ability to multi-task and prioritize multiple requests within deadlines

• Successful track record in managing projects

• Ability to use initiative and work independently while also being a team player

• Personable and possess the ability to communicate with all members of staff and clients

• Desire and ability to work successfully in a small company environment

• High proficiency in Adobe, InDesign and PowerPoint

• High proficiency in CRM and e-mail marketing tools such as HubSpot

• Experience in webinar and podcast management preferred

Salary & Benefits

Compensation includes salary plus incentive based on experience and industry standards.

Generous benefits include Fully Paid Medical Plan (with no in network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability FSA, Traditional and Roth 401(k), up to $400 for gym reimbursement.

For consideration, please email a resume and cover letter expressing your interest and why you should be considered to: HGoldin@Altfest.com

Altfest Personal Wealth Management is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.

Firm Overview

Altfest Personal Wealth Management, founded in 1983, is a pioneer in the fee-only Wealth Management movement. Fee-only means that the firm receives fees only from its clients and not from commissions and the sale of products, which can otherwise lead to conflicts of interest. The firm provides clients with investment management, retirement planning, insurance, tax and estate advisory.

Altfest Personal Wealth Management is dedicated to putting clients’ interests ahead of its own, hiring highly talented people who work as a team to develop the best strategies for clients. We utilize internal experts that specialize in a variety of technical areas and client segments, and are dedicated to providing a personal, warm, caring atmosphere and a high level of service for clients. We are committed to introducing innovative methods to the profession that increase the value we provide to clients.

Altfest Personal Wealth Management has been named one of AdvisoryHQ’s “Top Rated Financial Advisors in New York City” in 2018, 2019 and 2020.

The firm is proud to be honored by InvestmentNews as one of the “75 Best Places to Work for Financial Advisers” nationwide in 2020 and 2019, as well as a 2020 Best Places to Work in NYC by Crain’s New York.

Lewis Altfest, Ph.D., CFA, CFP®, CPA, PFS, founded the firm after leaving Lord Abbett & Co, a large mutual fund company where he was a Partner and Director of Research. Lew has been named repeatedly to Barron’s “Top 100 Independent Advisors” as well as Barron’s state-by-state listing of “America’s Top 1,200 Financial Advisors”, among many other acknowledgements.

Karen C Altfest, Ph.D., CFP® joined the firm in its early years and has had a strong impact on its growth. Karen oversees the firm’s marketing activities and has made a profound impact by dedicating herself to the empowerment of women. Among her acknowledgements, Karen has been recognized by Forbes as a “Top Women Wealth Advisor” by Forbes from 2017-2020, as well as a Forbes “Best-in-State Wealth Advisor” from 2018-2020. She has also been featured in Crain’s New York Business’ list of “Notable Women in Finance” in 2018 and 2019.

Andrew Altfest, MBA, CFP® has spearheaded several initiatives to expand the firm since joining in 2003, including organizing different practice groups focused on client segments, launching private equity solutions, and directing the firm’s Young Professionals group. He is also an active member of Altfest’s Investment Committee and the Portfolio Action Group, which sets investment strategy for client portfolios. Andrew was named a “Best-In-State Wealth Advisor” by Forbes in its 2018, 2019 and 2020 rankings, as well as a Young Advisor to Watch by Financial Advisor in 2020. He also was included in Forbes’ list of America’s Top Next-Generation Wealth Advisors in 2017, 2018 and 2019.

The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future.