PROFESSIONAL KNOWLEDGE

• 7+ years of experience in marketing leadership roles, with a strong background in B2B marketing, preferably within the financial services, consulting, or professional services industry.
• Proven track record of developing and executing successful marketing strategies that have driven brand growth, lead generation, and sales pipeline growth.
• Strong understanding of digital marketing tactics, including SEO/SEM, email marketing, content marketing, social media, and paid advertising.
• Experience in brand building, lead nurturing, client retention, and working with cross-functional teams.
• Demonstrated experience managing marketing teams and budgets.

SOFT SKILLS

• Strong leadership and team management skills, with the ability to motivate and guide a team of marketing professionals.
• Excellent communication skills (written and verbal), with the ability to craft compelling messages and create engaging content.
• Analytical mindset, able to track, measure, and report on marketing performance and ROI.
• Expertise in marketing automation tools (e.g., HubSpot, Marketo) and analytics platforms (e.g., Google Analytics, social media insights).
• Creative and strategic thinking with the ability to innovate and adapt in a fast-paced environment.
• Self-starter with a proactive approach to solving problems and driving projects forward.
• Strong organizational and project management skills, with the ability to manage multiple projects simultaneously and meet deadlines.
• Detail-oriented with a passion for delivering high-quality work.
• A strong understanding of the fractional CFO services market and the unique needs of small to medium-sized businesses is a plus.

EDUCATION

• Bachelor’s degree in Marketing, or related field.
• Advanced marketing certifications (e.g., Google Analytics, HubSpot, etc.) preferred.

THE ROLE

FinStrat Management (“FSM”) is seeking a dynamic Marketing Technology Manager to join our team who can help us build our brand, generate leads, and accelerate our growth in the financial services space.
In this role, you will be responsible for building, executing, and optimizing the Marketing Technology stack to drive partner acquisition, conversion, and penetration. The ideal candidate will have a strong technical background, experience with SaaS integrations, and a deep understanding of marketing technology and data flows.
This is a full-time role.