Digital Marketing Manager

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.

In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.

The Digital Marketing Manager is a strategic leader responsible for driving digital visibility, lead generation, and brand credibility in a competitive HNW advisory market. This role blends modern marketing strategy, AI-enhanced technology, SEO expertise, and online reputation management, all executed within the framework of strict regulatory compliance.

You will help position the firm as a trusted authority by elevating its digital footprint across web, search, social, and email—translating strategy into measurable outcomes that support growth and client trust.

Skills & Responsibilities:

Digital Strategy & Campaign Planning

• Develop and implement integrated digital strategies that support firm growth, HNW client acquisition, and retention goals.
• Define audience segments (e.g., business owners, retirees, next-gen wealth) and craft targeted messaging accordingly.
• Stay informed on industry trends, AI marketing advancements, and evolving compliance rules.

SEO & Website Optimization

• Own all aspects of on-page and off-page SEO (technical SEO, schema markup, link building, keyword targeting).
• Continuously optimize site UX and content to drive organic visibility and conversions.
• Use AI tools to scale content optimization efficiently.
• Manage firm’s Google Business Profile, ensuring accuracy, reviews monitoring, and local SEO impact.

Online Reputation & Reviews

• Monitor and manage the firm’s online presence across Google, LinkedIn, industry directories, and review platforms.
• Proactively manage and respond to reviews within regulatory guidelines.

Email Marketing & Lead Nurturing

Work with the marketing team to:

• Build segmented email campaigns for clients, prospects, and centers of influence (COIs).
• Design and optimize drip campaigns and educational series for long-term engagement.
• Ensure compliance with email marketing regulations (CAN-SPAM, SEC/FINRA rules).

Paid Advertising & Retargeting

Work with the marketing team to:

• Plan and manage paid campaigns via Google Ads, LinkedIn, and Facebook to target HNW prospects.
• Leverage retargeting, geo-targeting, and AI-driven bid optimization to enhance ROI.
• Ensure all advertising assets (copy, disclosures, performance claims) adhere to compliance standards.

Analytics, Reporting & Attribution

• Monitor key performance metrics: site traffic, lead volume, cost per acquisition, and conversion rates.
• Use Google Analytics, and other platforms to produce monthly/quarterly dashboards.
• Leverage AI or predictive analytics tools for marketing attribution and performance forecasting.

Travel:

• Some travel is required.

Qualifications:

• 5+ years of digital marketing experience, ideally in financial services or a regulated industry.
• Strong grasp of SEO, local search, digital ads, and AI content tools.
• Deep understanding of online reputation management and compliance-sensitive marketing.
• Analytical mindset with comfort interpreting KPIs and applying insights.
• Strong communicator, collaborator, and project manager with high attention to detail.
• Familiarity with SEC/FINRA regulations or demonstrated ability to learn quickly.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.

Benefits:

• Health, Dental, and Vision benefit options
• 401K
• Twelve paid holiday days per year
• Extra vacation day on your birthday week
• Three weeks of PTO, increasing to four weeks after three years of service (PTO is accrued quarterly)
• Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals while employed with us
• Compensation commensurate with experience

Legal:

Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law. Interested in applying? If you believe you would be a good fit for our team and would like to be considered for this position, please apply via LinkedIn.