Position Overview

Compass Retirement Solutions is seeking a hands-on Marketing Lead to drive the firms growth through strategic marketing initiatives, seminar programs, and lead generation systems. This role combines marketing strategy, campaign execution, and team leadership to ensure the company uses a data-driven approach in developing and executing every marketing initiative, from digital advertising to educational seminars, with measurable results.

The Marketing Lead will oversee key marketing functions and team members, ensuring that brand messaging, digital campaigns, events, and lead follow-up operate as one coordinated system that consistently generates qualified prospects and strengthens client engagement. This role is ideal for someone who can think strategically, execute tactically, and manage a small but high-impact marketing team.

Key Responsibilities

• Marketing Leadership & Strategy
  • Develop and execute an integrated marketing strategy aligned with firm growth goals
  • Ensure consistent messaging across all marketing channels and client touchpoints
  • Monitor marketing performance and continuously optimize campaigns for ROI
  • Collaborate with leadership to support advisor growth and prospect development

• Team Leadership
  • Oversee and coordinate the work of:

• • • Brand & Content Manager
    • Digital Advertising / Active Campaign Manager
    • Event & Office Manager (Client Concierge)

• • Responsibilities include:

• • • Setting priorities and campaign timelines
    • Ensuring cross-team collaboration
    • Maintaining accountability for execution and results

• Seminar & Event Marketing
  • Seminars are a core growth driver for the firm.Responsibilities include:

• • • Oversee planning, promotion, and execution of prospect seminars and client events
    • Ensure attendance targets are met through effective marketing campaigns
    • Coordinate messaging, invitations, landing pages, and registration systems
    • Ensure high-quality event experience for prospects and clients

• Lead Management & Conversion
  • Ensure all leads from events, digital campaigns, and referrals are captured and tracked
  • Implement systems for post-seminar follow-up and lead nurturing
  • Monitor conversion metrics from registration attendance appointment client
  • Work with advisors to improve prospect engagement and conversion rates

• Digital Campaign Oversight
  • Manage and optimize paid digital campaigns and marketing automation systems
  • Ensure campaigns support seminar promotion and ongoing lead generation
  • Analyze performance metrics and adjust campaigns accordingly

Key Performance Indicators (KPIs)

Success in this role will be measured by:

Lead Generation

• Qualified leads generated per campaign
• Cost per lead
• Seminar registrations

Event Performance

• Seminar attendance rates
• Appointment conversion from events
• Client event participation

Marketing Efficiency

• Campaign ROI
• Lead follow-up completion rates
• Digital campaign performance metrics

Growth Contribution

• Contribution of marketing to new client acquisition
• Advisor pipeline support