Compass Retirement Solutions is seeking a hands‑on Marketing Lead to drive the firm’s 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.

About the Role

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.

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

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

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

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

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