Moran Wealth Management is a fee-only, fiduciary SEC-registered RIA serving high-net-worth and ultra-high-net-worth clients across Southwest Florida. We run a lean, campaign-driven marketing operation — launching at minimum one major campaign every 60 days — and we are accelerating our investment in AI-powered marketing systems and HubSpot as the hub of all demand generation activity.
The Demand Generation Manager is a senior-level, in-office operator who owns the intersection of marketing technology, campaign execution, and data-driven reporting. This is not a coordinator role. You will be the internal authority on HubSpot, the connective tissue between our agency partners, and the person who ensures campaigns run on time, on brand, and are measured with rigor.
CORE RESPONSIBILITIES
HubSpot & Marketing Operations
- Own all HubSpot configuration, list segmentation, workflow automation, and contact database hygiene
- Build and maintain campaign reporting dashboards; deliver monthly and campaign-level performance reports to leadership
- Manage lead routing, lifecycle stages, and handoff protocols between marketing and advisory team
- Serve as internal HubSpot administrator — troubleshoot, optimize, and train staff on platform usage
- Integrate AI tools and automation into HubSpot workflows to increase campaign velocity and reduce manual overhead
Campaign Execution
- Traffic and manage deliverables across all agency partners: creative, SEO/digital media, podcast/YouTube, direct mail, and TV
- Own campaign asset deployment — landing pages, email sequences, lead magnets, form setup, and UTM tracking
- Maintain the campaign calendar and ensure all stakeholders are aligned on timelines and launch readiness
- Coordinate with compliance (internal) on review and approval workflows prior to campaign launch
- Support podcast, blog, and YouTube publishing cadence — including upload, metadata, and distribution
Digital Channel Management
- Oversee social media publishing across all active channels; maintain a consistent content cadence
- Monitor digital ad performance (in partnership with agency) and provide internal reporting to leadership
- Manage website content updates, landing page builds, and form optimization in WordPress/HubSpot
- Track and report on SEO performance, retargeting efficiency, and streaming/OTT campaign results
WHAT SUCCESS LOOKS LIKE
In your first 90 days:
- HubSpot is fully audited, reporting is clean, and you have established a campaign execution rhythm with all agency partners
- You have documented the handoff map between marketing, agencies, and the advisory team
- At least one campaign has been executed end-to-end under your ownership
At 12 months:
- HubSpot is the single source of truth for all marketing activity, leads, and ROI reporting
- Campaign launch cycle is predictable, documented, and requires minimal rework
- Leadership has full visibility into funnel performance via automated dashboards
- AI-assisted workflows have meaningfully reduced manual effort in at least two key areas
