What are the responsibilities and job description for the Marketing Automation Specialist position at Magellan Financial?
Revolutionize Digital Marketing for Financial Advisors. Build High-Converting Funnels. Drive Growth.
Magellan Financial is seeking a Marketing Automation Specialist (Sales Funnel Designer) to join Magellan Creative, our full-service marketing and ad agency dedicated to supporting independent financial advisory firms nationwide.
This role is perfect for a technical marketer with expertise in designing and optimizing digital sales funnels using Ortto (or similar platforms). You will be responsible for building, managing, and optimizing high-performing funnels that drive lead generation, nurture prospects, and increase client engagement for our financial advisory partners.
Key Responsibilities:
Digital Funnel Design & Optimization:
- Design, build, and optimize high-converting sales funnels using Ortto and other automation tools.
- Develop multi-step workflows including lead capture pages, email sequences, SMS follow-ups, and retargeting campaigns.
- Implement A/B testing strategies to improve conversion rates at each funnel stage.
- Monitor key performance indicators (KPIs) such as open rates, click-through rates, and conversion rates to drive continuous improvements.
Lead Generation & CRM Integration:
- Collaborate with advisors and marketing teams to create lead generation funnels that attract high-value prospects.
- Ensure seamless CRM integration and data flow between Ortto, HubSpot, Salesforce, and other systems.
- Segment audiences and personalize messaging based on user behavior, engagement, and sales triggers.
Marketing Automation & Campaign Execution:
- Manage and optimize email marketing, SMS, and chatbot sequences to boost engagement.
- Automate client onboarding and retention workflows to streamline the advisor-client journey.
- Work with content and design teams to create high-impact landing pages, ads, and nurture sequences.
- Implement behavior-based automations to trigger personalized outreach based on user activity.
Performance Tracking & Reporting:
- Track and analyze funnel performance, engagement metrics, and revenue impact.
- Generate weekly and monthly reports outlining funnel effectiveness and areas for improvement.
- Identify trends, recommend optimizations, and implement data-driven improvements to maximize ROI.
Qualifications & Experience:
Required:
- Experience designing and managing digital funnels using Ortto.
- 3 years of experience in marketing automation, lead generation, or sales funnel design.
- Expertise in email automation, CRM integrations, and lead scoring strategies.
- Strong understanding of conversion rate optimization (CRO), A/B testing, and behavioral targeting.
- Proficiency in Ortto, HubSpot, ActiveCampaign, Keap, or ClickFunnels.
- Experience in workflow automation, trigger-based sequences, and customer segmentation.
- Ability to analyze user behavior, interpret data, and optimize marketing funnels.
- Strong collaboration skills, working across marketing, sales, and technology teams.
Preferred:
- Familiarity with financial services, fintech, or professional services marketing.
- Experience with Google Analytics, Facebook Ads, and paid media platforms.
- Knowledge of HTML, CSS, and JavaScript for landing page customization is a plus.
- Understanding of compliance and data privacy best practices in financial marketing.
Benefits & Compensation:
Full Benefits Package:
- Medical, Dental, Vision, and Life Insurance
- 401(k) with Company Match
- Paid Time Off and Holidays
- Professional Development Opportunities
- Access to Industry-Leading Tools
- Collaborative, High-Growth Marketing Team
About Magellan Creative:
Magellan Creative is the in-house full-service marketing and ad agency within Magellan Financial, specializing in custom branding, digital marketing, and lead generation for independent financial advisors nationwide.
We provide:
World-class digital marketing support for financial advisors
High-converting automated sales funnels to drive lead generation
Cutting-edge marketing automation strategies and CRM integrations
This is an exciting opportunity to join a fast-growing team, work on impactful projects, and help shape the digital sales funnel strategy for leading financial advisors across the country.
Join Magellan Creative and make an impact. Apply today!
Job Type: Full-time
Pay: $65,000.00 - $95,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Referral program
- Vision insurance
Schedule:
- Monday to Friday
- No nights
- No weekends
Supplemental Pay:
- Bonus opportunities
Work Location: In person
Salary : $65,000 - $95,000
