Overview
EverVest is a growing Field Marketing Organization (FMO) headquartered in Eden Prairie, Minnesota. We partner with independent insurance agents and financial advisors nationwide, helping them grow their annuity, life insurance, and retirement-focused businesses through marketing, lead generation, sales support, technology, and back-office resources.
We're looking for an experienced Digital Marketing & Automation Manager to take ownership of the systems and campaigns that drive our marketing operation. This isn't a coordinator role, and it isn't a position where you'll simply manage outside vendors; we need someone who can personally build, launch, troubleshoot, and improve digital campaigns and the automation infrastructure behind them across paid media, marketing automation, email, SMS, outbound prospecting, landing pages, analytics, and AI.
If you enjoy figuring out how all the pieces of a marketing system work together and making them perform better, we want to talk to you. You'll report directly to company leadership and have the ability to see your ideas implemented quickly.
Responsibilities
- Marketing Automation & Integrations
- Take ownership of our existing marketing automations and integrations; build and maintain multi-step workflows connecting our marketing and business systems
- Troubleshoot automation failures, data issues, webhooks, API connections, and system integrations
- Identify opportunities to automate repetitive marketing and sales processes and improve the reliability and scalability of our marketing technology infrastructure
- Work with outside developers or technology partners when deeper integrations are required
Paid Digital Marketing
- Plan, launch, manage, and optimize paid social and paid search campaigns to generate qualified leads for EverVest and our affiliated financial professionals
- Manage meaningful paid media budgets and continuously test audiences, messaging, landing pages, offers, and creative
- Track cost per lead, conversion rates, lead quality, and acquisition costs, and make decisions based on data, not vanity metrics
Email, SMS & Outbound Marketing
- Build and maintain email campaigns, nurture sequences, segmentation, and marketing automations
- Manage and grow SMS marketing and outbound/cold email campaigns across professional marketing platforms
- Monitor deliverability, inbox health, domain performance, list hygiene, and audience quality
- Test subject lines, messaging, offers, sequences, and calls to action to move prospects from initial contact to qualified opportunity
AI-Powered Marketing
- Use leading generative AI tools to improve marketing execution and productivity; we want someone who actively uses AI to work faster, solve problems, and produce better results, not just someone who is familiar with it
- Develop AI-assisted workflows for campaign creation, research, copywriting, analysis, segmentation, automation, and troubleshooting
- Stay current on emerging AI capabilities and recommend practical ways EverVest can use them to improve marketing and sales performance
Campaign Development & Website
- Take campaigns from idea to launch: strategy, offers, messaging, copy, creative direction, audience targeting, landing pages, forms, automation, follow-up sequences, tracking, reporting, and optimization
- Manage and improve our company website and campaign landing pages, including forms, tracking, advertising pixels, and conversion events
- Work with web analytics and conversion-tracking systems, and identify opportunities to improve SEO, conversion rates, and user experience
- You'll have significant freedom to test new ideas, platforms, and approaches
Qualifications
- 5+ years of hands-on digital/performance marketing experience
- Proven experience generating qualified leads through paid social and paid search advertising
- Demonstrated history of generating and improving measurable lead-generation results
- Strong hands-on experience with marketing automation platforms, including multi-step workflows, webhooks, APIs, and system integrations
- Experience managing meaningful paid media budgets with direct accountability for campaign performance
- Experience with email marketing, CRM/marketing automation systems, and automated nurture sequences
- Professional experience using leading generative AI tools to improve marketing execution, analysis, content development, automation, and productivity
- Strong analytical skills, written communication, and marketing copy skills
- Ability to independently manage multiple campaigns, systems, and priorities
Strongly Preferred
Experience in any of the following areas is a plus:
- Financial services or insurance marketing
- B2B lead generation and advisor/agent recruitment marketing
- Cold email, outbound marketing, and email deliverability
- Advanced marketing automation and system integration
- SMS marketing
- Website management, SEO, landing-page optimization, and conversion-rate optimization
- AI-assisted workflow development and marketing automation
This is a hands-on position; you should be comfortable logging into a system yourself, diagnosing a problem, building the solution, launching the campaign, and measuring whether it worked.
Who Will Do Well Here
You'll likely thrive at EverVest if you:
- Take ownership instead of waiting for instructions, and like solving problems
- Are comfortable learning new platforms and can move from strategy to execution quickly
- Use data to determine what stays, what changes, and what gets eliminated
- Look for opportunities to automate and improve processes, and keep up with rapidly changing marketing and AI technology
Why EverVest?
This isn't a role where you'll spend your day scheduling social posts or waiting weeks for approval to test an idea. You'll be taking ownership of an established marketing operation with an existing technology stack, active campaigns, and multiple channels already in use, across paid media, marketing automation, AI, email, SMS, outbound marketing, landing pages, and analytics.
You'll work directly with company leadership, and the right person will have a meaningful impact on how EverVest generates leads, recruits financial professionals, supports advisors, and grows the business.
If you're a performance marketer who understands both campaigns and the technology behind them, we'd like to hear from you. Please apply with your resume and, if available, examples of campaigns, automation workflows, or measurable marketing results you've personally managed.
Pay: From $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Paid time off
- Retirement plan
- Vision insurance
Work Location: In person
