Marketing Automation Specialist Job at Magellan Financial & Insurance Services,

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!