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HB Wealth

Independent fiduciary wealth management and planning

Manager, Digital Marketing

Full-TimeUpdated on 10/23/2026
No salary listed
Senior
Bachelor's
Atlanta, GA, USA
HybridAtlanta-based role; benefits note ability to work remotely 40%.
Growth & MarketingMarketing Generalist & Management

About the job

Requirements
  • Highly organized with strong attention to detail and the ability to manage multiple projects, priorities, and deadlines simultaneously.
  • Demonstrated ability to independently execute digital marketing work from initial setup through monitoring, reporting, and optimization, with strong follow-through and ownership of tasks and results.
  • Self-starter who works independently, exercises sound judgment, and can be trusted to manage responsibilities with minimal supervision.
  • Strong analytical and problem-solving skills with the ability to use data to identify issues and make improvements.
  • Ability to move between strategic thinking and hands-on execution depending on the needs of the project.
  • Willingness to roll up your sleeves and work hands-on in execution-focused aspects of digital marketing.
  • Strong project management skills and the ability to keep work moving across multiple initiatives and stakeholders.
  • Excellent communication and interpersonal skills with the ability to collaborate effectively across teams and with external partners.
  • Demonstrated intellectual curiosity and willingness to continuously learn and improve.
  • High level of accountability, professionalism, integrity, and reliability.
  • Willingness to contribute wherever needed within a collaborative marketing team.
  • Client-first mindset and appreciation for the fiduciary responsibility that comes with serving clients.
  • Interest in learning and understanding the wealth management industry.
  • Bachelor's degree in Marketing, Communications, Business, or a related field.
  • 5+ years of experience in digital marketing, growth marketing, demand generation, performance marketing, or a related field.
  • Hands-on experience executing digital marketing campaigns and lead generation programs.
  • Experience working directly with SEO, paid media, and digital marketing platforms.
  • Experience with marketing automation platforms such as HubSpot and CRM platforms.
  • Experience coordinating with external agencies or vendors.
  • Familiarity with web analytics and reporting tools such as Google Analytics, Looker Studio, or similar platforms.
  • Familiarity with SEO and digital marketing tools such as SEMrush, Conductor, Google Search Console, or similar solutions.
  • Strong analytical skills and proficiency in using data to evaluate performance and make decisions.
  • High proficiency with Microsoft Office, including Excel.
Responsibilities
  • Execute and optimize integrated digital marketing campaigns across organic search, paid search, paid social, display advertising, email marketing, and emerging digital channels.
  • Manage day-to-day execution of digital campaigns and coordinate with external agency partners and vendors, including campaign setup, monitoring, testing, deliverables, and optimization.
  • Monitor marketing qualified leads (MQLs), sales qualified leads (SQLs), and digital pipeline contribution and identify opportunities to improve performance.
  • Review campaign performance regularly and make hands-on adjustments to improve effectiveness, efficiency, and return on investment.
  • Track digital marketing spend and assist with managing budgets across channels.
  • Execute Generative Engine Optimization (GEO) initiatives designed to improve visibility across traditional and AI-driven search.
  • Work directly within digital marketing and search platforms and partner with external agencies and internal stakeholders on keyword strategy, content optimization, paid search campaigns, and technical improvements.
  • Monitor rankings, traffic, search performance, and campaign results to identify opportunities to increase visibility, authority, and discoverability across priority topics and audiences.
  • Stay current on changes in search, AI-driven discovery, and digital marketing best practices and recommend practical improvements.
  • Manage website optimization efforts focused on driving user engagement and conversion performance.
  • Create, update, and optimize landing pages and conversion pathways in partnership with internal and external resources.
  • Execute conversion rate optimization (CRO) initiatives and A/B tests.
  • Review website analytics and visitor behavior to identify friction points and opportunities for improvement, and make or coordinate website updates needed to support campaigns and lead generation.
  • Build, maintain, and optimize lead nurturing programs using marketing automation platforms.
  • Create and update workflows, email campaigns, audience segments, forms, and other automation components that help move prospects through the buyer journey.
  • Test and troubleshoot marketing automation workflows to ensure they are functioning as intended.
  • Partner with business development and CRM team members to improve lead handoff, engagement, and conversion processes.
  • Maintain accurate lead tracking, segmentation, attribution, and reporting.
  • Monitor digital marketing performance across campaigns and channels, prepare recurring reporting, and partner with the business intelligence team to develop and maintain dashboards and reporting that provide actionable insights into marketing performance.
  • Analyze marketing data to identify trends, performance issues, and opportunities for improvement.
  • Translate data into clear recommendations and actionable next steps, and track results of marketing tests and optimizations to inform future work.
  • Review marketing data for accuracy and resolve discrepancies when identified.
  • Partner with other marketing team members to develop and execute campaigns and digital content that attract and engage high-value prospects, including coordinating timelines, assets, approvals, and implementation.
  • Ensure digital content and experiences are consistent, aligned with brand, and appropriate for high-net-worth and ultra-high-net-worth audiences.
  • Contribute ideas and recommendations for improving campaigns, content, processes, and marketing performance, and provide support across the marketing function as priorities and business needs evolve.

About the company

HB Wealth is an independent registered investment adviser that provides financial planning and discretionary investment management for individuals, families, business owners, executives, and professionals. It offers family-office services such as tax and estate planning, consolidated reporting, and multi-generational wealth transfer, plus an outsourced CIO for institutions and access to private market strategies like private equity, private credit, and private real estate. The firm uses a fee-only fiduciary model, aligning adviser interests with clients by avoiding product-based commissions. It oversees more than $24 billion in assets across 48 states with offices in Atlanta, Florida, and Texas, backed by minority investments from New Mountain Capital and TPG Growth and growth through acquisitions like WMS Partners.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Atlanta, Georgia

Founded

1989

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Simplify Jobs

Simplify's Take

What believers are saying

  • HB Wealth reached over $32 billion AUM and 340 employees by July 14, 2026.
  • October 1, 2026 Texas entry added a $700 million physician team in Austin.
  • Gina Martin Adams, Mike Hill, and Armond Reese deepen research and institutional sales.

What critics are saying

  • TPG and New Mountain minority ownership compresses economics and complicates succession.
  • Rapid acquisitions, including WMS Partners and Texas expansion, strain integration and retention.
  • Losing star hires or co-founder influence would trigger advisor defections and AUM outflows.

What makes HB Wealth unique

  • Fee-only fiduciary model since 1989 keeps HB Wealth product-agnostic and trust-based.
  • July 14, 2026 OCIO launch plus private markets platform gives institutional depth.
  • Twelve offices across six states and family-office services support multigenerational clients.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Disability Insurance
  • 401(k) Company Match
  • Parental Leave
  • Remote Work Options
  • Phone/Internet Stipend
  • Company Equity

Company News

Wealth Management
Oct 2nd, 2026
Deals & Moves: HB Wealth, Hightower Signature Keep Dealing

In addition, OnePoint BFG expands in Georgia and Florida, and Carson Group adds a women-led team from Commonwealth.

Associated Press
Jul 14th, 2026
HB Wealth launches institutional advisory practice as OCIO market hits $3.3T

HB Wealth, one of the largest independent, fee-only registered investment advisers in the US, has launched a dedicated Institutional Advisory and Outsourced Chief Investment Officer practice. The Atlanta-based firm, which manages over $32 billion, has hired Mike Hill and Armond Reese as senior institutional advisors and shareholders to lead the new segment. The move formalises HB Wealth's longstanding work with nonprofit, foundation, endowment, and corporate clients. Both Hill and Reese bring over 25 years of institutional investment experience from Truist Bank. The OCIO market has tripled over the past decade, surpassing $3.3 trillion in assets, and is projected to reach $5.6 trillion by 2029, according to Cerulli Associates. The firm's investment platform includes over $5 billion in private market investments.

Business Wire
Jun 22nd, 2026
HB Wealth named to inaugural CNBC Elite Advisors list.

HB Wealth named to inaugural CNBC Elite Advisors list. Recognition reflects HB Wealth's fee-only fiduciary approach to serving families with complex financial needs ATLANTA-(BUSINESS WIRE)-On June 22nd, 2026, HB Wealth was named to the inaugural CNBC Elite Advisors list, recognizing 25 of the nation's leading wealth management firms serving high-net-worth and ultra-high-net-worth clients. Here is the full CNBC Elite Advisors list, which was released in alphabetical order: | Firm Name | Location (Principal Office) | AUM | | Bailard | Foster City, California | $8.3B | | Ballentine Partners | Waltham, Massachusetts | $15.2B | | BBR Partners | New York, New York | $36.5B | | Brown Advisory | Baltimore, Maryland | $189B | | Callan Family Office | Radnor, Pennsylvania | $10.2B | | Cambridge Associates | Boston, Massachusetts | $650B | | Corient | Miami, Florida | $500B | | Cresset | Chicago, Illinois | $250B | | Empirical Wealth Management | Seattle, Washington | $10B | | Ferguson Wellman Capital Management | Portland, Oregon | $10.6B | | Greycourt & Co. Pittsburgh, Pennsylvania | $26.1B | | HB Wealth | Atlanta, Georgia | $32B | | LNW | Seattle, Washington | $12.1B | | Mercer Advisors | Denver, Colorado | $99B | | NewEdge Capital Group | Pittsburgh, Pennsylvania | $105B | | Oxford Financial Group | Carmel, Indiana | $23.3B | | Pathstone | Englewood, New Jersey | $110.3B | | Pitcairn | Conshohocken, Pennsylvania | $10B | | RWA Wealth Partners | Boston, Massachusetts | $19.4B | | Savant Wealth Management | Rockford, Illinois | $52B | | Silvercrest Asset Management | New York, New York | $35.7B | | Tolleson Wealth Management | Dallas, Texas | $9.2B | | WE Family Offices | Miami, Florida | $17.7B | | Wellspring Family Office | Cleveland, Ohio | $5.2B | | Yale Capital Corporation | St. Petersburg, Florida | $5.5B | "We are honored to be included on the inaugural CNBC Elite Advisors list," said Thomas Carroll, Chief Executive Officer of HB Wealth. "Ultra-high-net-worth families need more than portfolio management. They need a coordinated advisory team that understands the full complexity of their financial lives. As a fee-only fiduciary, we are compensated solely by our clients, which allows us to focus entirely on their best interests. Since our founding in 1989, HB Wealth has remained focused on putting clients first and helping families make confident decisions across generations." The CNBC Elite Advisors list evaluates firms that serve complex client needs, including investment management, tax and estate coordination, philanthropy, family governance, and private wealth services. Methodology CNBC uses data analysis and editorial review to compile the CNBC Elite Advisors list. Participating firms were evaluated through a comprehensive assessment that measured both scale and quality across several key areas, including organizational scalability, assets under management attributable to ultra-high-net-worth clients, breadth and sophistication of client services and investment strategies, firm credibility through professional certifications and industry recognition, and overall reputation, including client retention and tenure. To help develop the methodology and assess participating firms, CNBC surveyed more than 100 qualifying firms and consulted with AccuPoint Solutions, a wealth management data and research firm specializing in advisor intelligence and industry analytics, as well as Cerulli Associates, a research and consulting organization focused on the asset and wealth management industries. CNBC receives no compensation from placing financial advisory firms on its Elite Advisors list. Additionally, a firm's or advisor's appearance on the list does not constitute an individual endorsement by CNBC of any firm or advisor. About HB Wealth Founded in 1989, HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services. As one of the country's largest fee-only registered investment advisers (RIAs), HB Wealth is headquartered in Atlanta with more than 300 employees operating out of 12 offices across six states, managing over $32 billion for individuals, families, and institutions. With a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve, HB Wealth delivers comprehensive advice and concierge-level care through a fee-only approach. Think of it as the fiduciary standard, elevated. Learn more at hbwealth.com. Contacts. Media Contact Acacia Aster Broder Gregory for HB Wealth 484-881-2035 [email protected] More News From HB Wealth ATLANTA-( BUSINESS WIRE )-HB Wealth, one of the nation's leading independent, fee-only wealth management firms, is bringing on Gina Martin Adams, former Chief Equity Strategist and Head of Equity Strategy and Fund Research at Bloomberg Intelligence, as Chief Market Strategist. In this role, she will collaborate with HB Wealth's investment team to deliver timely market perspectives, share actionable insights, and enhance the firm's visibility as a leading voice in the industry. Adams, CFA, CMT,... ATLANTA-( BUSINESS WIRE )-HB Wealth, a leading Atlanta-based registered investment adviser (RIA) serving families and investors across the country from its offices in the Southeast and Mid-Atlantic, today announces the opening of an office in Charlotte, North Carolina with the addition of an experienced wealth management team. Market Leader Matthew Moore joins HB Wealth with Andrea Smith and Rebecca Warner as Senior Wealth Advisors and Shareholders. Jared Green, Advisory Associate, and Ana Pena... ATLANTA-( BUSINESS WIRE )-Homrich Berg Wealth Management, a leading independent wealth management firm, launched its refreshed brand identity under the new name HB Wealth. This marks an important step in the $25B RIA's alignment of all offices and teams under a unified brand that reflects its commitment to delivering comprehensive advice and concierge-level care through a fee-only approach. The HB Wealth name preserves the strength and recognition of "HB," while presenting a more modern and pre... HB Wealth. Release Versions Media Contact Acacia Aster Broder Gregory for HB Wealth 484-881-2035 [email protected]

Private Banker International
Nov 11th, 2025
HB Wealth appoints Gina Martin Adams as chief market strategist

HB Wealth appoints Gina Martin Adams as chief market strategist. Adams previously worked as the chief equity strategist and head of equity strategy and fund research at Bloomberg Intelligence. US-based registered investment adviser (RIA) and wealth management firm HB Wealth has appointed Gina Martin Adams as chief market strategist as part of a series of investment leadership changes. Adams previously worked as the chief equity strategist and head of equity strategy and fund research at Bloomberg Intelligence. As chief market strategist, she will work with HB Wealth's investment team to deliver market perspectives and support the company's investment strategies. Adams will collaborate with recently appointed chief investment officer Joel Houck and deputy chief information officer (CIO) Ford Donohue. Together, the leadership team will provide investment guidance and analysis to HB Wealth's advisers, clients, and investment committee. They will oversee asset allocation and portfolio construction for the firm, which manages $29bn in assets as a registered investment adviser. US tariffs are shifting - will you react or anticipate? Don't let policy changes catch you off guard. Stay proactive with real-time data and expert analysis. Adams said: "Throughout my career, I've focused on research and insights that inform investment decisions. As I considered my next chapter, I wanted to bring that work closer to where it can make the greatest impact: with clients. "HB Wealth's collaborative culture and client-first values immediately resonated with me. I'm excited to join the firm and to partner with Joel and Ford as they take on their new leadership roles to deliver insights that support advisors and the clients they serve." Adams brings over 25 years of experience in market analysis, thematic research, and strategy development at international financial institutions. With a top-down vision, she would leverage fundamental, technical, and quantitative perspectives to advise investment decisions. Also, she is expected to contribute to in-house research, support the development of new investment products, and enhance client experience. Her responsibilities also include working with HB Wealth's investment committee to inform portfolio decisions across private and public markets. Houck joined HB Wealth earlier this year, as part of a merger with WMS Partners. Founded in 1989, HB Wealth is headquartered in Atlanta. It employs over 300 people and operates 12 offices across six states. The firm provides fiduciary, fee-only wealth advisory and investment management services to individuals, families, and institutions. HB Wealth CEO Thomas Carroll said: "The combination of these 3 leaders marks an exciting step forward for HB Wealth. Joel and Ford have done an exceptional job guiding its investment team in recent months, and these new roles formally recognise the leadership they've already demonstrated. "With Gina joining us, we're bringing together a team whose experience, insight, and collaboration will further strengthen the thoughtful guidance we provide to clients every day."

Business Wire
Nov 10th, 2025
HB Wealth Strengthens Investment Leadership with Appointment of Gina Martin Adams as Chief Market Strategist and Key Investment Promotions

HB Wealth strengthens investment leadership with appointment of Gina Martin Adams as Chief Market Strategist and key investment promotions. Adams will be joining newly appointed CIO Joel Houck and Deputy CIO Ford Donohue in guiding HB Wealth's investment philosophy, market outlook, and portfolio strategies Gina Martin Adams, Chief Market Strategist at HB Wealth ATLANTA-(BUSINESS WIRE)-HB Wealth, one of the nation's leading independent, fee-only wealth management firms, is bringing on Gina Martin Adams, former Chief Equity Strategist and Head of Equity Strategy and Fund Research at Bloomberg Intelligence, as Chief Market Strategist. In this role, she will collaborate with HB Wealth's investment team to deliver timely market perspectives, share actionable insights, and enhance the firm's visibility as a leading voice in the industry. Adams, CFA, CMT, will collaborate closely with Joel Houck, CFP(R), CFA, CAIA, who has been recently appointed Chief Investment Officer, and Ford Donohue, CFA, newly appointed Deputy CIO, to provide market perspective, investment guidance, and forward-looking analysis to HB Wealth's advisors, clients, and investment committee. Together, this investment leadership team will shape the $29 billion RIA's investment philosophy, guide asset allocation, and advance the firm's position as a trusted voice in the markets. With more than 25 years of experience at leading global financial institutions, Adams brings deep expertise in market analysis, thematic research, and translating complex economic trends into actionable strategies. With a top-down perspective, she leverages fundamental, technical, and quantitative perspectives to inform investment decisions. She will also contribute to advancing proprietary research, supporting the development of new investment products, and enhancing the client experience through thought leadership and education. Houck joined HB Wealth in early 2025 as Managing Director of Investment Solutions through the firm's merger with WMS Partners in Towson, MD, and brings 35 years of experience in capital markets, equity research, commercial banking, and hedge-fund management from prior roles with Bank of America, PNC, Wells Fargo, Cicero Capital Partners, and A.G. Edwards & Sons. Donohue has been with HB Wealth since 2014, most recently serving as Managing Director of Public Markets, overseeing the firm's investment strategy across equities, fixed income, and hedge funds. "The combination of these 3 leaders marks an exciting step forward for HB Wealth," said Thomas Carroll, CEO at HB Wealth. "Joel and Ford have done an exceptional job guiding our investment team in recent months, and these new roles formally recognize the leadership they've already demonstrated. With Gina joining us, we're bringing together a team whose experience, insight, and collaboration will further strengthen the thoughtful guidance we provide to clients every day." Adams will also serve as a bridge between HB Wealth's investment philosophy and the clients it supports, helping translate the firm's market insights into meaningful conversations. As members of HB Wealth's investment committee, Houck, Donohue, and Adams will collaborate with the firm's private and public market investment teams to shape portfolio construction and asset allocation decisions. "Throughout my career, I've focused on research and insights that inform investment decisions," said Adams. "As I considered my next chapter, I wanted to bring that work closer to where it can make the greatest impact: with clients. HB Wealth's collaborative culture and client-first values immediately resonated with me. I'm excited to join the firm and to partner with Joel and Ford as they take on their new leadership roles to deliver insights that support advisors and the clients they serve." Adams serves on the Board of the CMT Association and the Advisory Council at the University of Florida's Warrington College of Business. She is also a member of the Economics Club of New York, 100 Women in Finance, and the Financial Women's Association, and an advocate for mentoring emerging female professionals in the finance industry. About HB Wealth Founded in 1989, HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services. As one of the country's largest fee-only registered investment advisers (RIAs), HB Wealth is headquartered in Atlanta with more than 300 employees operating out of 12 offices across six states, managing over $29 billion for individuals, families, and institutions. With a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve, HB Wealth delivers comprehensive advice and concierge-level care through a fee-only approach. Think of it as the fiduciary standard, elevated. Learn more at hbwealth.com. Media Contact Acacia Aster Broder Gregory FCA for HB Wealth 484-881-2035 [email protected] More News From HB Wealth ATLANTA-( BUSINESS WIRE )-HB Wealth, a leading Atlanta-based registered investment adviser (RIA) serving families and investors across the country from its offices in the Southeast and Mid-Atlantic, today announces the opening of an office in Charlotte, North Carolina with the addition of an experienced wealth management team. Market Leader Matthew Moore joins HB Wealth with Andrea Smith and Rebecca Warner as Senior Wealth Advisors and Shareholders. Jared Green, Advisory Associate, and Ana Pena... ATLANTA-( BUSINESS WIRE )-Homrich Berg Wealth Management, a leading independent wealth management firm, launched its refreshed brand identity under the new name HB Wealth. This marks an important step in the $25B RIA's alignment of all offices and teams under a unified brand that reflects its commitment to delivering comprehensive advice and concierge-level care through a fee-only approach. The HB Wealth name preserves the strength and recognition of "HB," while presenting a more modern and pre... ATLANTA-( BUSINESS WIRE )-Homrich Berg Wealth Management (HB), a leading fee-only wealth advisor with $25B AUM, launched a new firmwide program to foster a culture of ownership throughout the firm. The initiative provides equity participation to all non-shareholder employees, reinforcing HB's belief that team members who contribute to the firm's long-term success should also share in its rewards. The Equity Participation Program is designed to offer meaningful incentives to attract and retain t...