Demand Generation Manager
Red Oak
Demand Generation Manager
Red Oak
Automated compliance workflow for financial advertising
Red Oak builds compliance software for financial services firms.
Our vision: We become the compliance layer every Financial Services firm runs on.
Today, we serve 19 of the top 20 global asset managers, including BlackRock, Vanguard, PIMCO, and Morgan Stanley, alongside 1,550+ regulated firms. Our customers report $95–101T in combined AUM.
Our buyers don't fill out a form after clicking an ad. Chief compliance officers at regulated financial firms research before they ever talk to us, bring legal, information security, and procurement with them, and take a longer path to raising their hand. Demand generation here is a credibility game, won in the places where that research actually happens.
This is a new role, created to give the always-on demand engine a dedicated owner inside a marketing team that shares the pipeline number. The platform now covers more of what a compliance program needs, which means more search terms worth owning, more reasons for a CCO to engage, and a larger set of firms who should be hearing from us. You decide the channel mix, defend it with data, and kill what isn't working.
High ownership. High visibility. High impact.
90 Days: A channel plan with a defended budget allocation is in place, alongside a search priority list spanning organic, answer, and generative surfaces.
You own demand-generation-sourced new business pipeline within a marketing team that shares one total pipeline number. That covers always-on demand creation, search visibility across organic, answer, and generative engines, the website as a conversion surface, and the new-business half of account-based marketing — run in direct partnership with outbound and enterprise sellers. You direct the paid media agency alongside the Sr. Director of Marketing and own the digital line of the marketing budget.
Build and run always-on demand programs — content distribution, paid search, paid social, syndication, and retargeting — and decide the channel mix based on performance data
Own acquisition webinars end to end: topic selection, promotion, registration, follow-up, and the pipeline they produce
Own organic search (keyword strategy, technical and on-page SEO) and run answer engine and generative engine optimization as distinct workstreams, tracking visibility and citation share
Own the website as a revenue surface — landing pages, conversion paths, forms, testing, and the handoff to routed lead
Build target account lists against the company's tiering model and run account-level advertising and signal-driven prioritization in partnership with outbound and sales
Brief and hold the paid media agency to performance, own the digital budget plan by channel, and reallocate spend monthly based on results
Own the demand side of the marketing stack, including intent and account-signal tooling, so it drives prioritization rather than sitting unused
Use AI tools as a working layer for campaign development, audience research, competitive analysis, landing page iteration, and performance reporting — and flag where manual work can go away
3 to 5 years in B2B demand generation, with real time owning a pipeline number rather than supporting someone who did
Background in B2B demand generation serving enterprise or considered-sale markets, with a track record you can point to rather than tenure alone
Hands-on channel execution — you've personally built campaigns, written and tested landing pages, and worked directly in ad platforms including Google Ads, Microsoft Ads, LinkedIn, and Meta
Real organic search capability, including keyword strategy, technical SEO, and a point of view on how AEO and GEO are changing discovery in B2B purchases
Account-based marketing experience against enterprise target accounts, run in partnership with outbound and sales
HubSpot and Salesforce fluency, including campaign reporting, attribution, and lead routing
AI fluency in your demand generation workflow: using AI for campaign development, research, and reporting. This is table stakes here
Plus: experience in financial services, compliance, fintech, or another regulated or technical B2B market; conversion rate optimization or growth experimentation background; hands-on use of AI search visibility or brand monitoring tooling
Equity units via EOP (Employee Ownership Plan): share in what we're building
Comprehensive health coverage: medical, dental, and vision
401(k) with a 3% company contribution
20 days PTO annually, plus your birthday off and paid sick leave
Enhanced family leave
Life insurance
We're an AI-first marketing team, and this is a hands-on AI role. You'll be expected to find where manual work can go away and to say so — the tools are there to make the job faster, not to sit unused in a dashboard.
Location: Austin, TX (hybrid, minimum 3 days in office)
Travel: 10 to 15%
Reports To: Sr. Director of Marketing
Compensation: Base salary plus performance-based variable tied to pipeline results
Red Oak Compliance provides compliance software and services to financial services and insurance firms. Its main product is a SaaS platform that automates the submission, review, and approval of advertising and marketing materials to ensure they comply with regulations from bodies like the SEC and FINRA, and to preserve electronic records in line with SEC Rule 17a-4. The offering combines software with consulting services, giving clients both the automated workflow and regulatory guidance. The company differentiates itself by delivering an integrated solution that covers end-to-end compliance workflows for advertising materials and related risk management, rather than just generic software. Its goal is to help broker-dealers, investment advisers, and insurance companies meet regulatory obligations efficiently and reduce compliance risk by acting as a comprehensive compliance partner.
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