Marketing Manager – Advisor Growth & Demand Generation (Uptiq Premier Mortgage)

About the Role

This is a zero-to-one marketing role focused entirely on mortgage and lending demand generation—including home loans, SBLOCs, and other credit solutions

[ See https://uptiqpremiermortgage.com/ and https://www.uptiq.ai/clientlending for details on the business ]

Your job is simple to define and hard to execute:

Drive advisor engagement that turns into pipeline.

You won’t inherit a system. You’ll build it.

From webinars to roundtables, from LinkedIn content to direct outreach—you own the calendar, the audience, and the outcomes.

If you’re looking to “coordinate campaigns,” this isn’t it.

If you want to build a demand engine from scratch and see direct revenue impact, read on.

What You’ll Own

1. Advisor Engagement Engine (Core Responsibility)

• Plan and execute high-impact engagement formats:
• Webinars
• Brown bags & lunch-and-learns
• Branch visits
• Regional roundtables
• Conferences & closed-door sessions
• Own the entire lifecycle:
• Topic → Speaker → Audience → Attendance → Follow-ups → Pipeline
• Drive consistent attendance and repeat participation

2. Pipeline-Driven Demand Generation

• Build a repeatable pipeline engine for mortgage and lending products
• Align every activity to:
• Advisor activation
• Deal creation
• Loan applications
• Track and optimize for conversion, not just participation

3. Content & Distribution (Built from Scratch)

• Create and distribute:
• LinkedIn content (posts, carousels, POVs)
• Educational content for RIAs (mortgage strategies, SBLOC use cases, etc.)
• Event-led content (pre/post/event amplification)
• Build distribution loops:
• Content → Event → Conversation → Deal → Content
• Experiment with:
• Thought leadership
• Community building
• Co-marketing with partners

4. Advisor Activation & Segmentation

• Systematically activate UPM’s RIA network
• Build a segmented outreach plan:
• Who gets a call
• Who gets an event invite
• Who gets a 1:1 interaction
• Create and execute a 90-day activation playbook
• Drive deeper engagement with top advisors

5. Follow-ups That Convert

• Own post-event and post-touchpoint follow-ups:
• Personalized outreach
• Nurture sequences
• Sales handoffs
• Work closely with sales to ensure:
• No lead drops
• Faster conversion cycles

What We’re Looking For

Must-Have

• 3–5 years in B2B marketing, demand generation, or growth roles
• Experience working with high-consideration products (financial services, SaaS, consulting, etc.)
• Strong ownership mindset—you can build and execute without dependencies
• Excellent communication skills (you will write, host, and present)
• Experience driving events, webinars, or community-led growth

Good-to-Have

• Experience working with RIAs, wealth managers, or financial advisors
• Understanding of mortgages, lending products, or capital markets
• Familiarity with LinkedIn-led growth and personal branding
• Experience in early-stage or zero-to-one environments

What Success Looks Like (First 90 Days)

• A clear advisor segmentation and activation plan in place
• Consistent calendar of events and engagement programs
• Measurable increase in:
• Active advisors
• Event attendance
• Pipeline generated
• A functioning content + distribution engine
• Strong alignment with sales on follow-ups and conversions

Why This Role Matters

UPM already has access to a strong RIA network.

What’s missing is structured, consistent activation that converts attention into deals.

This role is critical to building that engine.

Who This Is Perfect For

• Someone who wants to own a business outcome, not just a channel
• Someone comfortable with ambiguity and zero-to-one building
• Someone who prefers shipping fast over over-planning

If you are interested, please send your resume to [email protected]