About the Role

The Email Marketing Specialist will build and lead a new function within the firm’s marketing organization, establishing the processes, systems, and connectivity that power all email marketing communications across retail, advisor, and institutional audiences. This role is not limited to campaign deployment; it is also responsible for designing and implementing the digital framework that ensures email marketing effectively connects with web and social channels to create a cohesive client experience.

As the firm expands its digital engagement capabilities, this position will play a central role in ensuring that prospects and clients, particularly in lower-touch and emerging segments, are reached, nurtured, and guided toward Sales or conversion.

About the Team

The Digital Marketing team at Baron Capital is a collaborative, high-impact group responsible for managing all aspects of the Firm’s digital presence including the website, SEO, social media, email marketing, digital advertising, and digital marketing analytics. The team oversees the day-to-day performance of these channels while partnering closely with the broader Marketing team and firm stakeholders to shape digital strategy and drive business growth

Key Responsibilities

Build and Operationalize the Email Function

• Optimize and build upon the firm’s Pardot-based email marketing infrastructure, including templates, workflows, and automation logic.
• Establish campaign processes, governance, and QA protocols to support marketing, sales, and product initiatives.
• Partner with technology and compliance teams to ensure the platform meets data, security, and regulatory requirements.
• Define performance standards, KPIs, and reporting structures for the email channel.

Omnichannel Integration and Digital Connectivity

• Strengthen the technical and operational linkages between email, website, CRM, and social platforms to create a connected digital experience.
• Implement email-related tracking, tagging, and audience data flow between systems to enable cohesive, cross-channel engagement.
• Collaborate with the Head of Digital Marketing to evolve personalization, automation, and journey-based campaigns that reflect a client’s full digital footprint.

Campaign Development and Delivery

• Plan, build, and deploy targeted campaigns to support thought leadership, product launches, advisor engagement, and client education.
• Create segmented and behavior-based workflows that deliver relevant content to specific audiences and client stages.
• Coordinate campaign calendars and priorities to ensure consistency across business lines and marketing channels.

Engagement and Conversion Strategy

• Develop and manage nurture programs aimed at engaging lower-touch clients and prospects not actively covered by sales teams.
• Use data and behavioral insights to move these audiences through the engagement funnel from awareness to conversion.
• Collaborate with channel marketing and sales to build a lead scoring system to identify and route marketing qualified leads to sales.
• Partner with distribution and analytics teams to identify touchpoints that can re-engage dormant or low-activity relationships.

Analytics, Optimization, and Reporting

• Define performance metrics (delivery, engagement, conversion, retention) and establish a reporting cadence for leadership.
• Conduct A/B testing to optimize content, subject lines, and delivery timing.
• Leverage analytics to refine segmentation, improve deliverability, and drive overall program effectiveness.

Qualifications

Required:

• Bachelor’s degree in Marketing, Communications, Business, or a related field.
• 5-7 years of email marketing experience
• Demonstrated expertise in Pardot (Marketing Cloud Account Engagement) or a similar a similar email marketing platform.
• Proven track record designing and executing segmented, automated, and data driven email campaigns.
• Experience managing email operations infrastructure, including templates, workflow, and automation logic.
• Strong understanding of email deliverability, compliance (CAN-SPAM, GDPR), and data privacy practices.
• Familiarity with CRM systems (preferably Salesforce) and their integration with marketing automation tools.
• Experience with analytics and reporting, including campaign performance measurement, A/B testing, and optimization.
• Demonstrated ability to collaborate across marketing, sales, technology, and compliance teams.
• Strategic thinker with a strong attention to detail.
• Self-starter comfortable leading new initiatives and establishing processes from the ground up.

Preferred Qualifications:

• Technical knowledge of Pardot configuration, API integrations, Pardot landing page development, and dynamic email content.
• Experience with cross-channel campaign coordination, connecting email with web analytics, CRM, and social engagement data.
• Familiarity with HTML/CSS for email design and best practices for responsive layouts.
• Understanding of marketing data structures (lead scoring, segmentation logic, tagging)
• Exposure to asset management or B2B marketing environments with multiple audiences (retail, advisor, institutional)