Lead-Generation Specialist for New York Registered Investment Adviser

Carroll Financial Group is an established New York registered investment adviser seeking an experienced lead-generation specialist to develop and test a professional, compliant prospecting system. This is not a request for a generic contact list, bulk spam campaign or unqualified appointment-setting service. We want someone who understands the trust, discretion and regulatory sensitivity involved in marketing investment-advisory services. The initial target market will likely include business owners, executives and professionals with approximately $500,000 to $5 million or more in investable assets. Experience marketing RIAs, wealth-management firms, financial planners, CPAs, attorneys or other high-trust professional services is strongly preferred. The selected freelancer will help us: Refine our ideal-client profile and offer Recommend the most appropriate initial channel Build a targeted, properly sourced prospect list Develop outreach messaging for our approval Launch a controlled pilot campaign Qualify interested prospects Schedule appropriate introductory meetings Track activity, responses, meetings and outcomes Document a repeatable process that Carroll Financial owns Possible channels may include personalized email, LinkedIn outreach, business-owner outreach, webinars, referral campaigns or paid advertising. We are open to recommendations, but every activity and communication must be approved before launch and conducted in accordance with applicable marketing, privacy, telemarketing and investment-adviser requirements. Please answer the following in your proposal: Describe your direct experience generating leads for RIAs, financial advisors or wealth-management firms. What channels did you use? What measurable results did you produce—contacts, positive responses, qualified meetings and clients? How do you define a qualified appointment? How do you source and validate contact information? How do you address opt-outs, Do Not Call requirements, email compliance and financial-services marketing restrictions? What would you test during the first 30 days? What would you need from us? Please provide a redacted sample campaign report or relevant case study. Confirm that all prospect data, accounts, messaging and campaign materials will be owned by Carroll Financial Group. Please begin your response with the phrase “FIDUCIARY LEAD GENERATION” so that we know you read the entire posting. We expect to begin with a paid pilot and expand the engagement if the process produces genuinely qualified opportunities.