5-7+ years in marketing operations or a similar field, ideally within fintech or high-growth B2B SaaS
Strong technical proficiency in martech tools like Google Analytics 4, Braze, Salesforce, and testing platforms
Expertise in web optimization including Core Web Vitals and SEO best practices
Experience with modern CMS platforms, ideally Webflow
Demonstrated ability to manage complex martech stacks and integrations
Excellent communication skills to bridge technical concepts for non-technical stakeholders
Strong project management abilities in a fast-paced environment
Responsibilities
Own and optimize the complete marketing technology stack for attribution and lifecycle marketing
Manage technical health and scalability of website properties, including advisor microsites
Architect and maintain data flows between first-party data and third-party tools
Design and execute A/B testing programs to enhance marketing effectiveness
Collaborate with product and engineering teams to leverage martech as a competitive edge
Rapidly build and refine landing pages and promotional microsites to boost conversion rates
Drive SEO and LLM optimization strategies for high-net-worth visibility
Benefits
Competitive compensation package reflecting impact and contribution
Collaborative workspace with top industry talent
Opportunity for career growth in a rapidly scaling startup
Full health benefits, including 401(k) matching and Roth IRA options
Unlimited paid time off (PTO)
Early-stage involvement in disrupting the wealth management industry
Full Job Description
Your Impact
Maintain our webpages and manage edits to pages from various team members, collaborating across marketing
Manage the upload and ongoing maintenance of Google Business Profiles as new advisor profiles are onboarded, and handle Google support verification follow-ups
Execute advisor microsite updates and edits, routing content changes through to the live site on a recurring basis
Perform routine QA and maintenance on proprietary internal marketing tools - flag bugs, broken links, rendering issues, and assist with testing new features and functionality; escalate to the appropriate team member for resolution
Assist with writing PRD documentation for new tools, functionality, and features in our internal marketing system
Help maintain structure and hygiene of shared G Drive folders in Google Workspace
Build and execute emails in HubSpot for team members across marketing
Manage send lists, handle data hygiene, and process opt-outs in HubSpot
Import and manage contact and organization lists sourced from GuideStar, ZoomInfo, and other tools for the Institutional and Growth teams
Support lead verification and deduplication for inbound advisor leads using tools like LinkedIn, BeenVerified, and FINTRX; flag and merge duplicate records to maintain list integrity
Manage AdvisorFinder.com listings and maintain advisor profiles on-platform
Drive automation for performance monitoring and dashboards for leadership updates
Support Growth team reporting on program performance monitoring
The Ideal Match
Exceptionally organized and detail-oriented - you catch things others miss
Comfortable juggling multiple workstreams and stakeholders without losing track of priorities
Proficient with marketing and CRM tools; HubSpot experience is strongly preferred
Familiar with Google Workspace (Docs, Drive, Sheets) and comfortable learning new platforms quickly
Bonus Points
Comfortable and adept at AI tools, or have an interest in working with AI-powered systems
Hands-on experience with website content management systems (WordPress, Webflow, HubSpot, AEM, etc.)
Interested in the intersection of financial services and marketing operations
Why Join Us -
Competitive comp package that rewards impact
Work alongside some of the brightest minds in fintech
Ground-floor opportunity at a fast-scaling startup
Chart your own growth path as we expand
Full health benefits + 401(k) matching & Roth IRA options
