Associate Director, Digital Operations & Marketing Analytics

Role Description

The Associate Director, Digital Operations & Marketing Analytics is a new role at Investments & Wealth Institute reporting to the Managing Director of Marketing & Communications. This role owns how the department uses marketing technology, data, and digital channels to drive awareness, leads, and conversions.

• Develop a digital roadmap and provide data-driven recommendations.
• Ensure resources are aligned to deliver measurable business outcomes against leadership’s priorities.
• Collaborate internally to create plans and solutions.
• Work with agency partners to execute and translate performance into decisions.
• Mix strategic oversight with hands-on involvement, including troubleshooting in HubSpot or CMS.
• Own IWI's marketing technology stack — HubSpot, GA4, CMS, and their integrations.
• Manage marketing attribution and reporting that drives marketing decisions.

Qualifications

• 7+ years of experience in digital marketing, marketing operations, or marketing technology.
• Organized and proactive — comfortable running multiple workstreams across vendors and internal partners without close oversight.
• Strong working fluency with ClickUp or comparable project management tools.
• Experience in managing martech stacks.
• Hands-on, administrator-level experience with HubSpot Marketing Hub and website CMS.
• Working knowledge of GA4 and Google Tag Manager, including event configuration and conversion tracking.
• Functional understanding of digital advertising channels, website optimization, user experience, and SEO/AEO principles.
• Strong analytical capability — able to build reports, interpret data, and translate into recommendations for non-technical audiences.
• Comfort with AI tools, paired with the judgment to validate AI-generated findings against first-party data.
• Familiarity with Zapier or similar integration platforms.
• Experience in B2B FinServ or FinTech a plus.

Requirements

• Provide strategic direction and prioritization for agency partners.
• Serve as primary internal point of contact for all of IWI's digital agency partners.
• Manage agency backlogs and project workflows in ClickUp.
• Verify agency deliverables and performance reporting against source-of-truth data.
• Partner with the Associate Director of Marketing on campaign planning and execution.
• Deliver post-campaign performance analysis and surface recommendations for future campaigns.
• Direct the evolution of IWI's HubSpot funnel automation framework.
• Manage email deliverability strategy, nurture program design, automation, and contact personalization.
• Oversee HubSpot organization, data hygiene, and integrations.
• Provide strategic recommendations based on marketing performance data.
• Own attribution and reporting infrastructure.
• Build and maintain performance dashboards across HubSpot and GA4.
• Conduct campaign and funnel analyses using IWI's existing AI-assisted analytics workflow.
• Direct conversion rate optimization (CRO) and user experience strategy.
• Oversee search engine optimization performance and tactics.
• Manage website architecture and ensure technical alignment with broader marketing strategy.
• Oversee direction for paid media performance across various channels.
• Reconcile paid media spend against budget; flag pacing and performance issues.

Company Description