Marketing Operations Specialist

Job OpportunityHubSpot Marketing Operations Specialist Wealth Management Firm | New York, Charlotte NC, San Francisco | Remote/Hybrid AvailableThe Opportunity We're migrating to HubSpot in Q4 and need a HubSpot expert to lead our digital marketing operations from day one. This isn't about learning on the job—we want someone who already knows HubSpot inside and out. Plot twist: We actually prefer candidates from outside wealth management. Fresh perspectives often drive the best results. If you're a HubSpot power user who understands sales funnels, lead flow, and campaign optimization, we want to talk—regardless of your industry background.What You'll OwnHubSpot Mastery & MigrationLead our Q4 HubSpot implementation and ongoing optimizationBuild sophisticated workflows, lead scoring, and automation sequencesDesign and manage multi-touch digital campaigns across all channelsDevelop comprehensive reporting dashboards and performance analyticsLead Generation & Pipeline DevelopmentCreate and execute targeted digital strategies to identify high-potential prospectsBuild and optimize landing pages, email sequences, and lead capture systemsResearch and implement new lead generation tools and channelsDevelop and maintain a robust, trackable prospect pipelineCampaign Management & OptimizationDesign and execute outbound sales campaigns across email, social, and phoneMonitor lead engagement metrics and continuously optimize conversion ratesCollaborate with marketing team on content optimization for lead captureA/B test everything—campaigns, subject lines, landing pages, you name itSales & Marketing AlignmentServe as first point of contact for inbound leads, professionally representing our firmQualify leads using established criteria and route to appropriate advisor teamsFacilitate smooth lead handoffs with full context and backgroundBridge the gap between marketing efforts and sales resultsWhat We're Looking ForNon-Negotiables5+ years digital marketing, lead generation, or marketing operations experienceAdvanced HubSpot expertise—you should know workflows, lead scoring, reporting, and automation like the back of your handProven track record of hitting or exceeding lead generation targetsDeep understanding of sales funnels, lead qualification, and conversion optimizationTechnical SkillsProficiency with digital marketing tools: email marketing, paid ads, social media, SEOExperience with CRM management and data hygiene best practicesComfortable with marketing analytics and performance reportingKnowledge of lead scoring methodologies and qualification frameworksPersonal QualitiesSelf-motivated and results-driven—we need someone who takes ownershipExcellent communicator—you'll present to leadership and interface with prospectsAnalytically minded—data should drive your decisionsProcess-oriented—you love creating systems that scaleCollaborative—you'll work closely with advisors and marketing teamWhy This Role MattersYou won't just be managing campaigns—you'll be building the foundation of our digital growth strategy. As we scale, your HubSpot expertise will be central to our success.What we offer:Salary range: $100,000 - $115,000 based on experienceOpportunity to build marketing operations from the ground upWork with cutting-edge marketing technologyRemote/hybrid flexibility availableDirect impact on company growthEducation & ExperienceBachelor's degree in Marketing, Business, or related field preferred5-10 years relevant experience in digital marketing or marketing operationsIndustry experience not required—we value fresh perspectivesReady to Apply? If you're a HubSpot expert ready to take ownership of our entire digital marketing operations, we want to hear from you. Please include:Specific examples of HubSpot campaigns you've built and optimizedMetrics from lead generation programs you've managedAny HubSpot certifications you holdTo Apply: Send your resume and cover letter to: View email address on click.appcast.io