Hubspot Marketing Operations Specialist

Job Description
HubSpot Marketing Operations Specialist
Wealth Management FirmNew York, Charlotte NC, San FranciscoRemote/Hybrid Available
The 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 Own
HubSpot Mastery & Migration

• Lead our Q4 HubSpot implementation and ongoing optimization
• Build sophisticated workflows, lead scoring, and automation sequences
• Design and manage multi-touch digital campaigns across all channels
• Develop comprehensive reporting dashboards and performance analytics

Lead Generation & Pipeline Development

• Create and execute targeted digital strategies to identify high-potential prospects
• Build and optimize landing pages, email sequences, and lead capture systems
• Research and implement new lead generation tools and channels
• Develop and maintain a robust, trackable prospect pipeline

Campaign Management & Optimization

• Design and execute outbound sales campaigns across email, social, and phone
• Monitor lead engagement metrics and continuously optimize conversion rates
• Collaborate with marketing team on content optimization for lead capture
• A/B test everything-campaigns, subject lines, landing pages, you name it

Sales & Marketing Alignment

• Serve as first point of contact for inbound leads, professionally representing our firm
• Qualify leads using established criteria and route to appropriate advisor teams
• Facilitate smooth lead handoffs with full context and background
• Bridge the gap between marketing efforts and sales results

What We're Looking For
Non-Negotiables

• 5+ years digital marketing, lead generation, or marketing operations experience
• Advanced HubSpot expertise -you should know workflows, lead scoring, reporting, and automation like the back of your hand
• Proven track record of hitting or exceeding lead generation targets
• Deep understanding of sales funnels, lead qualification, and conversion optimization

Technical Skills

• Proficiency with digital marketing tools: email marketing, paid ads, social media, SEO
• Experience with CRM management and data hygiene best practices
• Comfortable with marketing analytics and performance reporting
• Knowledge of lead scoring methodologies and qualification frameworks

Personal Qualities

• Self-motivated and results-driven -we need someone who takes ownership
• Excellent communicator -you'll present to leadership and interface with prospects
• Analytically minded -data should drive your decisions
• Process-oriented -you love creating systems that scale
• Collaborative -you'll work closely with advisors and marketing team

Why This Role Matters

You 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 experience
• Opportunity to build marketing operations from the ground up
• Work with cutting-edge marketing technology
• Remote/hybrid flexibility available
• Direct impact on company growth

Education & Experience

• Bachelor's degree in Marketing, Business, or related field preferred
• 5-10 years relevant experience in digital marketing or marketing operations
• Industry experience not required -we value fresh perspectives

Ready 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 optimized
• Metrics from lead generation programs you've managed
• Any HubSpot certifications you hold

To Apply: Send your resume and cover letter to: View email address on click.appcast.io