Hubspot Marketing Operations Specialist

Job Opportunity

HubSpot Marketing Operations Specialist Wealth Management Firm | New York, Charlotte NC, San Francisco | Remote/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