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
• Handle end-to-end event logistics: create Zoom events, build registration pages, send invitations, and coordinate post-event communications
• 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
• Unlimited PTO
• Ready to disrupt wealth management? Let's talk!

Ready to disrupt wealth management? Let's talk!