Associate Director, Digital Ops & Marketing Analytics

Denver, CO (Remote)

$95K/yr – $110K/yrSenior Level7+ years expFull time

Posted 7 weeks ago

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Job Summary

Own the agency-forward marketing engine for a B2B FinServ audience, balancing multi-vendor execution, CRM automation, and data-driven decisions.

  • Agency & Campaign Ownership: Align agency work with objectives, manage backlogs in ClickUp, and translate results into actionable guidance.
  • Martech & Analytics Surgery: Drive HubSpot automation, data hygiene, integrations, and a robust attribution/reporting layer across GA4 and Tag Manager.
  • Insights to Action: Translate AI-assisted analyses into channel, spend, and optimization recommendations that improve CRO and SEO-driven outcomes.

Job Description

Responsibilities

  • Agency & Project Management: Provide strategic direction and prioritization for agency partners, ensuring initiatives align with marketing objectives, organizational goals, and performance targets.
  • Agency partners: Serve as primary internal point of contact for all of IWI's digital agency partners (HubSpot, paid media, web, analytics).
  • Campaign Partnership: Manage agency backlogs and project workflows in ClickUp; triage incoming requests, create requirements documentation, manage execution, and communicate status with stakeholders.
  • Campaign Partnership: Verify agency deliverables and performance reporting against source-of-truth data.
  • Campaign Partnership: Partner with the Associate Director of Marketing on campaign planning and execution.
  • Campaign Partnership: Deliver post-campaign performance analysis and surface recommendations for future campaigns.
  • Marketing Technology & Automation: Direct the evolution of IWI's HubSpot funnel automation framework — workflows, forms, lifecycle stages, lead scoring, and routing.
  • Marketing Technology & Automation: Manage email deliverability strategy, nurture program design, automation, and contact personalization.
  • Marketing Technology & Automation: Oversee HubSpot organization, data hygiene, and integrations (HubSpot, Salesforce, Zapier, and connected systems).
  • Data & Analytics: Provide strategic recommendations based on marketing performance data, industry trends, and business objectives to inform digital investments and channel priorities.
  • Data & Analytics: Own attribution and reporting infrastructure, including Google Tag Manager configuration and conversion tracking accuracy across the marketing stack.
  • Data & Analytics: Build and maintain performance dashboards across HubSpot and GA4.
  • Data & Analytics: Conduct campaign and funnel analyses using IWI's existing AI-assisted analytics workflow (Claude); validate findings against first-party data.
  • Data & Analytics: Translate analysis into recommendations on spend allocation, campaign performance, and channel improvements.
  • Website Performance: Direct conversion rate optimization (CRO) and user experience strategy in partnership with IWI's web agency for our websites, Oversee search engine optimization performance and tactics; partner with the content function on SEO-driven content needs.
Investments & Wealth Institute logo

Investments & Wealth Institute

The Investments & Wealth Institute is a premier professional membership association and the leading credentialing body for wealth management certifications in the United States and beyond. We are dedicated to serving the educational and professional development needs of the financial advice industry’s most advanced practitioners, especially those focused on the high and ultra-high-net-worth ecosystems. Members of the Institute include the world’s most successful wealth managers and advisors, RIA teams and ensemble practices, and enterprise-level decision makers in the financial advice industry.In addition to our award-winning publications, we offer a powerful suite of continuing educational (CE) programs and products, including our comprehensive online Academy, personalized private classes, live seminars, and national conferences. Our three professional certification programs — the Certified Private Wealth Advisor® (CPWA®), the Retirement Management Advisor® (RMA®), and the Certified Investment Management Analyst® (CIMA®) credentials — represent powerful bodies of knowledge and symbolize extensive, exceptional professional expertise.

Founded in 1985
Englewood, Colorado, USA
72 employees (11 in marketing)

Traffic Signals

Monthly Visitors
50.8K
Monthly Google Ads Budget
$465
Traffic Source Mix
Search
39.1%
Direct
53.4%
Referral
4.8%
Social
0.9%
Paid
1.6%

Headcount Trend

Current headcount: ~70

Marketing Team

Marketing Team Size
11 (15% of company)