Responsibilities

• Own the entire marketing function. Work directly with the CEO and Integrator. Build something that matters.
• You will shoot, edit, build, publish, and measure.
• You will sit down with our CEO, Integrator and sales specialists, extract complex financial concepts, and turn them into video, campaigns, and events that advisors act on.
• Video content end to end: shooting with camera, lavalier, and lighting; editing short-form clips in Descript; managing our YouTube channel and educational webinar library
• Our HubSpot instance: email campaigns, automation, segmentation, SMS, social posting, and reporting dashboards
• Live events, webinars, and advisor programs, from invitation through follow-up
• Collateral, pitch decks, and campaign assets built to our brand standards, with AI tools multiplying your output
• Our marketing library and all new asset organization
• Coordination of outside agency and freelance partners, with a mandate to consolidate over time
• Internal events that build culture and camaraderie

Requirements

• 3+ years of hands-on marketing production experience, ideally in financial services, insurance distribution, or an agency environment
• HubSpot proficiency (certification preferred): automation, segmentation, reporting
• A portfolio of video, design, and campaign work; Descript and YouTube channel experience strongly preferred
• Working fluency with AI tools for content creation and workflow acceleration
• The ability to interview subject matter experts and translate complex concepts into clear, compelling content
• Data literacy: you can pull your numbers, present them, and own the response when results fall short
• Strong organization, deadline discipline, and comfort operating within a structured accountability system
• Insurance or annuity knowledge is a plus (not required); curiosity and fast learning are required

Preferred

• HubSpot proficiency (certification preferred): automation, segmentation, reporting.