Responsibilities

• Administer HubSpot at the platform level — user provisioning, permissions, seat management, integrations, and system health
• Own data governance: lifecycle stages, lead status, contact properties, naming conventions, and folder structures across all teams
• Build and maintain automations, workflows, and sequences that support advisor onboarding, engagement, and operations
• Manage HubSpot integrations (including Rippling) to ensure clean data sync across people systems and advisor records
• Serve as the escalation point for HubSpot issues across Marketing, Advisor Experience, and Operations — triage, resolve, and document
• Partner cross-functionally to translate business needs into scalable HubSpot configurations without creating technical debt
• Establish and maintain platform documentation, playbooks, and internal training resources for advisors and internal teams

Requirements

• 4–6+ years of HubSpot administration experience at the platform level — not just marketing execution, but actual system ownership
• Experience managing HubSpot in a multi-team, multi-stakeholder environment with competing priorities
• Strong grasp of HubSpot's data model: contact/company/deal object relationships, lifecycle stages, and integration behaviors
• Comfort managing integrations and troubleshooting sync issues (Rippling, Salesforce, or similar HRIS/CRM integrations a plus)
• Detail-oriented with solid documentation habits — you write the guide so the next person doesn't have to ask twice
• Calm under pressure; able to triage a live issue while also managing a backlog of improvement projects

Preferred

• HubSpot certifications (Marketing Software, Operations Hub, CRM Implementation)
• Experience in financial services, RIA, or wealth management environments
• Familiarity with Rippling or other HRIS platforms and their HubSpot integration patterns
• Prior experience supporting advisor-facing or client-facing platforms

Benefits

• 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
• Ready to disrupt wealth management? Let's talk!
• Ready to disrupt wealth management? Let's talk!