Content & Marketing Coordinator

Responsibilities

• Build and manage the systems that connect our marketing activities and help us develop relationships with prospective clients.
• Create and optimize automated email sequences for subscribers, prospects, and prospective clients.
• Build different follow-up experiences based on where someone is in their relationship with Rivertree.
• Develop lead nurturing campaigns for people who are interested in retirement planning but aren't ready to hire an advisor.
• Create follow-up systems for prospects who have previously reached out but haven't become clients.
• Monitor lead activity to identify people who are becoming more engaged with our content.
• Maintain accurate contact records, segmentation, tagging, and lead status within our CRM and marketing platforms.
• Make sure qualified opportunities don't fall through the cracks.
• Improve the handoff between marketing, prospective clients, and our advisory team.
• Track how people discover Rivertree and interact with our content over time.

Requirements

• 2–4 years of experience in digital marketing, marketing operations, email marketing, or a related field.
• Experience working with CRM systems and email marketing platforms.
• Familiarity with marketing automation, audience segmentation, and lead nurturing.
• Strong writing and communication skills.
• Understanding of digital marketing analytics, campaign tracking, and conversion optimization.
• Familiarity with YouTube, Instagram, podcasts, and short-form content.
• Ability to manage multiple projects and execute independently.
• Comfortable learning new software, integrating tools, and using AI to improve workflows.
• Strong attention to detail and a genuine interest in helping Rivertree grow.

Preferred

• Experience with HubSpot or similar marketing automation platforms.
• Experience with Google Analytics.
• Experience using Zapier and other workflow automation tools.
• Experience running webinar platforms and building landing pages.
• Familiarity with video content repurposing and social media strategy.
• Experience working in financial services or another regulated industry.
• Familiarity with YouTube audience development and content performance analytics.

Benefits

• Base Salary: 60,000–70,000, depending on experience
• Performance Bonus: Eligible for an annual performance-based bonus
• Retirement Plan: Company-sponsored 401(k) with employer match up to 4%
• Health Insurance: Employer-sponsored health insurance
• Paid Time Off: Competitive PTO plus holidays
• Technology & Equipment: Company-provided equipment and technology needed to succeed in the role
• Career Growth: Opportunity to grow into a Director of Marketing or broader marketing leadership role as Rivertree continues to grow.