Responsibilities

• Own all HubSpot configuration, list segmentation, workflow automation, and contact database hygiene
• Build and maintain campaign reporting dashboards; deliver monthly and campaign-level performance reports to leadership
• Manage lead routing, lifecycle stages, and handoff protocols between marketing and advisory team
• Serve as internal HubSpot administrator — troubleshoot, optimize, and train staff on platform usage
• Integrate AI tools and automation into HubSpot workflows to increase campaign velocity and reduce manual overhead
• Traffic and manage deliverables across all agency partners: creative, SEO/digital media, podcast/YouTube, direct mail, and TV
• Own campaign asset deployment — landing pages, email sequences, lead magnets, form setup, and UTM tracking
• Maintain the campaign calendar and ensure all stakeholders are aligned on timelines and launch readiness
• Coordinate with compliance (internal) on review and approval workflows prior to campaign launch
• Support podcast, blog, and YouTube publishing cadence — including upload, metadata, and distribution

Requirements

• 5+ years of experience in digital marketing, marketing operations, or a closely related role
• Demonstrated HubSpot proficiency — CRM administration, workflows, reporting, and forms (HubSpot certification preferred)
• Experience managing and trafficking deliverables across multiple external agency partners simultaneously
• Strong command of campaign analytics — UTM structure, attribution, funnel reporting, and conversion tracking
• Familiarity with WordPress and Elementor for content publishing and landing page management
• Exceptional project management skills with a bias for documentation and process
• Comfortable operating with AI tools (ChatGPT, Claude, or comparable) as productivity instruments

Preferred

• Experience in financial services, wealth management, or another regulated industry
• Familiarity with compliance review workflows and regulatory considerations in marketing (Reg BI, SEC advertising rules)
• Hands-on experience with paid digital channels — Google, Meta, programmatic/OTT — even in a reporting or coordination role
• Exposure to podcast or video production workflows
• Experience building marketing automation sequences for high-touch, long sales cycles