Hubspot Marketing Operations Specialist

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Wealth Management Firm | New York, Charlotte NC, San Francisco | Remote/Hybrid Available

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The Opportunity

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We're migrating to HubSpot in Q4 and need a HubSpot expert<\/b> to lead our digital marketing operations from day one. This isn't about learning on the job—we want someone who already knows HubSpot inside and out.

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Plot twist:<\/b> We actually prefer candidates from outside wealth management. Fresh perspectives often drive the best results.

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If you're a HubSpot power user who understands sales funnels, lead flow, and campaign optimization, we want to talk—regardless of your industry background.

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What You'll Own

<\/h2>HubSpot Mastery & Migration

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Lead our Q4 HubSpot implementation and ongoing optimization

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Build sophisticated workflows, lead scoring, and automation sequences

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Design and manage multi -touch digital campaigns across all channels

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Develop comprehensive reporting dashboards and performance analytics

<\/li><\/ul>Lead Generation & Pipeline Development

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Create and execute targeted digital strategies to identify high -potential prospects

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Build and optimize landing pages, email sequences, and lead capture systems

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Research and implement new lead generation tools and channels

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Develop and maintain a robust, trackable prospect pipeline

<\/li><\/ul>Campaign Management & Optimization

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Design and execute outbound sales campaigns across email, social, and phone

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Monitor lead engagement metrics and continuously optimize conversion rates

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Collaborate with marketing team on content optimization for lead capture

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A/B test everything—campaigns, subject lines, landing pages, you name it

<\/li><\/ul>Sales & Marketing Alignment

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Serve as first point of contact for inbound leads, professionally representing our firm

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Qualify leads using established criteria and route to appropriate advisor teams

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Facilitate smooth lead handoffs with full context and background

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Bridge the gap between marketing efforts and sales results

<\/li><\/ul>What We're Looking For

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Non -Negotiables

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5+ years<\/b> digital marketing, lead generation, or marketing operations experience

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Advanced HubSpot expertise<\/b>—you should know workflows, lead scoring, reporting, and automation like the back of your hand

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Proven track record<\/b> of hitting or exceeding lead generation targets

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Deep understanding<\/b> of sales funnels, lead qualification, and conversion optimization

<\/li><\/ul>Technical Skills

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Proficiency with digital marketing tools: email marketing, paid ads, social media, SEO

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Experience with CRM management and data hygiene best practices

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Comfortable with marketing analytics and performance reporting

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Knowledge of lead scoring methodologies and qualification frameworks

<\/li><\/ul>Personal Qualities

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Self -motivated and results -driven<\/b>—we need someone who takes ownership

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Excellent communicator<\/b>—you'll present to leadership and interface with prospects

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Analytically minded<\/b>—data should drive your decisions

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Process -oriented<\/b>—you love creating systems that scale

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Collaborative<\/b>—you'll work closely with advisors and marketing team

<\/li><\/ul>Why This Role Matters

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You won't just be managing campaigns—you'll be building the foundation of our digital growth strategy. As we scale, your HubSpot expertise will be central to our success.

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What we offer:<\/b>

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Salary range: $100,000 - $115,000 based on experience

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Opportunity to build marketing operations from the ground up

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Work with cutting -edge marketing technology

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Remote/hybrid flexibility available

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Direct impact on company growth

<\/li><\/ul>Education & Experience

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Bachelor's degree<\/b> in Marketing, Business, or related field preferred

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5 -10 years<\/b> relevant experience in digital marketing or marketing operations

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Industry experience not required<\/b>—we value fresh perspectives

<\/li><\/ul>Ready to Apply?

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If you're a HubSpot expert ready to take ownership of our entire digital marketing operations, we want to hear from you.

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Please include:<\/b>

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Specific examples of HubSpot campaigns you've built and optimized

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Metrics from lead generation programs you've managed

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Any HubSpot certifications you hold

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To Apply:<\/b> Send your resume and cover letter to: ;\/a><\/b>

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Hubspot Marketing Operations Specialist