HubSpot Marketing Operations Specialist

<\/h1>

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

<\/h2>

The Opportunity

<\/h2>

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.

<\/p>

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

<\/p>

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.

<\/p>

What You'll Own

<\/h2>HubSpot Mastery & Migration

<\/h3>

Lead our Q4 HubSpot implementation and ongoing optimization

<\/li>

Build sophisticated workflows, lead scoring, and automation sequences

<\/li>

Design and manage multi -touch digital campaigns across all channels

<\/li>

Develop comprehensive reporting dashboards and performance analytics

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

<\/h3>

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

<\/li>

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

<\/li>

Research and implement new lead generation tools and channels

<\/li>

Develop and maintain a robust, trackable prospect pipeline

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

<\/h3>

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

<\/li>

Monitor lead engagement metrics and continuously optimize conversion rates

<\/li>

Collaborate with marketing team on content optimization for lead capture

<\/li>

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

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

<\/h3>

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

<\/li>

Qualify leads using established criteria and route to appropriate advisor teams

<\/li>

Facilitate smooth lead handoffs with full context and background

<\/li>

Bridge the gap between marketing efforts and sales results

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

<\/h2>

Non -Negotiables

<\/h3>

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

<\/li>

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

<\/li>

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

<\/li>

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

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

<\/h3>

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

<\/li>

Experience with CRM management and data hygiene best practices

<\/li>

Comfortable with marketing analytics and performance reporting

<\/li>

Knowledge of lead scoring methodologies and qualification frameworks

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

<\/h3>

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

<\/li>

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

<\/li>

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

<\/li>

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

<\/li>

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

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

<\/h2>

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.

<\/p>

What we offer:<\/b>

<\/p>

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

<\/li>

Opportunity to build marketing operations from the ground up

<\/li>

Work with cutting -edge marketing technology

<\/li>

Remote/hybrid flexibility available

<\/li>

Direct impact on company growth

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

<\/h2>

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

<\/li>

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

<\/li>

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

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

<\/h2>

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

<\/p>

Please include:<\/b>

<\/p>

Specific examples of HubSpot campaigns you've built and optimized

<\/li>

Metrics from lead generation programs you've managed

<\/li>

Any HubSpot certifications you hold

<\/li><\/ul>

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

<\/p><\/div><\/div>

<\/div><\/span>

✨ Job alerts

✨ Job alerts

Hubspot Marketing Operations Specialist