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
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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
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  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
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    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
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      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
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        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
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          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
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            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
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              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
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                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
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                  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:

                    t.washington@ivywayplacements.com

                    
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