Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with over $17B in AUM. We have more than 200 employees serving clients from 20 offices in 10 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

We are seeking to add to our rock-star marketing team with someone with a strong background in digital campaigns, managing multiple large-scale projects, and measuring the performance analytics of a campaign. The ideal candidate for this position should have a background in marketing automation or marketing for professional services and will combine their technical knowledge of marketing platforms with strong project management skills to oversee individual marketing campaigns from start to finish. Our company has grown tremendously over the past few years and your work will help us both chart our future plans and better serve our existing clients.

Responsibilities

• Collaborate with marketing team to understand marketing needs of various regions and advisors holding primary responsibility for ensuring that marketing platforms such as CRM (Dynamics and Salesforce) and HubSpot are set up and maintained to support marketing activities. Oversee key aspects of our marketing automation platform (HubSpot) and optimize its use by ensuring thorough tracking of KPIs via tools like forms, landing pages, automated emails, and workflows
• Experience developing, executing and managing multiple SEO and Google AdWords campaigns and social media advertising including LinkedIn
• Be able to work with and direct third-party teams to ensure our vision is being properly implemented and marketing strategies are being followed
• Work with internal stakeholders to ensure marketing data is fully integrated with firm systems and available to advisors. Serve as a resource to advisors and internal teams looking to better understand firm marketing metrics
• Measure and report on the performance of all digital marketing campaigns to leadership
• Identify trends and insights and optimize spend and performance based on those insights
• Use understanding of design and brand standards to create digital marketing materials as needed as part of the operation of digital platforms

Requirements

• A Bachelor's degree in marketing, communications, engineering, or graphic design, or equivalent
• 3+ years of experience in either the marketing or data analytics field
• Previous experience with a marketing automation platform such as HubSpot or Marketo
• Exposure to and familiarity with Customer Relationship Management (CRM) software, with experience in Microsoft Dynamics and Salesforce preferred
• Ability to think proactively about marketing technology needs and an interest in problem solving and process improvement
• Ability to work across departments and levels of the firm to create solutions to improve efficiency and client experience
• Some experience with Content Management Systems (CMS) like WordPress and Adobe CC, specifically with HTML output from CC programs

Additional Experience (Not Required, but a Plus)

• Strong understanding of Search Engine Optimization (SEO) and experience working with Google Analytics
• Previous experience with Sales enablement platforms or document management systems
• Previous experience in financial services or with client engagement activities
• A background in graphics or branding and the ability to produce collateral adhering to brand standards

What We Offer

NFP and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

NFP and You... Better. Together.

NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.