Company Description Modern American Advisor is a media, leadership, and growth platform serving the future of financial services. The organization connects financial advisors, wealth managers, RIAs, fintech leaders, executives, and industry partners with ideas, relationships, technology, and opportunities that shape what comes next in the industry. Through publications, podcasts, newsletters, executive interviews, research, and original content, the platform delivers insight on leadership, wealth management, practice growth, AI, technology, succession, marketing, client experience, and innovation. In addition to media, Modern American Advisor offers education, strategic partnerships, exclusive events, and executive communities, including initiatives such as a Private Members Club, Women in Finance, Build to a Billion, AI Initiatives, and Executive Salons. It is a hub where trusted insight, meaningful relationships, and ambitious ideas help financial professionals grow their businesses, expand their influence, and lead through change.
Role Description This part-time, Marketing Operations Specialist role is based in the Greater Seattle Area. The Marketing Operations Specialist will manage and optimize marketing processes, workflows, and technology to support Modern American Advisor’s media, events, and community initiatives. Day-to-day responsibilities include maintaining marketing automation platforms, building and refining campaigns, tracking performance, and ensuring data quality across CRM and marketing systems. The role will collaborate closely with marketing, sales, and content teams to develop reporting dashboards, analyze campaign results, and recommend improvements that enhance lead generation, audience engagement, and conversion. This position will also assist the CMO in event planning. Some travel may be required.
Qualifications
- Strong foundation in marketing operations and experience managing marketing workflows and campaign processes.
- Proficiency in marketing analytics, including interpreting data, building reports, and applying analytical skills to improve performance.
- Hands-on experience with marketing automation platforms and related tools used for email, nurture programs, and lead management.
- Effective communication skills, with the ability to collaborate across teams and present findings to non-technical stakeholders.
- Experience with CRM systems (e.g., Hubspot or similar) and integrated marketing technology stacks is highly beneficial.
- Understanding of digital marketing channels (email, social, web) and audience segmentation strategies.
- Ability to work on-site in the Greater Seattle Area, manage multiple projects, and prioritize in a fast-paced environment.
- Bachelor’s degree in marketing, business, communications, or a related field, or equivalent professional experience.