Marketing Operations Manager

About Altruist

Altruist is the modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing — all in one streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone — but we can’t do it alone. We’re seeking exceptional talent to join our team. That’s where you come in! 

If you’re passionate about challenging the status quo and making a meaningful impact in the financial advice industry, we’d love to meet you!

But first, our values

Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.

Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.

Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.

The opportunity

Altruist is entering an exciting phase of growth, and we're looking for a Marketing Automation Operations Manager to join our quickly scaling Marketing team! You’ll play a critical role in driving growth by developing best-in-class marketing automation and operations capabilities. Working cross-functionally with marketing, sales, and product teams, you’ll drive the delivery of seamless experiences throughout the customer journey. You will develop and manage systems to take a user from their first web session to becoming a valued customer on the Altruist platform.

Your impact

• Develop and implement comprehensive marketing automation strategies to support Altruist’s growth objectives
• Oversee the setup, configuration, and management of marketing automation platforms such as Chilipiper, HubSpot, WordPress, Outreach.io, Appcues, Amplitude, Tableau, and similar tools to streamline marketing workflows and campaigns
• Collaborate with cross-functional teams including marketing, sales, and product to create and execute automated marketing campaigns that target key segments and personas 
• Analyze and optimize marketing automation workflows to improve lead generation, lead nurturing, and conversion rates throughout the marketing and sales funnels
• Manage the integration of marketing automation platforms with CRM systems (e.g., Salesforce) to ensure seamless data flow and accurate tracking of leads, opportunities, and customers
• Develop and maintain documentation for marketing automation processes, including standard operating procedures, best practices, and guidelines for internal stakeholders
• Monitor and report on key performance metrics related to marketing automation initiatives, providing insights and recommendations for continuous improvement
• Stay current with AI and industry best practices in marketing automation, making recommendations for new tools and strategies to enhance marketing operations.
• Train and support marketing and sales teams in using marketing automation tools effectively, including providing guidance on campaign setup, segmentation, and A/B testing

What you bring

• Experience - 5+ years of experience in marketing automation, operations, or related roles, preferably at a B2B financial services, fintech, or SaaS organization
  
  • Strong analytical skills with the ability to interpret data, identify trends, and make data-driven recommendations for optimization
  • Excellent project management skills with the ability to manage multiple projects simultaneously and meet tight deadlines
  • Solid understanding of B2B marketing principles and strategies; fintech or financial services experience is a plus
  • Proficiency in CRM systems such as Salesforce, including experience with data management and integration between CRM and marketing automation platforms
• Education - Ideally looking for a B.A. / B.S. degree in relevant fields such as Marketing, Business Administration, Communications, Advertising, etc.
• Technical aptitude - You’re technologic