Our client operates a leading digital platform dedicated to financial professionals, offering tools and networking capabilities for advisors, RIAs, CPAs, and insurance agents. With a growing base of 80,000 users, the platform facilitates mergers and acquisitions, succession planning, and a range of collaborative opportunities across the financial services sector.
The Growth Marketer will spearhead strategic marketing initiatives focused on user acquisition, engagement, and brand positioning. Reporting directly to the executive leadership team, this role is pivotal in optimising marketing performance, shifting brand narrative, and enabling the company to scale efficiently. This position offers the opportunity to architect and implement full-funnel growth campaigns in a dynamic, mission-driven environment.
Fully Remote (Work from Home), 9 AM – 5 PM EST
Growth Campaign Development & Execution
Design and execute digital campaigns to significantly increase monthly user signups.
Conduct A/B testing and conversion rate optimisation across all active channels.
Utilise the podcast and resource partner network to drive traffic and conversions.
Content & Social Media Management
Manage and expand brand presence on LinkedIn and X/Twitter.
Support and coordinate content creation and scheduling with internal stakeholders.
Align content strategy with evolving company narrative focused on broader networking in financial services.
Analytics & Funnel Optimisation
Leverage CRM and analytics platforms (HubSpot, Intercom, etc.) to monitor user behavior and campaign performance.
Identify actionable insights through data to refine campaign strategies.
Recommend new tools or integrations to improve user engagement analytics.
Experience & Skills
2+ years of experience in growth marketing or a related digital marketing role.
Demonstrated success managing multi-channel digital marketing campaigns.
Experience with LinkedIn and X/Twitter as growth tools.
Technical & Platform Knowledge
Familiarity with HubSpot, Intercom, Canva, and similar CRM/design platforms.
Basic understanding of email marketing systems, ideally transitioning from platforms like Constant Contact.
Understanding of analytics tools to evaluate user engagement and marketing ROI.
Mindset & Attributes
Proactive, self-starter with a test-and-learn mindset.
Strong communication and organizational skills.
Comfortable working independently in a fast-paced, scaling tech environment.
Boosting digital-driven signups to triple-digit growth.
Improved engagement rates and campaign effectiveness measured via HubSpot and analytics dashboards.
Timely and effective rollout of the platform’s repositioning strategy.
Positive internal feedback on campaign coordination and strategic contribution.
This is a high-impact opportunity to lead marketing in a tech-forward company reshaping networking for financial professionals. You’ll be empowered to bring innovative ideas to life, work directly with leadership, and influence platform-wide user growth. With flexibility in budget and tools, this role provides the runway for a creative, analytical marketer to make a measurable impact and grow alongside a purpose-driven organization.
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