Marketing Operations Manager

Job Description

At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement.

What sets us apart? It’s not just the tech (though it’s best-in-class). It’s the people, the purpose, and the passion behind everything we do.

We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management.

As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. Join us, and be part of a company that’s not only moving fast—but making it count.

This role is hybrid, requiring three days per week onsite in our Needham, MA headquarters. 

As a Marketing Operations Manager, you’ll play a pivotal role in scaling and optimizing our go-to-market engine. You’ll manage systems, data flows, campaign execution support, and performance tracking across our marketing tech stack. This role is ideal for someone who thrives in a fast-paced, evolving environment and is passionate about operational excellence, revenue impact, and the infrastructure behind great marketing.

Here’s What You’ll Do: 

• Marketing Tech Stack & Automation: Lead the day-to-day management and optimization of our core marketing platforms (e.g., HubSpot, ZoomInfo, Google Analytics). Establish best practices for email setup, list management, and campaign execution. Support website updates and performance tracking via HubSpot.
• Campaign Execution Support: Partner with demand generation and content teams to build and QA email campaigns, nurture programs, lead scoring models, and workflows.
• Data Governance: Ensure clean, compliant, and unified marketing data across systems. Maintain lead lifecycle tracking, contact segmentation, and integrations.
• Performance Reporting: Develop dashboards and reporting frameworks that highlight campaign performance, funnel health, and key insights for both Marketing and Sales. Collaborate with demand generation managers to track, analyze, and optimize campaign effectiveness across channels.
• Process Optimization: Identify inefficiencies and continuously improve campaign operations, lead flow, attribution, and tracking methodologies.
• Sales Alignment: Work closely with Sales to align on MQL/SQL definitions, ensure smooth lead handoffs, and maintain clear funnel metrics. Collaborate with Sales leadership to build dashboards, generate pipeline reports, and support processes that drive visibility and accountability.
• Testing & QA: Proactively test marketing programs across systems and troubleshoot issues in real time—emails, forms, UTM tracking, scoring, etc.
• Compliance & Security: Help ensure marketing practices adhere to privacy regulations (e.g., GDPR, CCPA) and internal data security standards.

What You Bring to the Table: 

• 3–5 years in marketing operations, revenue operations, or demand generation at a high-growth B2B SaaS or fintech company.
• Strong hands-on experience with marketing automation platforms (HubSpot preferred), HubSpotCRM, and data visualization tools (e.g., Looker, Tableau) .
• Solid understanding of email best practices, lead management processes, funnel metrics, and attribution models.
• Highly detail-oriented with excellent project management and organizational skills.
• Analytical mindset—you’re comfortable interpreting data and turning it into actionable insights.
• Strong communicator with the ability to translate technical concepts into business language.
• Ability to thrive in ambiguity and quickly adapt to changing tools, processes, or priorities.

Bonus If You Have: 

• Experience in the wealth management, fintech, or financial services industry.
• Knowledge of HTML/CSS for email and landing page troubleshooting.
• Familiarity with sales enablement tools (e.g., Outreach, SalesLoft).
• Experience building or maintaining lead scoring models and ABM platforms (e.g., Demandbase, 6sense).

Why You’ll Love Working Here: 

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect:

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.

The estimated base salary range for this position is $95,000– $110,000.

Advisor 360 provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications. 

Additionally, Advisor360 leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360 reserves the right to modify this information at any time, subject to applicable law. 

While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time. 

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.