Marketing & Partnerships Specialist; Executive Support

Overview

Marketing & Partnership Specialist (with Executive Support)

Company: Brady CFO ()

Location: Hybrid | Houston-based | 20-25% local travel

Who We Are

Brady CFO is a Fractional CFO firm helping construction and agribusiness owners ($10-$75M revenue) scale through strategic financial leadership. We provide CFO-level expertise to growing companies without the full-time cost. We’re expanding and need someone to build our partnership ecosystem and marketing engine.

Partnerships (40%)

• Support the President in building relationships with referral partners (bankers, CPAs, wealth managers, etc.)
• Manage CRM processes and partner follow-up & outreach
• Create marketing materials for partners (case studies, service PDFs, one-pagers)
• Execute email campaigns to clients & prospects featuring partner services

Marketing & Leads (35%)

• Execute outreach campaigns to target prospects & partners
• Participate in Linked In content strategy, assist in implementation, and track engagement
• Own prospect database and follow-up schedules
• Provide input on appropriate marketing metrics and monitor said metrics (reach, engagement, conversion)
• Heavily support President in generating qualified leads for new business

Events (20%)

• Coordinate relationship-building events for partners and clients
• Handle logistics of events/experiences and create memorable brand experiences
• Attend events to build connections and represent Brady CFO

Executive Support (20-25%)

• Manage President’s calendar and assist in travel management & coordination
• Screen communications and handle administrative tasks

Required:

• Bachelor’s in Marketing, Business, or related field
• 2-3 years in marketing, business development, or related roles
• Experience contributing to client/customer acquisition
• CRM experience (Salesforce, Hub Spot, or similar)
• Digital marketing skills (Linked In, email, content)
• Design ability (Canva, Adobe, or similar)
• Strong communication and organizational skills
• Google Workspace proficiency

Bonus:

• 3-5 years in B2B or professional services marketing
• Analytics and optimization experience
• Event coordination background
• Financial services knowledge

• Optimize CRM for partner/prospect management
• Coordinate 12+ successful events
• Build 10+ active premium partnerships
• Assist President in generating 20+ qualified leads.
• Create systematic marketing processes

Compensation:

• Salary: $60,000 – $75,000 annually, depending on education and experience

Benefits:

• 401k plan
• Health/Medical Benefits package
• 15 – 20% bonus for first 12 months, depending on experience & personal & company performance

• Business Development/Marketing Manager path (18-24 months)
• Direct impact on growth and client acquisition
• Executive exposure and strategic learning with President/Founder
• Hybrid role with flexibility
• Development & growth into a role of ownership of business development & marketing strategy
• Small, entrepreneurial, high-growth team where you matter and can have significant impact

Work Style: Hybrid with 3-4 local events monthly. We care about results, not time tracking.

Email resume + brief note to

• Subject: “Marketing & Partnership Specialist – [Your Name]”
• Include examples of your personal design portfolio.
• Include your Linkedin profile link.
• Include an answer to the question in the body of the email: “Why would a wealth manager want to refer their clients and prospects to Brady CFO?”

We will confirm receipt of resume and next steps within 5 business days.

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