Growth Marketing Specialist

Well-known financial advisors Michael Kitces and Alan Moore witnessed firsthand the growing demand for fee-for-service financial planning. This inspired them to create a solution that could streamline billing processes for advisors while ensuring regulatory compliance. Since its public launch in 2018, Advice Pay has become a cornerstone of the financial planning landscape, serving thousands of advisors and firms nationwide and earning recognition for its innovative approach.

Today, Advice Pay continues to grow and adapt with new features and partnerships, enhancing the platform's capabilities. Driven by our belief in the fee-for-service model, our mission remains clear: to empower advisors and firms in offering fee-for-service financial planning. Our aim is to make getting paid for advice easy and scalable for everyone involved – from advisors to the home office, and clients.

As the industry evolves, we're dedicated to staying ahead of the curve, ensuring that Advice Pay remains the trusted solution for financial professionals nationwide.

We are headquartered in Bozeman, Montana and we are incredibly proud to be listed on the Inc. 5000 list of America's Fastest-Growing Private Companies for 3 years in a row, as well as being recognized as a 2022 Wealth Tech 100 company, which places us among the top 100 innovative Fin Tech providers in the world addressing opportunities faced by the wealth and asset management industries.

You’ll love working here if you value - and want to contribute to - a positive, inclusive, innovative, and “Get Sh
* t Done” culture where teammates help one another succeed and are committed to doing the right thing. If you're up for the challenge of disrupting an industry, join us.

The Growth Marketing Specialist is a hands-on, proactive marketing professional responsible for managing and executing Advice Pay’s multi-product marketing campaigns, lifecycle programs, social media, and event marketing initiatives. Reporting to the Growth Marketing Manager, you will translate broader marketing priorities into high-converting campaigns, determining the right audiences, channels, messaging, and execution strategies. This role requires a blend of creative thinking, technical fluency, analytical judgment, and strong project management skills.

The ideal candidate is comfortable working independently within established priorities, proactively identifying opportunities, making recommendations, solving problems, and improving marketing processes and program performance. This person will play an important role in moving marketing initiatives from planning through execution, measurement, and optimization while collaborating closely with cross-functional stakeholders.

• Plan, build, QA, schedule, and launch multi-channel marketing campaigns and lifecycle programs in Hub Spot, including marketing emails, social content, landing pages, and other campaign assets. Determine appropriate audiences, segmentation, channels, messaging, timing, and execution approaches based on campaign objectives and broader marketing priorities, while ensuring accuracy, functionality, brand consistency, and a strong customer experience.
• Develop and optimize email nurture programs, campaign journeys, and audience experiences, identifying opportunities to improve engagement, effectiveness, and the customer experience.
• Own day-to-day social media marketing activities, including developing content ideas, creating and refining copy, coordinating creative assets, managing the content calendar, and monitoring performance to grow engagement.
• Maintain and optimize Hub Spot functionality supporting marketing campaigns, audience segmentation, lifecycle programs, reporting, and…