Wealth
Wealth is the leading tech-based estate planning solution designed specifically for financial advisors. The platform provides an end-to-end solution for estate planning, allowing advisors to visualize the entire planning process through intuitive visualizations and insightful suggestions. Wealth combines cutting-edge technology, artificial intelligence, and human expertise to offer personalized and scalable estate planning services. It covers all U. S. jurisdictions and provides secure document storage and management. Wealth also facilitates client relationships by simplifying complex estate planning tasks, ultimately enriching the wealth management industry.
Marketing Operations Coordinator
Yesterday
🇺🇸 United States – Remote
💵 $70k - $80k / year
⏰ Full Time
🟢 Junior
⚙️ Marketing Operations
🚫👨🎓 No degree required
🦅 H1B Visa Sponsor
Wealth
Wealth is the leading tech-based estate planning solution designed specifically for financial advisors. The platform provides an end-to-end solution for estate planning, allowing advisors to visualize the entire planning process through intuitive visualizations and insightful suggestions. Wealth combines cutting-edge technology, artificial intelligence, and human expertise to offer personalized and scalable estate planning services. It covers all U. S. jurisdictions and provides secure document storage and management. Wealth also facilitates client relationships by simplifying complex estate planning tasks, ultimately enriching the wealth management industry.
📋 Description
• Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. • By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. • Our team thrives in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone enjoys working. • Wealth.com is certified as a Great Place to Work for 2024 and named a finalist for Fast Company’s Best Workplaces for Innovators! • As a Marketing Operations Coordinator, you will manage key marketing systems, assist with reporting and analytics, and support marketing automation workflows. • This is an excellent opportunity for someone looking to develop expertise in marketing technology, operations, and analytics in a fast-growing SaaS company.
🎯 Requirements
• 0-2 years of experience in marketing, operations, or analytics (internships count!). • Familiarity with marketing automation platforms (e.g., HubSpot) and CRM systems (e.g., Salesforce). • Strong analytical mindset with an interest in marketing performance measurement. • Detail-oriented, organized, and eager to learn in a fast-paced environment. • Proficiency in Excel/Google Sheets and experience with reporting tools is a plus. • Passion for marketing technology and data-driven decision-making.
🏖️ Benefits
• Competitive Salary. • Fully remote, flexible work environment. We do however meet together in person several times a year. • Full medical and dental benefits. • Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged. • Paid Parental Leave. • Company equity managed through Carta. • 401k with Match and 100% vesting upon hire. • Free estate planning!
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