Marketing Operations Manager

Summary

CFRA Research is an independent equity and fund research firm looking for a Marketing Operations Manager to oversee their marketing systems and processes. The role involves managing HubSpot, launching marketing campaigns, and ensuring data integrity between marketing and sales platforms.

Responsibilities

• Serve as primary HubSpot administrator: manage the portal, build and maintain workflows, automations, lead scoring, and campaign assets (landing pages, forms, emails, lists)
• Build and launch marketing campaigns end-to-end — from workflow logic to asset creation to post-launch reporting
• Own marketing analytics and reporting: campaign performance, engagement scoring, pipeline attribution, and ad hoc reporting for leadership
• Maintain data hygiene and process alignment between HubSpot and Salesforce, working closely with sales operations to ensure clean handoffs and accurate attribution
• Manage website updates and content publishing in WordPress , coordinating with marketing on landing pages, campaign microsites, and ongoing site maintenance
• Edit and produce video content (webinar clips, analyst commentary, promotional content) for use across web, email, and social channels
• Upload, format, and manage video content on YouTube, including titles, descriptions, thumbnails, and playlist organization
• Troubleshoot and optimize marketing tech stack performance, flagging and resolving integration or data issues

Skills

• 3-5 years of experience in marketing operations, with deep hands-on HubSpot administration — asset building, workflow/automation design, and reporting
• Working knowledge of Salesforce, including experience with CRM data structure and marketing/sales alignment
• Experience managing a website in WordPress or a comparable CMS
• Familiarity with financial services — comfortable with industry terminology, compliance-conscious content practices, and B2B audiences in asset management, wealth management, or related sectors
• Strong analytical instincts; comfortable pulling and interpreting campaign and engagement data
• Detail-oriented and process-driven, with the ability to manage multiple concurrent workstreams
• Background at a research firm, asset manager, or financial data/analytics company
• Familiarity with paid digital advertising (LinkedIn Campaign Manager, Google Ads, or similar), including campaign setup, budget management, and performance tracking
• Comfort with basic video editing tools (e.g., Premiere Pro, CapCut, Descript) and experience managing a YouTube channel or content library

Qualifications

Must Haves

• 3-5 years of experience in marketing operations, with deep hands-on HubSpot administration — asset building, workflow/automation design, and reporting
• Working knowledge of Salesforce, including experience with CRM data structure and marketing/sales alignment
• Experience managing a website in WordPress or a comparable CMS
• Familiarity with financial services — comfortable with industry terminology, compliance-conscious content practices, and B2B audiences in asset management, wealth management, or related sectors
• Strong analytical instincts; comfortable pulling and interpreting campaign and engagement data
• Detail-oriented and process-driven, with the ability to manage multiple concurrent workstreams

Nice to Haves

• Background at a research firm, asset manager, or financial data/analytics company
• Familiarity with paid digital advertising (LinkedIn Campaign Manager, Google Ads, or similar), including campaign setup, budget management, and performance tracking
• Comfort with basic video editing tools (e.g., Premiere Pro, CapCut, Descript) and experience managing a YouTube channel or content library

Benefits

• Sick Days
• PTO
• Holiday Pay
• Health, Dental, & Vision Insurance
• Company paid Life & Disability Insurance
• Performance Bonus
• Pension