[Remote] Assoc. Director, Digital Ops & Marketing Analytics (Remote US)

Note: The job is a remote job and is open to candidates in USA. Investments & Wealth Institute is seeking an Associate Director, Digital Operations & Marketing Analytics to oversee the use of marketing technology and data. This role will develop a digital roadmap, provide data-driven recommendations, and ensure resources are aligned to deliver measurable business outcomes.

Responsibilities

• Provide strategic direction and prioritization for agency partners, ensuring initiatives align with marketing objectives, organizational goals, and performance targets
• Serve as primary internal point of contact for all of IWI's digital agency partners (HubSpot, paid media, web, analytics)
• Manage agency backlogs and project workflows in ClickUp; triage incoming requests, create requirements documentation, manage execution, and communicate status with stakeholders
• Verify agency deliverables and performance reporting against source-of-truth data
• Partner with the Associate Director of Marketing on campaign planning and execution
• Deliver post-campaign performance analysis and surface recommendations for future campaigns
• Direct the evolution of IWI's HubSpot funnel automation framework — workflows, forms, lifecycle stages, lead scoring, and routing
• Manage email deliverability strategy, nurture program design, automation, and contact personalization
• Oversee HubSpot organization, data hygiene, and integrations (HubSpot, Salesforce, Zapier, and connected systems)
• Provide strategic recommendations based on marketing performance data, industry trends, and business objectives to inform digital investments and channel priorities
• Own attribution and reporting infrastructure, including Google Tag Manager configuration and conversion tracking accuracy across the marketing stack
• Build and maintain performance dashboards across HubSpot and GA4
• Conduct campaign and funnel analyses using IWI's existing AI-assisted analytics workflow (Claude); validate findings against first-party data
• Translate analysis into recommendations on spend allocation, campaign performance, and channel improvements
• Direct conversion rate optimization (CRO) and user experience strategy in partnership with IWI's web agency for our websites
• Oversee search engine optimization performance and tactics; partner with the content function on SEO-driven content needs
• Manage website architecture and ensure technical alignment with broader marketing strategy
• Oversee direction for paid media performance across paid social, search and display, and industry publication advertising
• Reconcile paid media spend against budget; flag pacing and performance issues

Skills

• 7+ years of experience in digital marketing, marketing operations, or marketing technology
• Organized and proactive — comfortable running multiple workstreams across vendors and internal partners without close oversight
• Strong working fluency with ClickUp or comparable project management tools
• Experience in managing martech stacks
• Hands-on, administrator-level experience with HubSpot Marketing Hub and website CMS
• Working knowledge of GA4 and Google Tag Manager, including event configuration and conversion tracking
• Functional understanding of digital advertising channels, website optimization, user experience, and SEO/AEO principles to direct execution and gauge performance
• Strong analytical capability — able to build reports, interpret data, and translate into recommendations for non-technical audiences
• Comfort with AI tools, paired with the judgment to validate AI-generated findings against first-party data
• Familiarity with Zapier or similar integration platforms
• Experience in B2B FinServ or FinTech a plus

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