Marketing Operations Manager

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CFRA Research

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1994

💸 Finance

💳 Fintech

🏢 Enterprise

💰 Private Equity Round on 2023-01

Finance • Fintech • Enterprise

CFRA Research is a global leader in delivering independent and unbiased investment research and financial intelligence solutions to clients worldwide. The company specializes in providing a comprehensive range of research services, including fundamental equity research, forensic accounting research, and public policy and legal research. Catering to a diverse clientele, CFRA serves wealth management firms, institutional investors, financial advisors, and self-directed individual investors by equipping them with the necessary data and analytics to navigate market cycles and make informed investment decisions. Notably, CFRA's award-winning technology and content delivery methods enable clients to integrate its insights seamlessly into their operations, ensuring flexible and cost-effective solutions across various platforms, such as web-based or API integrations. Their expertise spans consumer, energy, financials, healthcare, and technology sectors, among others, helping clients enhance portfolio performance and mitigate risks through high-quality research and data analytics.

📋 Description

• 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

🎯 Requirements

• 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 Have** • 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

• 21 days of Annual Vacation • 8 sick days • 6 casual days • 1 paid Volunteer Day • Medical, Accidental & Term Life Insurance • Telehealth, OPD • Competitive pay • Annual Performance Bonus