Marketing Operations Manager, Altruist
$96-141k
3+ days a week in office (Culver City, CA)
All-in-one platform for financial advisors and their clients
Be an early applicant
All-in-one platform for financial advisors and their clients
501-1000 employees
Be an early applicant
$96-141k
3+ days a week in office (Culver City, CA)
501-1000 employees
Company mission
To make financial advice better, more affordable, and more accessible.
Role
Who you are
- If you’re passionate about challenging the status quo and making a meaningful impact in the financial advice industry, we’d love to meet you!
- Experience - 5+ years of experience in marketing automation, operations, or related roles, preferably at a B2B financial services, fintech, or SaaS organization
- Strong analytical skills with the ability to interpret data, identify trends, and make data-driven recommendations for optimization
- Excellent project management skills with the ability to manage multiple projects simultaneously and meet tight deadlines
- Solid understanding of B2B marketing principles and strategies; fintech or financial services experience is a plus
- Proficiency in CRM systems such as Salesforce, including experience with data management and integration between CRM and marketing automation platforms
- Education - Ideally looking for a B.A. / B.S. degree in relevant fields such as Marketing, Business Administration, Communications, Advertising, etc
- Technical aptitude - You’re technologically savvy and can easily get up to speed on modern tech stacks (Salesforce, HubSpot, Marketo, Pardot, or similar tools; certification in relevant platforms is a plus)
- Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
- Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others
- Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way
- Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives
- Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks
What the job involves
- Altruist is entering an exciting phase of growth, and we're looking for a Marketing Automation Operations Manager to join our quickly scaling Marketing team
- You’ll play a critical role in driving growth by developing best-in-class marketing automation and operations capabilities
- Working cross-functionally with marketing, sales, and product teams, you’ll drive the delivery of seamless experiences throughout the customer journey
- You will develop and manage systems to take a user from their first web session to becoming a valued customer on the Altruist platform
- Develop and implement comprehensive marketing automation strategies to support Altruist’s growth objectives
- Oversee the setup, configuration, and management of marketing automation platforms such as Chilipiper, HubSpot, WordPress, Outreach.io, Appcues, Amplitude, Tableau, and similar tools to streamline marketing workflows and campaigns
- Collaborate with cross-functional teams including marketing, sales, and product to create and execute automated marketing campaigns that target key segments and personas
- Analyze and optimize marketing automation workflows to improve lead generation, lead nurturing, and conversion rates throughout the marketing and sales funnels
- Manage the integration of marketing automation platforms with CRM systems (e.g., Salesforce) to ensure seamless data flow and accurate tracking of leads, opportunities, and customers
- Develop and maintain documentation for marketing automation processes, including standard operating procedures, best practices, and guidelines for internal stakeholders
- Monitor and report on key performance metrics related to marketing automation initiatives, providing insights and recommendations for continuous improvement
- Stay current with AI and industry best practices in marketing automation, making recommendations for new tools and strategies to enhance marketing operations
- Train and support marketing and sales teams in using marketing automation tools effectively, including providing guidance on campaign setup, segmentation, and A/B testing
Our take
Altruist has created a cloud-based digital investing platform for independent financial advisors (IFAs). In the past, it’s been common for financial advisors selling products on a commission basis to have access to advanced digital systems, but not those working entirely independently.
Altruist brings an all-in-one platform to all IFAs, removing the need to use multiple programs to manage client accounts whilst bringing high quality assets to all investors, regardless of portfolio size.
Advisors can save time, compress costs and ultimately do more for their clients. Altruist operates a pricing model that scales up with the number of required accounts, unlike some competitor products such as Adviser and Intelliflo which charge a flat monthly subscription fee. Off the back of impressive funding, the company is set to expand its service offerings and support a wider range of RIAs as it becomes a truly comprehensive advising solution.
Freddie
Company Specialist at Welcome to the Jungle
Insights
67% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Apr 2025
$152m
SERIES F
May 2024
$169m
SERIES E
Total funding: $601.5m
Company benefits
- Be rewarded for doing great work: competitive compensation and equity for all team members
- Health, dental, and vision coverage, available on your first day
- Set future you up for success with 4% 401(k) matching
- Flexible time off and work hours to meet your needs
- Modern parental paid leave from day one, including 16-week adoptive, birth or foster paid leave, and 4-week child loss or miscarriage paid leave
Company HQ
McManus, Culver City, CA
Leadership
Jason Wenk
(CEO)Started their career as a Morgan Stanley System Analyst before co-founding Retirement Wealth as CEO in 2005. They also founded FormulaFolios in September 2011, before combining this financial and entrepreneurial experience to found Altruist in September 2018.
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