Growth Marketing Specialist

About Us

Well-known financial advisors Michael Kitces and Alan Moore witnessed firsthand the growing demand for fee-for-service financial planning. This inspired them to create a solution that could streamline billing processes for advisors while ensuring regulatory compliance. Since its public launch in 2018, AdvicePay has become a cornerstone of the financial planning landscape, serving thousands of advisors and firms nationwide and earning recognition for its innovative approach.

Today, AdvicePay continues to grow and adapt with new features and partnerships, enhancing the platform's capabilities. Driven by our belief in the fee-for-service model, our mission remains clear: to empower advisors and firms in offering fee-for-service financial planning. Our aim is to make getting paid for advice easy and scalable for everyone involved – from advisors to the home office, and clients. As the industry evolves, we're dedicated to staying ahead of the curve, ensuring that AdvicePay remains the trusted solution for financial professionals nationwide.

We are headquartered in Bozeman, Montana and we are incredibly proud to be listed on the Inc. 5000 list of America's Fastest-Growing Private Companies for 3 years in a row, as well as being recognized as a 2022 WealthTech 100 company, which places us among the top 100 innovative FinTech providers in the world addressing opportunities faced by the wealth and asset management industries.

You’ll love working here if you value - and want to contribute to - a positive, inclusive, innovative, and “Get Sh*t Done” culture where teammates help one another succeed and are committed to doing the right thing. If you're up for the challenge of disrupting an industry, join us.

About the Position

The Growth Marketing Specialist is a hands-on, proactive marketing professional responsible for managing and executing AdvicePay’s multi-product marketing campaigns, lifecycle programs, social media, and event marketing initiatives. Reporting to the Growth Marketing Manager, you will translate broader marketing priorities into high-converting campaigns, determining the right audiences, channels, messaging, and execution strategies. This role requires a blend of creative thinking, technical fluency, analytical judgment, and strong project management skills. 

The ideal candidate is comfortable working independently within established priorities, proactively identifying opportunities, making recommendations, solving problems, and improving marketing processes and program performance. This person will play an important role in moving marketing initiatives from planning through execution, measurement, and optimization while collaborating closely with cross-functional stakeholders.

What You’ll Be Doing

• Plan, build, QA, schedule, and launch multi-channel marketing campaigns and lifecycle programs in HubSpot, including marketing emails, social content, landing pages, and other campaign assets. Determine appropriate audiences, segmentation, channels, messaging, timing, and execution approaches based on campaign objectives and broader marketing priorities, while ensuring accuracy, functionality, brand consistency, and a strong customer experience.

• Develop and optimize email nurture programs, campaign journeys, and audience experiences, identifying opportunities to improve engagement, effectiveness, and the customer experience.

• Own day-to-day social media marketing activities, including developing content ideas, creating and refining copy, coordinating creative assets, managing the content calendar, and monitoring performance to grow engagement.

• Maintain and optimize HubSpot functionality supporting marketing campaigns, audience segmentation, lifecycle programs, reporting, and automation. Build, test, troubleshoot, and improve workflows, forms, lists, and related processes to support effective campaign execution, accurate data, and a strong audience experience. Identify opportunities to improve efficiency and stay current on relevant HubSpot features and marketing technology best practices.

• Draft and edit marketing copy across email, social media, campaigns, website content, and other marketing materials, adapting messaging to different audiences, products, and campaign objectives. 

• Create marketing graphics and visual assets using Canva or similar design tools while maintaining brand consistency.

• Own the planning and execution of webinars, conferences, and other marketing events, including developing promotional approaches, registration, logistics, internal coordination, and post-event analysis. 

• Monitor and analyze key campaign metrics, channel performance, and funnel conversion rates. Translate data into actionable insights and recommended tests and optimizations.

• Independently manage multiple marketing projects and competing priorities, determining the appropriate approach to move work forward from planning through execution and optimization. Proactively identify needs, anticipate potential issues, resolve obstacles, and communicate recommendations, progress, and risks to the Growth Marketing Manager and cross-functional stakeholders.

• Perform other duties as assigned.

Measurables for this Position

• Campaign execution and velocity: Campaigns and marketing programs are delivered accurately, efficiently, and on schedule across channels.

• Program performance and optimization: Campaign, channel, social, lifecycle, and event performance is regularly evaluated, with insights translated into meaningful recommendations, testing, and improvements.

• Social media execution and growth: Social content is consistently published, aligned with brand and audience needs, and refined based on performance and engagement insights.

• Event and program execution: Webinars, conferences, and other marketing programs are well-coordinated, effectively executed, and supported by actionable post-program learnings.

The Deets

• Start Date: December 2026

• Status: Full-time, exempt

• Location: Bozeman, MT

• Department: Sales and Marketing

• Reports to: Growth Marketing Manager

Compensation & Benefits

• Salary: $74,556/year (please note that this wage is inclusive of all expected compensation. As with all roles at AdvicePay, we do not have a commission or bonus structure)

• Flexible paid time off days to maintain work-life harmony (we encourage and support that you take at least 3 weeks off per year!)

• 11 paid holidays when the office is closed

• 401(k) with match - you put in 6% and we put in 4.5%

• 12 weeks of paid parental leave for the birth or adoption of a child

• Health benefits package provided of up to $550/month for an individual, $1260/month for families

• Dental, Vision, Voluntary Life and AD&D, and Accident insurance options

• Employer-paid life insurance

• Employer-paid long-term disability coverage

• Up to $1800/year to cover the cost of working with a financial planner, plus up to $500 toward the one-time upfront fee

• $250/quarter to spend on yourself specific to our core value of “Be Well Being You”

• $500 donated to a non-profit organization of your choice when you volunteer 40 hours/year

• $2,000/year in Professional Development funds

• A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years

• Subsidized employer-sponsored childcare through our partner daycare program for Bozeman area Team Members

• Pet insurance

• Company-owned laptop provided

Please see our Team Member Handbook to learn more about the benefits and perks we offer!

What You’ll Bring to the Table (If you think, “I only meet 80% of these qualifications”, still apply!)

• 1–3 years of experience in digital marketing, growth marketing, marketing automation, or a related marketing role. (required)

• At least 1 year of hands-on experience with a CRM or marketing automation platform, HubSpot experience preferred. (required)

• Ability to independently manage multi-channel marketing campaigns and programs from planning and execution through performance analysis and optimization.

• Experience developing and executing email marketing, lifecycle programs, social media content, and other multi-channel marketing initiatives.

• Experience managing webinars, conferences, or other marketing programs, including promotional planning, communications, logistics, stakeholder coordination, and post-event analysis.

• Strong written and verbal communication skills, including the ability to independently develop concise, audience-appropriate marketing copy and messaging.

• Basic graphic design skills and the ability to create marketing assets using Canva or similar design tools.

• Strong analytical and problem-solving skills, with the ability to interpret marketing performance data, identify trends, and translate insights into actionable recommendations.

• Demonstrated ability to troubleshoot issues, evaluate solutions, and independently improve processes and execution.

• Strong organizational and project management skills, with the ability to prioritize competing deadlines and manage multiple projects from planning through completion.

• High attention to detail and a commitment to accuracy, quality, organization, and documentation.

• Curious, adaptable, and comfortable learning new technologies, identifying opportunities for improvement, and taking initiative within established priorities.

• High sense of personal responsibility and integrity. (required)

• An understanding of and strong alignment with our core values (required).

• Legally authorized to live and work in the United States (required) (AdvicePay participates in E-Verify to confirm the identity and employment eligibility of all new hires.)

What Will Make You Stand Out From the Crowd

• Experience in Fintech, B2B, SaaS, or Financial Services

• Experience managing multi-product, multi-audience campaigns in HubSpot or Canva

Application

• In lieu of a cover letter, please respond to the following prompt in 2–4 paragraphs:

  Referencing a specific role from your resume, tell us about a marketing campaign or program you owned or played a significant role in executing. What was the goal, who were you trying to reach, and how did you decide on the channels, messaging, and approach? Share the results and one thing you would do differently if you ran the campaign again.

• Resume (to be uploaded)

Note on AI use: While AI is a useful tool for refining your work, please ensure this response is primarily in your own words and reflects specifics from your own experience. We're interested in seeing your unique communication style and personality shine through.

Applications will be reviewed as they are received. Please note that we review every application individually, and because our team is small, we’ll be closing this posting once we’ve received a manageable number of applicants (around 50 - 75). If you’re interested in this role, we encourage you to apply sooner rather than later - we don’t want you to miss the window!

Process

1. Initial phone screen answering a few short questions about AdvicePay and the position

2. First-round interview with the hiring manager

3. Work sample

4. Final round, including:

   • An informal coffee chat to get to meet some current AP team members

   • A Company Core Values interview with the HR Manager

   • Final interview with Head of Sales and Marketing

   • Final wrap interview with the hiring manager

Our typical hiring process takes 4-6 weeks from when we first post the job to when we extend a final offer

After applying, please be on the lookout for an email from us confirming receipt of your application, as well as future correspondence (emails sometimes get caught in your Junk/Spam folder or a Promotions tab)

AdvicePay believes that our Team Members, and the individual identities and experiences of our Team Members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our Team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. AP is beyond proud to be an equal opportunity employer.