AdvicePay is a billing and payment processing platform that enables financial advisors to shift their focus toward giving advice to people still building wealth, instead of only those who already have it. Historically, financial planning advice was only available to the affluent, who could afford to pay a financial advisor’s fees directly from their portfolios. We set out to change that, as we believe personal financial planning advice should be available to all. In doing so, we’ve become the very first and only technology solution created specifically for fee-for-service financial planning.
We are headquartered in Bozeman, Montana (and recently re-opened our office with safety protocols in place, though most of our team continues to work from home due to COVID-19). Our sister company, XY Planning Network, was nationally recognized as one of The 346 Best Places to Work in 2019 by Inc. magazine and by the 2019 InvestmentNews Excellence in Diversity & Inclusion Awards. And since we work in the same office and have the same awesome benefits and core values, we like to say “we basically won too!”
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 Platform
Users of AdvicePay are financial advisors who use our platform to get paid by their clients for fee-for-service financial planning. Advisors can issue agreements for client e-signature, accept ACH and credit cards, bill hourly or one-time fees, and establish recurring subscription payments while remaining fully compliant with current industry regulations.
About the Position
This is a part-time position for a data-driven marketer with a passion for inbound marketing and an eagerness to roll up those sleeves to work collaboratively (with our friendly, energetic team!) to get projects done. You will be a key support to our Marketing Manager, helping us deliver high-impact marketing campaigns that increase adoption and awareness of the AdvicePay application.
We can’t wait to meet you because not only are you a self-starter who understands the extensive details of marketing, you’re also familiar with different ways to analyze the behavior of prospects throughout all stages of the lifecycle journey. If this sounds like a fit, we would love to meet you!
What You’ll Be Doing
Closely collaborating with the Marketing Manager to execute multi-channel campaigns to drive brand awareness and push leads down the funnel
Helping build and optimize emails, landing pages, and social media posts
Effectively managing daily administrative tasks
Contributing to collaborative marketing efforts
Lending a hand to prepare for industry events, including: preparation and development of exhibit and sponsorship materials, booth, swag, and pre and post-event campaigning
Ensuring data integrity by cleaning and maintaining contact databases in HubSpot and helping us source new leads
Start Date: Immediately
Status: Part-Time -- 20 hrs/ week Monday through Friday. (Our standard business hours are 8a - 6p MT on weekdays. Our hours are flexible and scheduling can be adjusted based on your and our team’s needs. College students are welcome to apply!)
Location: Bozeman, MT preferred (Remote optional)
Reports to: Marketing Manager
Direct Reports: None
Compensation & Benefits
Company-owned laptop provided
Please see our Dream Team Handbook to learn more about our company, core values, and policies! Please note that most benefits are available to full-time/regular Team Members who work at least 30 hours/week.
What You’ll Bring to the Table
2+ years experience working in marketing
A passion for leveraging marketing technology to drive campaign results
Understanding of basic marketing principles
Working knowledge of setting up emails, social media management, automated marketing workflows, and measurements
A strong instinct to take initiative and solve problems as they arise
Enthusiasm and comfort in quickly learning and diving in to tackle any task and technology solution with a positive attitude, even if it’s new to you (and the team)
A love of detailed work and organization that requires both accuracy and consistency - you’re the master of ensuring nothing falls through the cracks!
Desire and skill to go above and beyond, thinking one step ahead in order to see projects through to the finish line
Cooperative, dependable work ethic and a high sense of personal responsibility and integrity
Total ease with handling fast-paced environments, deadlines, and unexpected projects. These are often what fuel your best creative work!
You not only shine working independently, you also have a proven ability to work closely and harmoniously with team members both inside and outside your direct department
An understanding of and strong alignment with our core values
Legally authorized to work and live in the US
What Will Make Us Drool
Experience in developing marketing campaigns for a start-up environment
Exposure to the world of financial planning, accounting, payment processing, SaaS, or FinTech
Experience working in CRMs (HubSpot is a major bonus!)
Initial screen answering a few short questions about AdvicePay and the position. After applying, please be on the lookout for an email from us at firstname.lastname@example.org on next steps! (It may get caught up in your Junk folder or a Promotions tab.)
Final round interview
Our typical hiring process takes 6-8 weeks from when we first post the job to when we extend a final offer
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.