Falcon Wealth Planning

Marketing Specialist ( Data, Analytics & Lead Generation)

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: TYPE OF WORK

Full Time

: WAGE / SALARY

$5-$7/hour

: HOURS PER WEEK

40

: DATE UPDATED

May 19, 2026

JOB OVERVIEW

About Falcon Wealth Planning
Falcon Wealth Planning is a high-growth, data-driven, fee-only Registered Investment Advisor (RIA) dedicated to providing fiduciary financial planning with complete transparency. We believe marketing is a science, and we rely on precise data to fuel our growth. We are seeking a highly adaptable, "Swiss Army Knife" Marketing Specialist who thrives on variety, analytics, and lead generation. In this hybrid role, you will act as the bridge between technical CRM architecture and creative execution, leveraging AI tools to scale our efforts and ensure every decision is backed by data.

The Role
This is a mid-level "Marketing Analyst" role. You will manage the technical infrastructure of our marketing department, overseeing websites, landing pages, and the CRM. You will be the firm’s expert on what is working, why it’s working, and how to optimize future performance through advanced reporting and AI-driven insights.

Key Responsibilities

Analytics Strategy & Execution
* Reporting Strategy: Develop and maintain an analytics strategy to provide regular and ad-hoc reports for ongoing firm communications and specific marketing campaigns.
* Data Visualization: Create dashboards and analysis utilizing tools like Google Analytics (GA4)/Salesforce to provide clear recommendations for marketing and sales.
* KPI Management: Establish goals and KPIs with the marketing team; track and analyze digital campaign performance against these metrics to ensure a high-performing feedback loop.

Technical Implementation & Data Integrity
* System Maintenance: Ensure all analytics tools, tracking systems, and data feeds are in place to accurately measure performance.
* Technical Audits: Perform regular tagging audits, data integrity checks, and set up UTM tracking codes to ensure 100% reporting accuracy.
* Cross-Team Collaboration: Work with IT and vendors to set up conversion goals, experiments, and backend analytics for omni-channel marketing campaigns.

CRM & Website Management
* CRM Administration: Manage lead flows and reporting within Salesforce and HubSpot, ensuring seamless integration,data integrity, and lead-scoring accuracy.
* Website (CMS): Maintain and update the company website via WordPress, ensuring blog posts, landing pages, and team bios are current and SEO-optimized.
* Lead Gen: Build high-converting landing pages and manage contact lists for automated email nurturing workflows and customer journeys.
* AI Content Scaling: Use generative AI to help scale content generation while maintaining brand standards and SEO best practices.

Advocacy & Support
* Strategic Advisor: Advise the team on best practices and educate stakeholders on the value of digital analytics through presentations and visualizations.
* Team Support: Provide general administrative support, including meeting scheduling and ad-hoc growth tasks.
* Continuous Learning: Stay current on the latest digital marketing tools, research methods, and industry best practices.

Qualifications
* Education: Bachelor’s degree in Marketing, Business Analytics, or a related field.
* Experience: 3–5 years of professional marketing experience with a heavy focus on analytics and lead gen.
* AI Proficiency: Strong working knowledge of generative AI tools (like Google Gemini, ChatGPT, Claude) to analyze data, automate workflows, and scale content.
* Marketing & Tech Tools: Proficiency in Salesforce, HubSpot, Google Analytics 4, Google Tag Manager, and WordPress.
* Technical Skills: Mastery of Excel/Google Sheets (Pivot tables, data visualization) and deep understanding of UTM tracking logic.

Core Competencies
* Analytical Instinct: A keen ability to "read between the lines" in data and interpret early signals (“reading the tea leaves”) to anticipate emerging trends. You can spot shifts before they fully manifest in the metrics.
* Strong Attention to Detail: An elite ability to catch errors, proofread materials, and ensure 100?curacy in all marketing and data outputs.
* Proactive & Initiative-Taking: A natural willingness to anticipate needs and identify potential process improvements before being asked.
* Adaptability & Problem Solving: Flexibility to quickly shift priorities and manage multiple tasks efficiently in a dynamic, fast-paced environment.
* Effective Communication: Ability to clearly articulate ideas and collaborate effectively with tea ---------- mbers to ensure total alignment.
* Organizational Skills: Excellent time management and organization to keep complex projects on track and ensure every deadline is met.

Action Items:
Interested candidates should submit a resume, an intro video, and a brief cover note describing their experience managing technical infrastructure in a remote environment.

Why Join Falcon Wealth Planning?

Growth Potential: As a junior-to-mid-level hire, you will have a front-row seat to how a successful RIA scales.
Creative Freedom: We value fresh ideas and "out of the box" thinking to make finance more accessible.
Collaborative Culture: Work with a team that values transparency and professional development.

SKILL REQUIREMENT

Google Analytics Attention to Detail AI Tools

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Falcon Wealth Planning

Marketing Specialist ( Data, Analytics & Lead Generation)

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

WAGE / SALARY

HOURS PER WEEK

DATE UPDATED

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