Marketing Operations Manager – Lehi, UT
Salary Range $79,000.00-$126,000.00 annually

Role overview

The Marketing Operations Manager oversees the systems, processes, campaigns, and reporting that drive BOSS Retirement’s broadcast content, digital marketing programs and nurture campaigns. This role requires at least 6 years of hands-on marketing operations experience in a multi-channel environment, including marketing automation, and digital platforms.

Key responsibilities

Own marketing automation: build and maintain tags, lead sources, campaigns, follow-up sequences, landing pages, reports, and workflows.

Work with external vendors to manage deliverables to support campaigns.

Oversee email marketing using email management system and related tools, including list pulls from CRM, campaign setup, QA, deployment, and reporting for clients, prospects, and partners.

Manage marketing integrations and workflows in Zapier, Calendly, and other platforms to ensure accurate, timely data flow between systems.

Support TV show, radio show and podcast distribution, ensuring episodes are posted, internal reports are updated, and content is published on Google Business Profiles and other designated channels.

Coordinate and execute digital newsletters and Daily.ai content, including CTA updates, proofing, editing, scheduling, and performance tracking.

Create and update landing pages on the website and third-party platforms in alignment with campaigns and CTAs.

Manage local presence and reputation platforms including Google My Business/Apple Business for each office, Podium (reviews and automations),  and Better Business Bureau account administration.

Work with media and content partners to get content online, build corresponding automations, and maintain performance reports.

Support blog content posting and basic SEO-related updates tied to campaigns and offers.

Manage call tracking and call center numbers administration, including reconciling receipts and ensuring accurate attribution.

Update lead sources and created dates for all incoming leads, and collaborate on automated reporting for marketing performance.

Coordinate regular communications with internal stakeholders (e.g., weekly updates to leadership and key team members) to keep everyone aligned on marketing activity and results.

Qualifications

Minimum 6 years of experience in marketing operations, demand generation, or a similar role managing multi-channel campaigns and tools.

Strong, hands-on experience with marketing automation and CRM/marketing platforms such as Keap, Constant Contact, Zapier, Calendly, Podium, and webinar tools (e.g., Vimeo, Camtasia, or similar).

Proven ability to manage tech stacks and integrations, maintain accurate data and lead source attribution, and build consistent reporting.

Exceptional organizational skills with the ability to manage multiple concurrent campaigns, calendars, and stakeholders.

Strong attention to detail and follow-through, especially around deadlines, campaign QA, and financial/contract administration.

Preferred experience and skills

Background in financial services, retirement planning, or professional services marketing.

Experience supporting multi-channel marketing.

Comfort working in a fast-paced, entrepreneurial environment and collaborating closely with advisors, marketing leaders, and external vendors.

 

 

 

Investment Advisor Representative

*We are currently hiring Advisors for our  Kirkland and Lynnwood Washington offices 

 Job Description:

Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team! The Investment Advisor Representative will have the opportunity to meet one on one with company leads from seminars and referrals as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through while providing superior client service; always putting the clients first.

Responsibilities

• Help families by preparing, presenting, and implementing customized retirement plans (B.O.S.S. Retirement Blueprints)
• Assist clients with annuities, life insurance, long-term care & managed portfolios
• Provide financial planning advice to include investment, insurance & retirement
• Develop, manage, and retain strong client relationships
• Meet individual and team goals through following set processes and procedures
• Participate in public seminars to present financial information and/or to introduce the presenter
• Attend weekly meetings via zoom

 

Critical Competencies:

• 100% Accountability – Always takes 100% ownership for results and outcomes
• Strong initiative/Proactive – Act without being told what to do. Generate innovative approaches to problems
• Abundant growth mindset – Possesses determination and commitment to improving self in all areas of
  life from personal to professional
• Openness to feedback and ideas – Often solicits feedback and reacts calmly to criticism or negative feedback
• Tracking individual progress and performance to meet and surpass minimum expectations
• Persistence – Demonstrates tenacity and willingness to go the distance to get something done
• An entrepreneurial perspective to help families
• Persuasive ability -compelling communication, asking great questions, and a mastery in the art of selling
• Strong organizational, prioritization, interpersonal & management skills
• Teamwork – Reaches out to peers & cooperates with supervisors for collaborative working relationships
• Strong mathematical and analytical skills
• Excellent communications skills; both verbal and written 

Minimum Qualifications:

• Bachelor’s Degree required
• 5+ years of financial services experience
• Proficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS.
• Industry knowledge
• State Insurance License - Required
• Series 65 License – Required (or 7/66 combo)