[Remote] Assoc. Director, Digital Ops & Marketing Analytics (Remote US)

Note: The job is a remote job and is open to candidates in USA. Investments & Wealth Institute is seeking an Associate Director, Digital Operations & Marketing Analytics to oversee the use of marketing technology and data. This role will develop a digital roadmap, provide data-driven recommendations, and ensure resources are aligned to deliver measurable business outcomes.ResponsibilitiesProvide strategic direction and prioritization for agency partners, ensuring initiatives align with marketing objectives, organizational goals, and performance targetsServe as primary internal point of contact for all of IWI's digital agency partners (HubSpot, paid media, web, analytics)Manage agency backlogs and project workflows in ClickUp; triage incoming requests, create requirements documentation, manage execution, and communicate status with stakeholdersVerify agency deliverables and performance reporting against source-of-truth dataPartner with the Associate Director of Marketing on campaign planning and executionDeliver post-campaign performance analysis and surface recommendations for future campaignsDirect the evolution of IWI's HubSpot funnel automation framework — workflows, forms, lifecycle stages, lead scoring, and routingManage email deliverability strategy, nurture program design, automation, and contact personalizationOversee HubSpot organization, data hygiene, and integrations (HubSpot, Salesforce, Zapier, and connected systems)Provide strategic recommendations based on marketing performance data, industry trends, and business objectives to inform digital investments and channel prioritiesOwn attribution and reporting infrastructure, including Google Tag Manager configuration and conversion tracking accuracy across the marketing stackBuild and maintain performance dashboards across HubSpot and GA4Conduct campaign and funnel analyses using IWI's existing AI-assisted analytics workflow (Claude); validate findings against first-party dataTranslate analysis into recommendations on spend allocation, campaign performance, and channel improvementsDirect conversion rate optimization (CRO) and user experience strategy in partnership with IWI's web agency for our websitesOversee search engine optimization performance and tactics; partner with the content function on SEO-driven content needsManage website architecture and ensure technical alignment with broader marketing strategyOversee direction for paid media performance across paid social, search and display, and industry publication advertisingReconcile paid media spend against budget; flag pacing and performance issuesSkills7+ years of experience in digital marketing, marketing operations, or marketing technologyOrganized and proactive — comfortable running multiple workstreams across vendors and internal partners without close oversightStrong working fluency with ClickUp or comparable project management toolsExperience in managing martech stacksHands-on, administrator-level experience with HubSpot Marketing Hub and website CMSWorking knowledge of GA4 and Google Tag Manager, including event configuration and conversion trackingFunctional understanding of digital advertising channels, website optimization, user experience, and SEO/AEO principles to direct execution and gauge performanceStrong analytical capability — able to build reports, interpret data, and translate into recommendations for non-technical audiencesComfort with AI tools, paired with the judgment to validate AI-generated findings against first-party dataFamiliarity with Zapier or similar integration platformsExperience in B2B FinServ or FinTech a plusCompany OverviewInvestments & Wealth Institute provides investment consulting and wealth management services to individual and institutional clients. It was founded in 1985, and is headquartered in Greenwood Village, Colorado, USA, with a workforce of 51-200 employees. Its website is https://investmentsandwealth.org/.