Marketing and Operations Coordinator

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Convert the marketing vision set by the Director into a detailed, written marketing strategy that encompasses channels, content themes, timing, target demographics, and success metrics.

• Develop and manage a content calendar based on this strategy, organizing topics and formats over weeks or months instead of posting on an ad-hoc basis.

• Actively pursue, remind, and interview the Director to gather the necessary content for implementing the strategy.

• Refine, format, and enhance raw materials (voice memos, bullet points, initial drafts) into content that is ready for publication.

• Monitor engagement and performance metrics in relation to the strategy, providing updates on successful elements.

• Ensure visual brand consistency across templates, presentations, and materials intended for clients.

• Suggest improvements to the marketing strategy based on performance analytics and market insights.

• Share ideas regarding positioning, messaging, and content perspectives as knowledge of the business increases.

• Identify new marketing opportunities or channels (such as events, partnerships, webinars) for the Director's evaluation.

• Create initial content for established recurring formats (e.g., RBA rate commentary, deal summary structures) for the Director's review, thereby reducing the workload over time.

• Oversee the Director's calendar, manage inbox triage, and coordinate meetings.

• Maintain organized task and project tracking across ongoing mandates.

• Input, clean, and ensure the accuracy of data in HubSpot.

• Perform an initial audit of existing HubSpot workflows and share findings and recommendations with the Director.

⛳️ Requirements

• Proven experience managing a content calendar or marketing process from start to finish.

• Previous experience in or related to financial services or professional services content is required, not merely preferred — such as wealth management, fund administration, investor relations, or B2B professional services marketing.

• Excellent organizational skills; demonstrated ability to follow up with others for deliverables and adhere to deadlines.

• Proficient in written English within a professional/financial context, with attention to formatting, design consistency, and tone (this position does not suit experience in blogging or lifestyle content).

• Experience with CRM systems is essential, with a strong preference for HubSpot.

• Ability to work autonomously with minimal oversight.

• Highly Desirable:

• Independent copywriting or content creation experience, particularly in a B2B or financial setting (indicates readiness for faster growth).

• Previous support experience for senior leadership in a founder-led or small-team environment.

• Familiarity with HubSpot workflow architecture specifically (custom properties, automation builder, reporting).

• Personal Attributes:

• Proactive to the extent of being persistently focused on deadlines; this role is not suited for those who wait to be instructed.

• High sense of ownership; approaches responsibilities with a growth mindset, rather than waiting to be assigned tasks.

• Strong attention to detail.

🏝️ Benefits

• Opportunity to work in a dynamic and fast-paced environment.

• Collaborative team culture that fosters professional growth.

• Competitive compensation package and benefits.