Note: The job is a remote job and is open to candidates in USA. Cambridge Investment Research, Inc. is a financial services support firm that helps financial advisors save time by outsourcing the construction of comprehensive financial plans. The Spire Operations Administrator will lead marketing strategy and execution while supporting financial planning and operational workflows, contributing to both marketing leadership and operational efficiency.
Responsibilities
- Conduct market research to identify target advisor segments, emerging opportunities, and competitive positioning
- Own and execute end-to-end marketing strategy, including campaign planning, content development, and performance tracking
- Develop and implement multi-channel marketing campaigns (email, digital, social media, webinars, and advisor outreach)
- Create compelling messaging and content that resonates with financial professionals
- Measure campaign effectiveness and optimize based on key metrics (engagement, conversion, pipeline growth)
- Promote Spire Outsourcing services to financial professionals and industry partners
- Collaborate cross-functionally to align marketing efforts with service delivery and advisor needs
- Contribute to the preparation and review of high-quality financial plans alongside paraplanners
- Collaborate with student paraplanners to improve workflow efficiency, data entry standards, and reporting processes
- Design and scale training programs and standardized procedures for paraplanner development
- Maintain documentation of processes and continuously identify opportunities for operational improvement
- Interact professionally with financial professionals to gather data, move plans to completion, and support delivery
- Stay current on financial planning trends and incorporate relevant insights into both marketing and service delivery
- Build and maintain relationships with CFP Board registered programs to support recruitment efforts
- Develop a pipeline of student paraplanners and identify placement opportunities for advisors
Skills
- Proactive, collaborative, and detail-oriented professional
- Experience in both marketing and financial planning or wealth management
- Ability to translate financial planning concepts into compelling marketing messaging
- Capability to manage multiple priorities effectively
- 4+ years of experience in marketing, financial planning, or wealth management
- CFP® certification or actively pursuing CFP® designation preferred but not required
- Graduation from a CFP Board registered program is highly valued
- Experience with eMoney or similar financial planning software
- Familiarity with CRM and marketing automation tools (e.g., Salesforce, HubSpot, Redtail)
- Strong analytical, organizational, and communication skills
- Demonstrated ability to manage projects, campaigns, and workflows concurrently
Benefits
- Paid time off
- Paid holidays
- Medical coverage
- Dental coverage
- Vision coverage
- Disability insurance
- Life insurance
- Wellness incentives
- Remote eligible
Company Overview
Do you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners. It was founded in 1981, and is headquartered in Fairfield, Iowa, USA, with a workforce of 501-1000 employees. Its website is http://www.joincambridge.com.