Wealth Management Growth Marketing & RevOps | RIAs + FinTech/WealthTech | HubSpot Platinum Solutions Partner
Washington DC, DC
ProperExpression is a wealth-management-focused growth marketing and RevOps agency serving established RIAs and advisory firms, with additional expertise serving FinTech and WealthTech companies in the wealth-management ecosystem. We connect strategy, content, SEO, paid media, CRM and marketing technology, automation, attribution and sales alignment into one full-funnel growth system designed to build qualified demand, improve conversion and connect marketing to pipeline and revenue. For RIAs and advisory firms, that work can also support scalable client and advisor acquisition and AUM growth.
Remote · Canada
The role focuses on managing marketing projects and internal team coordination using ClickUp to ensure deadlines are met. It also involves planning multi-channel marketing campaigns and overseeing the implementation of website and landing page development.