The Company:

Building and executing a great investment strategy shouldn’t require a PhD, nor a million dollar budget. It should be simple. The wealth management industry is rapidly evolving, and tech solutions like YCharts are paving the way for advisors and planners to scale their businesses.

YCharts enables its customers to make smarter investment decisions and better communicate with their prospects and clients. Our cloud-based software provides investment advisors, wealth managers, asset managers and retail investors with powerful research tools, comprehensive data, compelling visuals, and customizable sales collateral.

Thanks to our best-in-breed software and unparalleled support, YCharts has transitioned from a fintech startup to a thriving growth company (Inc. 5000 Honor Roll 8x Fastest Growing Company) in the burgeoning “wealth-tech” space. YCharts proudly services industry-leading names such as John Hancock, TD Ameritrade, Fidelity and Charles Schwab.

The Position:

YCharts is seeking a process-oriented Marketing Operations Analyst to join our growing Sales Operations team. As a Marketing Operations Analyst, you will play a key role in supporting and executing various initiatives that contribute to the company's overall growth strategy. You will collaborate with cross-functional teams, help implement marketing activities across different channels, and assist with improving our lead conversion. This role is ideal for someone who is passionate about finance, marketing, operations, and contributing to the success of a fast-paced fintech company.

What You’ll be Doing:

HubSpot Management:

• Oversee Marketing-oriented HubSpot workflows and improve them for lead conversion and tracking.
• Efficiently manage the targeting strategy for Marketing events and other efforts, including systems integrated with HubSpot.
• Support the operational execution of our marketing programs.
• Maintain and update HubSpot data related to Marketing efforts, including lead segmentation, and Marketing lead scoring.

Process Optimization:

• Collaborate with the Marketing & Sales teams to identify and present opportunities to increase efficiency.
• Develop & document SOPs for HubSpot usage & coordination across the Marketing team.

Lead Conversion Support:

• Work closely with Marketing & Sales to increase the efficiency of converting our Marketing leads to sales opportunities.
• Identity, present, and implement enhancements for campaigns to improve our lead conversion.

Reporting and Analytics:

• Generate and analyze HubSpot reports on lead conversion and Marketing campaign performance to present actionable insights to both Marketing and Sales.
• Track, analyze, and report on the impact of changes implemented.

Desired Qualifications and Skills:

• Bachelor's degree in Marketing, Business, Finance, or a related field.
• 1-2 years of experience in marketing or operations, preferably in a tech or finance-related industry.
• Proficient in HubSpot with knowledge of lead segmentation, workflows, process design, and reporting.
• Process-oriented, organized, and capable of managing multiple projects simultaneously.
• Critical thinking and the ability to analyze and solve problems independently with data-driven insights.
• Strong written and verbal communication skills, with a strong attention to detail and accuracy.
• Proficient in Excel
• Collaborative with a positive attitude and willingness to learn.

Why YCharts?

• Opportunity to work in a fast-growing fintech company that is shaping the future of investment research and data analytics.
• Collaborative and inclusive work environment that encourages creativity and innovation.
• Exposure to a diverse range of operational & marketing activities with the chance to make a meaningful impact.

Awards and Accolades:

• 8x Inc. 5000 “Fastest Growing Companies”
• American Banker's "Best Fintechs to Work For"
• Built in Chicago’s “Best Places to Work” and “Best Small Company to Work For”
• Inc.’s “Best Places to Work”
• Inc.’s “Top Regionals: Midwest”
• Crain's "Best Places to Work in Chicago"
• InvestmentNews' "Biggest Fintech Innovations"
• Technology Tools for Today & Inside Information’s “Top Tool Advisors Are Thinking About Adding”
• Kitces Report’s “Investment Data” market leader, #1 most-adopted in the last year, #2 in market share
• Business Intelligent Group’s “Best Places to Work”
• Hired’s “Top Employers Winning Tech Talent”
• 2024 EBN Best HR Teams in America

Benefits:

• 100% employer-paid medical, dental & vision
• Flexible Spending Accounts
• 401(k) match
• 18+ vacation days, sick days & celebration day
• Hybrid schedule (2 office days initially, 1 day after 90 days)
• Paid parental leave
• Professional development stipend
• Employee resource groups
• Summer hours— we head out early during the warm months!

In-Office Perks:

Modern River North office with:

• Weekly lunch credits
• Premium beverages
• Team activities
• Regular company events

YCharts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.