Root Financial

Root Financial is committed to developing team members into knowledgeable, skilled professionals. You’ll be part of a collaborative, supportive environment that values growth, learning, and career advancement. This is your opportunity to become part of a forward-thinking company and start a meaningful career in financial services.

Executive Assistant, Content Marketing

Executive AssistantExecutive AssistantFull TimeRemoteTeam 2-10

Location

United States

Posted

14 days ago

Salary

Not specified

No structured requirement data.

Job Description

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

This role exists to multiply Ari's output, handling the operational and creative support that slows him down today. This is not a traditional executive assistant role. You won't be managing a calendar. You'll be:

  • Building lead magnets in HubSpot
  • Pulling clips from long-form recordings
  • Managing a high-volume inbox
  • Keeping a set of growth initiatives moving forward

The right person is organized, marketing-minded, and thrives in a fast-moving, autonomous environment.

What You'll Do

  • Marketing Operations & Project Management
    • Take Ari's ideas from concept to live test — building lead magnets, templates, and campaigns in HubSpot
    • Track growth initiatives and ensure follow-through across all active projects
    • Help turn ideas into actionable next steps and manage execution from start to finish
    • Assist with launching new marketing experiments and projects as Ari identifies them
    • Help organize Ari's ideas and coordinate with the broader team to move them forward
    • Pull HubSpot data to compile scorecard reporting for executive-level review
    • Manage advisor meeting link assignments in HubSpot based on client tier eligibility
    • Create email campaigns and track effectiveness to determine optimal communication for a variety of prospects
  • Content Support
    • Organize and manage media assets independently handled by Ari today
    • Assist with scheduling short-form posts that are outside of his pre-programmed workflow
    • Review long-form recordings and identify strong clips and content ideas
    • Management of team members executing various tasks (VA Management)
    • Research and prepare outlined content for trending topics
    • Outbound management for strategic partnerships
  • Inbox & Communications Management
    • Manage Ari's Gmail inbox — triage, respond, prioritize, and flag what needs his attention
    • Handle routine communications independently after a ramp-up period
    • Scan the company’s general inbox for urgent prospect requests
  • Root Academy Support
    • Respond to member emails and questions about Kajabi-based Early Retirement Academy
    • Process refunds and handle escalated member support

Qualifications

  • 1–3 years of experience in a marketing, content, or operations support role
  • Strong project management instincts — you follow through without being chased
  • Comfortable with or eager to learn HubSpot, Kajabi, and Gmail workflows
  • High energy, fast-paced, and self-directed — you keep up with someone who moves incredibly fast
  • Strong written communication skills; able to manage an inbox and respond professionally on behalf of others
  • Comfortable working from Loom instructions and translating them into action
  • An eye for good content — you know a strong clip when you see one

Tools You'll Use

  • HubSpot
  • Kajabi
  • Gmail
  • Loom
  • YouTube
  • Instagram
  • TikTok
  • Facebook
  • Canva
  • Simplified
  • Google Sheets
  • Manychat
  • CommentShark

Benefits

  • Remote-first, fully distributed team
  • Work directly with a high-output growth leader — steep learning curve, fast growth
  • Be part of a firm redefining what a modern RIA looks like
  • Competitive compensation with a team that takes its culture seriously

Job Requirements

  • 1–3 years of experience in a marketing, content, or operations support role
  • Strong project management instincts — you follow through without being chased
  • Comfortable with or eager to learn HubSpot, Kajabi, and Gmail workflows
  • High energy, fast-paced, and self-directed — you keep up with someone who moves incredibly fast
  • Strong written communication skills; able to manage an inbox and respond professionally on behalf of others
  • Comfortable working from Loom instructions and translating them into action
  • An eye for good content — you know a strong clip when you see one
  • Tools You'll Use
  • HubSpot
  • Kajabi
  • Gmail
  • Loom
  • YouTube
  • Instagram
  • TikTok
  • Facebook
  • Canva
  • Simplified
  • Google Sheets
  • Manychat
  • CommentShark

Benefits

  • Remote-first, fully distributed team
  • Work directly with a high-output growth leader — steep learning curve, fast growth
  • Be part of a firm redefining what a modern RIA looks like
  • Competitive compensation with a team that takes its culture seriously

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