Marketing Operations & Analytics Specialist
Falcon Wealth Planning
Ontario, CA (On-site)
Experience: 3–5 years
About Falcon Wealth Planning
Falcon Wealth Planning is a high-growth, fee-only Registered Investment Advisor (RIA) dedicated to delivering fiduciary financial planning with transparency and simplicity.
Our firm operates with a strong focus on data-driven decision making, operational excellence, and measurable marketing performance.
At Falcon, marketing is treated as a science. Every campaign, landing page, and digital interaction is tracked, measured, and optimized to generate qualified client opportunities.
We are seeking a Marketing Operations & Analytics Specialist who enjoys working at the intersection of data, marketing technology, and lead generation.
This role is ideal for someone who enjoys both technical systems and creative marketing execution and wants to help scale a rapidly growing advisory firm.
The Role
The Marketing Operations & Analytics Specialist supports Falcon’s marketing engine by managing analytics, CRM infrastructure, website updates, and lead generation systems.
You will ensure Falcon’s marketing technology stack runs efficiently while providing insights into what is working, why it’s working, and how we improve performance.
This role bridges data analysis, marketing operations, and campaign execution.
Key Responsibilities
Marketing Analytics & Reporting
- Develop and maintain Falcon’s marketing analytics and reporting framework
- Create dashboards and reports using tools such as Google Analytics (GA4), Salesforce, and HubSpot
- Monitor campaign performance and provide recommendations to improve lead generation and marketing ROI
- Track website traffic, lead sources, and conversion performance
- Identify trends in data and provide insights to support marketing and business growth
KPI Tracking & Campaign Measurement
- Establish and track key marketing performance metrics (KPIs)
- Analyze campaign performance and optimize based on data insights
- Support leadership with clear, data-driven reporting and recommendations
Marketing Technology & Data Integrity
- Maintain marketing analytics tools including Google Analytics 4, Google Tag Manager, Salesforce, and HubSpot
- Perform tagging audits and ensure accurate tracking of all campaigns
- Manage UTM tracking codes and attribution models
- Ensure clean, reliable data across marketing platforms
CRM Management
- Manage and maintain lead flow and reporting within Salesforce and HubSpot
- Maintain lead scoring, segmentation, and marketing automation workflows
- Ensure accurate lead tracking and integration between marketing and sales systems
Website & Lead Generation
- Maintain and update Falcon’s website using WordPress CMS
- Build and update landing pages to support marketing campaigns
- Ensure content is SEO optimized and aligned with brand standards
- Support email marketing and automated lead nurturing workflows
AI-Enabled Marketing Support
- Use generative AI tools such as ChatGPT, Gemini, and Claude to assist with content generation, campaign analysis, marketing workflow automation, and scaling digital marketing efforts
Strategic Collaboration
- Partner with the marketing and leadership teams to support growth initiatives
- Present marketing insights and recommendations using clear data visualizations
- Stay current on marketing technology trends and digital analytics best practices
Qualifications
Education
Bachelor’s degree in Marketing, Business Analytics, Business Administration, or a related field.
Experience
3–5 years of professional experience in digital marketing, marketing analytics, marketing operations, CRM systems, or marketing automation.
Technical Skills
Preferred experience with Salesforce, HubSpot, Google Analytics 4, Google Tag Manager, and WordPress.
Advanced Excel or Google Sheets skills including pivot tables, data analysis, and reporting.
Understanding of UTM tracking, digital campaign attribution, and marketing dashboards.
Core Competencies
Analytical thinking and ability to interpret data trends that drive marketing performance.
Strong attention to detail when managing marketing data, campaigns, and reporting systems.
Proactive mindset with the ability to identify opportunities for process improvement.
Adaptability in a fast-paced environment with changing priorities.
Strong communication and collaboration skills.
Excellent organizational and time management abilities.
Why Join Falcon Wealth Planning
Career Growth
Join a rapidly growing wealth management firm and gain experience building scalable marketing systems.
Impact
Your work directly contributes to Falcon’s lead generation, client growth, and marketing performance.
Innovation
Falcon actively invests in data analytics, automation, and AI tools to build a modern marketing engine.
Collaborative Culture
Work with a team that values transparency, accountability, and professional development.
If you are passionate about data-driven marketing, analytics, and building systems that drive growth, we encourage you to apply.
Job Type: Full-time
Pay: $60,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
