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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
KPI Tracking & Campaign Measurement
Marketing Technology & Data Integrity
CRM Management
Website & Lead Generation
AI-Enabled Marketing Support
Strategic Collaboration
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.
Location: Ontario, CA (On-site)
If you are passionate about data-driven marketing, analytics, and building systems that drive growth, we encourage you to apply.
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Falcon Wealth Planning is a fee-only Registered Investment Advisor (RIA) firm staffed by Certified Financial Planners. The company provides personalized financial planning and investment management services to individuals and families seeking transparent, fiduciary financial guidance.
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