Find us on LinkedIn too 👉
Scale Down Logo
Root Financial logo

Executive Assistant, Content Marketing

Root Financial
Full-time
Remote
United States
Executive

Executive Assistant, Content Marketing

Reports to: Ari (Chief Growth Officer)
Type: Full-Time
Location: Remote
Compensation: $80,000 base 10% bonus eligibility

About the Role

Ari (CGO) operates at the intersection of content, lead generation, and marketing execution. He moves fast, is always launching new ideas, and communicates through Loom videos. This role exists to multiply his 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, and 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 so he can see what works before handing off to the branding team.

  • 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-programed 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

What We're Looking For

  • 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

Why Root Financial

  • 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