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