Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We’ve earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions.
We believe that integrity, customer service and hard work are the foundations for everything else we do. We are committed to working with our clients as a fiduciary providing independent and unbiased advice. In doing so, we strive to provide objective, creative and focused planning. We educate and explain in order to help our clients understand their financial situation and assist in the decision-making process.
The Marketing Automation Specialist is responsible for managing the marketing automation platform (Hubspot) and fully leveraging its capabilities. Expect to work closely with content managers and project managers. The Automation Specialist role will implement all programmatic and operational initiatives through Hubspot. This person will have a strong foundation in marketing automation and will be tasked with creating, implementing, and improving best practices ensuring continual enhancement of digital marketing efforts. The ideal candidate is technical, organized, results driven, has strong attention to detail and has a passion for digital applications.