Job Summary

The Spire Operations Administrator works under the direction of the Managing Director and is responsible for leading marketing strategy and execution for Spire Outsourcing’s services, while also supporting financial planning and operational workflows. This role is approximately 50% marketing leadership and 50% financial planning and operations support. The ideal candidate will drive awareness, generate qualified advisor leads, and help scale internal processes that support high-quality financial planning deliverables.

Key Deliverables and Responsibilities

 Marketing Leadership

• Conduct market research to identify target advisor segments, emerging opportunities, and competitive positioning

• Own and execute end-to-end marketing strategy, including campaign planning, content development, and performance tracking

• Develop and implement multi-channel marketing campaigns (email, digital, social media, webinars, and advisor outreach)

• Create compelling messaging and content that resonates with financial professionals

• Measure campaign effectiveness and optimize based on key metrics (engagement, conversion, pipeline growth)

• Promote Spire Outsourcing services to financial professionals and industry partners

• Collaborate cross-functionally to align marketing efforts with service delivery and advisor needs 

Financial Planning & Operations Support

• Contribute to the preparation and review of high-quality financial plans alongside paraplanners

• Collaborate with student paraplanners to improve workflow efficiency, data entry standards, and reporting processes

• Design and scale training programs and standardized procedures for paraplanner development

• Maintain documentation of processes and continuously identify opportunities for operational improvement

• Interact professionally with financial professionals to gather data, move plans to completion, and support delivery

• Stay current on financial planning trends and incorporate relevant insights into both marketing and service delivery

 Talent Pipeline & Relationship Management

• Build and maintain relationships with CFP Board registered programs to support recruitment efforts

• Develop a pipeline of student paraplanners and identify placement opportunities for advisors

What We Are Looking For

The ideal candidate is a proactive, collaborative, and detail-oriented professional with experience in both marketing and financial planning or wealth management. This individual thrives in a team-based environment and is equally comfortable building strategy and executing details. They should be capable of translating financial planning concepts into compelling marketing messaging while managing multiple priorities effectively.

Preferred Qualifications

• 4+ years of experience in marketing, financial planning, or wealth management

• CFP® certification or actively pursuing CFP® designation preferred but not required

• Graduation from a CFP Board registered program is highly valued

• Experience with eMoney or similar financial planning software

• Familiarity with CRM and marketing automation tools (e.g., Salesforce, HubSpot, Redtail)

• Strong analytical, organizational, and communication skills

• Demonstrated ability to manage projects, campaigns, and workflows concurrently

 Success in This Role Looks Like:

• Increased awareness and engagement with Spire Outsourcing services

• Growth in qualified advisor leads and business development pipeline

• Successful execution and optimization of marketing campaigns

• High-quality, timely delivery of financial plans

• Improved efficiency and scalability of paraplanning workflows

Why This Role is Unique

Spire Outsourcing is a financial services support firm that helps financial advisors save time by outsourcing the construction of comprehensive financial plans. Acting as a behind-the-scenes extension of an advisor’s team, Spire supports secure client data gathering, plan development, and review so advisors can deliver high-quality planning more efficiently and focus more time on client relationships and business growth.

This is a rare opportunity to work at the intersection of marketing, financial planning, and operations within a growing outsourcing business. The role offers the ability to directly impact advisor growth and client outcomes while building scalable marketing strategies and operational processes.

Cambridge is a majority owner of Spire Outsourcing.

Why Cambridge:

Cambridge offers a comprehensive benefits package designed to support your health, well-being, and work-life balance. Benefits include paid time off, paid holidays, medical, dental, vision coverage, disability insurance, life insurance, and wellness incentives.

You can find more details about our comprehensive benefits package here. 

Company Overview: At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.

Cambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.