Email Marketing Specialist

Job description

XY Planning Network (XYPN) is the leading organization for fee-only financial advisors who want to serve their Gen X and Gen Y peers providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions. 

As our Email Marketing Specialist, you will be instrumental in helping us communicate the right message, to the right people, at the right time. Using your deep expertise with email marketing conversion, you’ll obsess over our open rates, click rates and CTAs. We’re looking for a copywriting pro who will own our email initiatives from start to finish. This is an opportunity to manage multiple projects in a fast-paced, high-growth startup environment with a strong team. This position is based in Bozeman, Montana and reports to the Director of Marketing, Jennifer Mastrud.


  • Collaborate closely with marketing and sales colleagues to achieve shared goals, increasing lead-to-customer conversion rates and client engagement metrics

  • Craft & distribute recurring newsletters with input from the team  

  • Manage segmentation of audience, client- and prospect-facing, and assist in developing/executing customized communication plans for each group through use of automation

  • A/B test and continually measure the performance of communications

  • Manage technical aspects of content delivery using HubSpot to support internal teams from all business lines

  • Carefully follow multi-step processes with consistency and diligence to complete regularly scheduled tasks; develop processes as needed

  • Maintain quality data and organized files and resources for use by the team

  • Understand and report on KPIs that speak to the effectiveness of our email communications

Compensation & Benefits:

  • Starting salary: $50k-55k DOE

  • Bonus: up to 20% of base salary based on company-wide goals

  • Matching 401K (4.5% match on 6% contribution)

  • Health insurance 

  • Open vacation policy (Required to take a minimum of 3 weeks per year)

  • Flexible work hours

  • Occasional paid staff work retreats for strategic planning and project work - 1-2/year anticipated plus our national conference in the fall


  • Extensive and recent proficiency with HubSpot, and with integrating the system with other technologies

  • Expertise in Google Analytics and marketing KPIs

  • Experience with A/B testing and optimization

  • Exceptional written communication skills

  • Previous experience in an email marketing role with data-supported success

  • College degree in marketing or closely related field 

What would make us drool:

  • Background in personal finance or industry exposure

  • An eye for aesthetics/design

  • Personal characteristics: creative, critical thinker, organized, transparent, & collaborative

  • Comfort with technology and learning new tools