•Prepare and curate weekly company meeting decks.•Coordinate the creation and distribution of monthly newsletters to subscribers, curating engaging and relevant content to enhance brand engagement.•Conduct comprehensive manual reporting on data trends and changes in email engagement, website analytics, social media analytics, and other key performance indicators (KPIs) aiding in data-driven decision-making and optimizing marketing strategies.•Assist with onboarding and offboarding, setting employees up with all necessary accounts and providing guidance on using certain systems.•Assist capital advisors with miscellaneous tasks, offering tech help and expertise to streamline their workflows and client interactions.•Administer various systems, including Pipedrive, HubSpot, Google Admin, Google Analytics, and all social media accounts (LinkedIn, Twitter, TikTok, Threads, Facebook, YouTube, Instagram) to optimize marketing and operational processes and enhance brand presence.•Host monthly marketing office hours to advisors seeking assistance with marketing strategies and digital tools.•Collaborate with subject matter experts to create monthly capital markets updates decks, used in monthly webinars to provide clients with key market insights.•Make changes to the website in Webflow as issues are identified, ensuring a seamless user experience and resolving technical concerns promptly.•Craft compelling deal stories when deals close and publish them on the website and social media, enhancing brand reputation.•Publish blogs to Webflow and Medium, disseminating informative and engaging content to reach a wider audience and boost organic traffic.•Create dashboards in HubSpot for marketing efforts and campaigns, empowering data-driven decision-making and measuring the effectiveness of various initiatives.•Create dashboards using Google Data Studio for sales team performance, providing real-time insights and identifying areas for improvement to drive business growth.

•Developed social media content and scheduled posts to coincide with target audience usage.•Managed the organization's social media presence by posting photos, answering questions, and monitoring conversations.•Posted new content for products several times a week.•Utilized Instagram to promote products and content.