Wealth Management Growth Marketing & RevOps | RIAs + FinTech/WealthTech | HubSpot Platinum Solutions Partner
Washington DC, DC
ProperExpression is a wealth-management-focused growth marketing and RevOps agency serving established RIAs and advisory firms, with additional expertise serving FinTech and WealthTech companies in the wealth-management ecosystem. We connect strategy, content, SEO, paid media, CRM and marketing technology, automation, attribution and sales alignment into one full-funnel growth system designed to build qualified demand, improve conversion and connect marketing to pipeline and revenue. For RIAs and advisory firms, that work can also support scalable client and advisor acquisition and AUM growth.
Remote · Canada
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Remote · Canada, United States
Lead account teams of specialists to execute multi-channel marketing strategies and drive ROI for B2B SaaS and Financial Services clients. Act as the primary point of contact for clients, ensuring high-quality delivery, retention, and measurable growth results.
Remote · Canada
The role involves designing and building complex HubSpot and Salesforce integrations, including custom API work and middleware implementation. The architect will serve as the technical lead on client calls, managing the end-to-end revenue infrastructure and overseeing the work of HubSpot specialists.
Remote · Canada, United States
Lead account teams of specialists and project managers to execute multi-channel marketing strategies and drive ROI for clients. Act as the primary client contact, translating high-level strategy into actionable plans while ensuring high-quality delivery and client retention.
