Career Opportunities

Senior Marketing Automation Specialist

Kitces.com is hiring a Senior Marketing Automation Specialist to be responsible for the production and execution of our email and web marketing campaigns and automations, gathering assets from stakeholders, deploying campaigns, and reporting on their results. This position will report into the Director of Engagement and will be a key team member in our growing Engagement Department, ensuring our communications are clear, actionable, and valued by our Readers and Members. The Senior Marketing Automation Specialist must love getting into the details, be able to work well with cross-functional teams and be able to think creatively about how to leverage the capabilities of marketing automation systems and CDP platform to deliver the right information to our Readers in order to deepen their relationship with Kitces.com.

So if you have never seen a data point you didn’t want to collect, can’t help but build every single campaign you construct as an A/B test, think of lengthy multi-step campaign journeys as “works of art”, and get excited at the prospect of creating beautifully coordinated multichannel online experiences, then this position may be right for you!

Description/Responsibilities

This full-time, entirely virtually based staff position (work from anywhere, no relocation required!) will report to the Director of Engagement as a member of the Engagement department and work directly with other Kitces.com team members.

Core responsibilities include the following:

Email and Website Campaign Management

• Build, manage and deploy email marketing campaigns and automations in Exponea and ActiveCampaign that support our educational offerings for financial advicers, ensuring our communications are on-time and of high quality
• QA of marketing campaigns, including testing of all links and proper rendering
• Implement targeting strategy for our campaigns, including proper segmentation and dynamic content inclusion
• Update and build campaign supporting webpages and web placements using WordPress

Reporting and Testing Initiatives

• Collect marketing data and produce weekly reports on results
• Monitor campaigns for trends, and be able to suggest areas for improvement
• Build and deploy A/B and Multi-variate tests and report out on findings

CDP/Automations

• Assist in the migration from CRM to CDP, including building email templates and automations
• Assist in the setup of basic journeys for Readers and Members in our CDP, including goal setting and basic reporting
• Help monitor segments and personas along the various points of a journey and whether those journeys are successful at converting
• Help maintain list hygiene and update contacts as needed

 

Key Candidate Traits

The ideal candidate should be self-motivated enough to work in a virtual environment with limited supervision (autonomous), have an extremely strong inclination for continuous learning (self-development), an immaculate attention to detail (organized and efficient), a service mindset (seeks to collaborate and to help and support others), and an ability to work in a changing environment (adaptability). We are a team that lives by our values, our support of one another and our commitment to the community we serve. The successful candidate will share these values.

• Our Core Values:
• Do the Right Thing
• Advisors First
• Be the Trusted Source
• Deposit More Than We Withdraw
• No A$$holes
• Get Your Nerd On

In addition, the candidate should be highly adept at both written and verbal communication, with a focus on what we do and how we do it as it benefits our financial advicers. The candidate should also be extremely comfortable with Excel, Google Analytics, and enjoy uncovering trends.

Candidates must be U.S. Citizens, and work within a reasonable time zone to the Eastern United States.

The successful candidate will have completed a four-year marketing-related degree as well as at least 3 years of experience working in a CDP (e.g., Exponea) or an email marketing platform (e.g., ActiveCampaign, Mailchimp, Hubspot, ExactTarget, ActiveCampaign). Experience with WordPress and CSS skills is a plus, but not required.

Compensation/Benefits

– Base salary $50,000 – $70,000/year (depending on experience)

– Available bonus up to 12% of base salary (payable at up to 3%/quarter)

– $1,500 budget for additional financial planning education (i.e., post-CFP designations/certifications) or other training/skills education

– $2,000 budget for technology hardware/software or related office materials

– $1,500 conference budget

– Paid membership in Financial Planning Association, NAPFA, and/or other relevant membership associations

– 15 days of paid time off for combined vacation + sick, plus 6 national holidays

– Participation in company 401(k) plan

– Participation in company health insurance plan

To Apply:

Interested candidates for the Senior Marketing Automation Specialist should submit their Resume and Cover Letter to jobs@kitces.com, and may include an (optional) up-to-2-minute video to explain why they are interested in the position.

Front-End Developer

About The Role:

Kitces.com is hiring a Front-End Developer to be responsible for coding and designing front end user interfaces and experiences on our free public-facing website on WordPress, while creating new functionality for our visitors and paying members. In addition, the Front-End Developer will also build tools within WordPress and using ReactJS to integrate our current WordPress site with our back-end Kitces Advicer Database, and various third-party tools we use to deliver our services.

So, if you’re a front developer who has always wanted to work for a company that will actually take some time to repay its code debt (and are excited to be the one that does that rebuild!), is excited about building new tools and obsesses about optimizing their performance, who has significant experience implementing user interfaces and experiences with an eye for not just functionality but design, and who wants to build solutions for a mission-driven business that seeks to help millions of consumers (through the support of hundreds of thousands of real financial advisors) … then this is the job for you! 😊

Description/Responsibilities
This entirely virtually-based staff position (work from anywhere, no relocation required!) will report directly to the Director of Platform & Reader Experience and work on a team led by our Lead Developer/System Architect.

Further description of annual responsibilities is indicated below.

• Design and implement front-end user interfaces and experiences
• Maintain and update WordPress including maintaining and developing plugins
• Engage in continuous site performance optimization
• Ensure SEO and accessibility standards are met
• Implement and maintain Kitces brand experience on site
• Assist in implementing and maintaining user data tracking strategies
• Coordinate with the Director of Platform and Lead Developer for sprint planning and task prioritization
• Work with and support external contractors when necessary
• Participate in code review, testing, and debugging with Platform team members
• Coordinate and collaborate with cross departmental teams to support their website user needs
• Scope out and estimate projects to help the Director of Platform manage the product roadmap

Key Candidate Traits
The ideal candidate should be self-motivated enough to work in a virtual environment with limited supervision (autonomous), have an extremely strong inclination for continuous learning (self-development), an immaculate attention to detail (organized and efficient), a service mindset (seeks to collaborate and to help and support others), and an ability to work in a changing environment (adaptability). We are a team that lives by our values, our support of one another and our commitment to the community we serve. The successful candidate will share these values.

 

Our Core Values:

Do the Right Thing

Advisors First

Be the Trusted Source

Deposit More Than We Withdraw

No A$$holes

Get Your Nerd On

 

The following skills will be required:

• 5+ years of experience in front end development
• Has built elegant and user-friendly websites and applications
• Understand how business requirements link to user experience goals
• Has extensive experience with supporting WordPress sites
• Is experienced and comfortable working with ReactJS
• Has extensive experience in front end development languages including modern HTML, CSS, and JavaScript
• Understanding of software quality and quality assurance principles
• Be able to plan ahead and implement solutions to solve long term problems
• Able to work with other developers and contractors as our development team grows over time
• Experience in Agile and Scrum methodologies

The ideal candidate must also exhibit highly effective written and speaking communication skills and be able to engage with a virtual team effectively. Company projects are moved forward when stakeholders come together with the spirit of collaboration. As the company continues to grow, leadership and mentorship skills will be required when additional developers are onboarded.

Candidates must be U.S. Citizens, and work within a reasonable time zone to the Eastern United States.

 

Compensation/Benefits

– Base salary $90,000 – $110,000/year (depending on experience)

– Available bonus up to 12% of base salary (payable at up to 3%/quarter), determined by meeting key business goals

– $5,000 budget for additional financial planning education (i.e., post-CFP designations/certifications) or other training/skills education

– $2,000 budget for technology hardware/software or related office materials

– $3,000 conference budget

– Paid membership in Financial Planning Association, NAPFA, and/or other relevant membership associations

– 20 days of paid time off for combined vacation + sick, plus 6 national holidays

– Participation in company 401(k) plan

– Participation in company health insurance plan

To Apply

Interested candidates should submit their Cover Letter (required) and Resume to jobs@kitces.com, with “Front-End Developer” in the subject line, and may include an (optional) up-to-2-minute video to discuss why they are interested in the position as well

Podcast Producer

Kitces.com is hiring a Podcast Producer to be responsible for the weekly Financial Advisor Success podcast, the bi-weekly Kitces & Carl podcast and any future programmed audio or video content published by the Nerd’s Eye View, including managing of the entire podcast production process from researching and scheduling guests and identifying prospective topics, to managing our sound and video editing contractors, editing down audio files and transcripts with an eye towards refining content for maximal relevance for listeners, preparing Executive Summaries and Show Notes, coordinating on podcast syndication, overseeing podcast distribution and expanding our reach, and tracking and measuring podcast analytics.  

In essence, the Podcast Producer is responsible for the entire process of making programmed audio and video content on Kitces.com happen, working with Chief Financial Planning Nerd Michael Kitces and our team of experts to create and deliver that content to our advisor listenership.  

So if you’re passionate about podcasting as the future of content delivery, are an experienced manager of podcast and blog content with a strong eye (or ear!) for what’s relevant and of interest to a clearly defined target audience, are comfortable managing a team of contractors to facilitate all steps of the podcast production process and ensuring that everything gets done, and love being responsible for an entire podcast production from end to end to see its success and growth… then this job is for you! 

 

Description/Responsibilities
This entirely virtually-based staff position (work from anywhere, no relocation required!) will report to the Managing Editor, work directly with Chief Financial Planning Nerd and lead visionary Michael Kitces, and be responsible to managing an entire podcast production team and process from end to end. 

Further description of annual responsibilities for the Financial Advisor Success and Kitces & Carl podcasts are indicated below. 

Podcast Production Responsibilities:
– Identify prospective Podcast topics and Guests of interest to financial advicers
– Establish relationships with and Schedule prospective Podcast guests
– Order equipment for Podcast guests and facilitate logistics with guests, including sound/tech checks
– Coordinate with Sound/Video editing freelancers for production of audio/video files, and be able to make spot edits to audio and video files directly as necessary
– Order podcast transcripts and edit for clarity
– Identify and implement podcast edits to shorten and focus episode content
– Write podcast Show Notes, Executive Summaries, and opening Intros
– Ensure podcast content is properly distributed and syndicated
– Measure and track podcast listenership and other key podcast metrics
– Develop and implement ideas to grow listenership/viewership and expand podcast content reach
– Assist in the refinement of podcast format and structure, including the development of screening forms, and pre- and during-interview questions
– Assist in the development of future podcast launches, and manage production of future podcasts 

– Responsible for the production of occasional Thursday Nerds at Noon broadcasts 

Nerd’s Eye View Blog Support Responsibilities:
– Cross-train on Associate Editor tasks for uploading and posting blog content via Wordpress
– Support Associate Editor, Managing Editor and Director of Reader Engagement on blog content production and email and social media distribution as needed 

 

Key Candidate Traits
The ideal candidate should be self-motivated enough to work in a virtual environment with limited supervision, have substantial experience in podcasting and content production and familiarity with audio and video editing tools, a strong eye and ear for what is relevant to financial advisors, and be obsessed with ensuring that quality content is created and distributed. 

Candidates must also exhibit highly effective written and speaking communication skills, given both the need to establish relationships with and support podcast Guests, and being able to manage a podcast production team virtually. We are a team that lives by our values, our support of one another, and our commitment to the community we serve. The successful candidate will share these values. 

 

Core Values 

• Do the Right Thing 
• Advisors First 

• Be the Trusted Source 
• Deposit More Than We Withdraw 
• No A$$holes 
• Get Your Nerd On 

 

Candidates must be U.S. Citizens, and work within a reasonable time zone to the Eastern United States. 

Financial advisor industry experience is strongly preferred, but not required. 

Compensation/Benefits
– Base salary $50,000 – $70,000/year based on experience
– Available bonus up to 12% of base salary, determined by meeting key business goals 

– $2,000 budget for additional training/skills education
– $2,000 budget for technology hardware/software or related office materials
– $2,000 conference budget
– Paid membership in a relevant membership association and for a relevant professional designations or certifications
– 15 days of paid time off for combined vacation + sick, plus 6 national holidays
– Participation in company 401(k) plan 

-Participation in company health insurance plan 

To Apply:
Interested candidates for the Podcast Producer should submit their Resume and Cover Letter to jobs@kitces.com, and may include an (optional) up-to-2-minute video to discuss why they are interested in the position as well. 

 

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Associate Financial Planning Nerd

Kitces.com is hiring an Associate Financial Planning Nerd who will be responsible for writing and supporting the creation of original Nerd’s Eye View articles (and doing the associated research and analysis) on topics of interest to the financial advicer community, supporting our financial planning Resources with timely updates, supporting on the development of our speaker presentations, and providing other support as needed to the Advisor Education team in the creation of our Members Section content.

So if the idea of being able to just ‘nerd out’ on financial planning, tax strategies, and research all day long excites you, you enjoy continuously learning and sharing that learning journey with others (and figuring out the best way to teach and communicate those concepts), are excited to support industry-leading thought leaders and developing your own expertise in service to the financial advicer community, and want to join the most trusted source of quality and relevant information in the financial planning industry (as well as a team that actually lives by the values they talk about)… then this is the job for you!

Description/Responsibilities
This full-time, entirely virtually based staff position (work from anywhere, no relocation required!) will report to the Managing Editor as a member of the Editorial Team, and work directly to support Chief Financial Planning Nerd Michael Kitces.

Core responsibilities include following:

Annual Content Creation Responsibilities:
– Creation of 12 full-length articles for Nerd’s Eye View (1 every month) throughout the calendar year, including all related research and analysis, following the Kitces 3x3x3 content framework
– Support the blog creation process as need, including the development of relevant blog graphics to present key information, and supporting spreadsheet models where necessary to analyze key topics or issues
– Support the process of collecting and posting updated information for Kitces Resources
– Provide backup support to Senior Technical editor and Senior Financial Planning Nerd

Curation Responsibilities:
– Monitor industry trade and other publications for potential articles for Weekend Reading recap or social media sharing
– Support identification of prospective topics or Guest authors for Nerd’s Eye View blog posts
– Assist in reviewing Guest Post submissions to determine if appropriate to accept into the editing process

Other Responsibilities/Opportunities:
– Support in the creation of new or updated PowerPoint slide presentations based on existing articles and other site content

Future Opportunities:
– Serve as a paid Kitces Speaker for webinars or in-person conference events
– Provide consulting services as a part of Kitces Consulting

In addition to the above responsibilities, we encourage our team members to identify other growth opportunities for the platform and lead in their implementation while learning new and beneficial skills. In other words, you will own certain assigned accountabilities, but we also want you to work on projects and opportunities that YOU identify as relevant to the platform and career, and that you are passionate about. We at the Kitces team are building something together!

Key Candidate Traits
The ideal candidate should be self-motivated enough to work in a virtual environment with limited supervision (autonomous), have an extremely strong inclination for continuous learning (self-development), an immaculate attention to detail (organized and efficient), a service mindset (seeks to collaborate and to help and support others in service to the financial advicer community), and an ability to work in a changing fast-growing environment (adaptability). We are a team that lives by our values, our support of one another, and our commitment to the community we serve. The successful candidate will share these values.

Core Values
• Do the Right Thing
• Advisors First
• Be the Trusted Source
• Deposit More Than We Withdraw
• No A$$holes
• Get Your Nerd On

The candidate should also be highly adept at both written and verbal communication to educate, both within our virtual team, and to our financial advisor audience, and be capable to meeting specific content production deadlines.

Notably, the Kitces platform itself is also growing and evolving. As a result, we are looking for people who seek to be challenged to learn, grow, try new things, and will bring fresh perspectives to the team.

Candidates must be U.S. Citizens, and work within a reasonable time zone to the Eastern United States.

The successful candidate will have completed their CFP certification, and a Master’s degree or other advanced designations are desirable. Direct planning experience with clients is a positive, but not required.

Compensation/Benefits
– Base salary $50,000 – $70,000/year (depending on experience)
– Available bonus up to 12% of base salary (payable at up to 3%/quarter), determined by meeting key Members Section metrics
– $5,000 budget for additional financial planning education (i.e., post-CFP designations/certifications) or other training/skills education
– $2,000 budget for technology hardware/software or related office materials
– $3,000 conference budget
– Paid membership in Financial Planning Association, NAPFA, and/or other relevant membership associations
– 15 days of paid time off for combined vacation + sick, plus 6 national holidays
– Participation in company 401(k) plan
– Participation in company health insurance plan

To Apply:
Interested candidates for the Associate Financial Planning Nerd should submit their Resume and Cover Letter to jobs@kitces.com, and may include an (optional) up-to-2-minute video to explain why they are interested in the position.