Cambridge Investment Research, Inc.
Marketing Automation Liaison
Cambridge Investment Research, Inc., Phoenix, Arizona, United States, 85003
Marketing Automation Liaison
role at
Cambridge Investment Research, Inc.
Be among the first 25 applicants.
Job Summary About Us: At Cambridge, we are committed to helping advisors build thriving businesses and deliver meaningful outcomes to their clients. You’ll join a culture rooted in kindness, collaboration, and continual growth—where your work directly contributes to the success of independent financial professionals nationwide. Cambridge is more than a financial solutions firm. It’s a place where your career and passion intersect. Realize your potential, make a positive impact, and discover your Something Wonderful!
Job Overview The Marketing Automation Liaison supports the planning, execution, and analysis of marketing campaigns across digital channels, with a strong focus on email marketing and lead nurturing. This role works cross‑functionally with the Marketing & Communications, Business Development, IT, and other teams to help build and optimize campaigns using Salesforce Marketing Cloud, Salesforce CRM, Adobe Analytics, and other platforms. The ideal candidate brings strong attention to detail, a collaborative spirit, and a passion for using data and automation to enhance the customer journey.
Key Deliverables And Responsibilities What You’ll Do:
Build, test, deploy, and measure the success of marketing campaigns in Salesforce Marketing Cloud using Email Studio, Automation Studio, Journey Builder, and Analytics Builder.
Manage subscriber lists, audience segmentation, and dynamic content using AMPscript, filters, and SQL queries.
Partner with the analytics team to track campaign performance in Adobe Analytics, Google Analytics, and Salesforce Marketing Cloud reporting tools.
Ensure UTM parameters and tracking codes are consistently applied to measure campaign effectiveness across platforms.
Collaborate with Salesforce CRM users to align contact records, campaign data, and lead flow processes.
Coordinate with Marketing & Communications and IT teams to support tagging, personalization, and form integrations.
Document campaign requirements, QA processes, and best practices to support team‑wide scalability.
Support A/B testing, campaign optimization, and performance reporting across email and paid digital channels.
Assist with marketing calendar management and campaign scheduling across departments.
What are we looking for?
Working knowledge of Salesforce Marketing Cloud (or similar tool) and Salesforce CRM
Familiarity with AMPscript, SQL, or other scripting/query languages
Understanding of digital campaign tracking and performance metrics (e.g., open rate, CTR, conversion rate)
Comfortable navigating Adobe Analytics, Google Analytics, or similar tools for campaign analysis
Ability to translate business goals into campaign logic, segments, and data flows
Excellent communication and project coordination skills
Strong attention to detail and ability to manage multiple projects simultaneously
Comfortable working across departments and with both technical and non‑technical stakeholders
Bachelor’s degree in Marketing, Communications, Business, or related field
3+ years of experience in digital marketing or marketing operations
Preferred Qualifications
At least 1 year of hands‑on experience with Salesforce Marketing Cloud
Experience in a B2B or highly regulated industry (e.g., financial services) is a plus
Experience with LinkedIn Ads, Google Ads, or programmatic platforms is a bonus
Location Phoenix, AZ or Fairfield, IA – Hybrid in‑office 3x/week
Salary Range $65-70,000/year. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location.
Benefits
Premium benefit package including medical, vision, dental, life and long‑term disability insurance
Vacation/sick time
401(k) retirement plan with company matching program
Eleven paid holidays
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 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, ranked among the largest and fastest‑growing firms in the industry. 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.
Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee‑only, and brokerage—and offers a broad selection of investment solutions with no proprietary products.
For further information about Cambridge, please visit
https://www.joincambridge.com/
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Marketing and Sales
#J-18808-Ljbffr
role at
Cambridge Investment Research, Inc.
Be among the first 25 applicants.
Job Summary About Us: At Cambridge, we are committed to helping advisors build thriving businesses and deliver meaningful outcomes to their clients. You’ll join a culture rooted in kindness, collaboration, and continual growth—where your work directly contributes to the success of independent financial professionals nationwide. Cambridge is more than a financial solutions firm. It’s a place where your career and passion intersect. Realize your potential, make a positive impact, and discover your Something Wonderful!
Job Overview The Marketing Automation Liaison supports the planning, execution, and analysis of marketing campaigns across digital channels, with a strong focus on email marketing and lead nurturing. This role works cross‑functionally with the Marketing & Communications, Business Development, IT, and other teams to help build and optimize campaigns using Salesforce Marketing Cloud, Salesforce CRM, Adobe Analytics, and other platforms. The ideal candidate brings strong attention to detail, a collaborative spirit, and a passion for using data and automation to enhance the customer journey.
Key Deliverables And Responsibilities What You’ll Do:
Build, test, deploy, and measure the success of marketing campaigns in Salesforce Marketing Cloud using Email Studio, Automation Studio, Journey Builder, and Analytics Builder.
Manage subscriber lists, audience segmentation, and dynamic content using AMPscript, filters, and SQL queries.
Partner with the analytics team to track campaign performance in Adobe Analytics, Google Analytics, and Salesforce Marketing Cloud reporting tools.
Ensure UTM parameters and tracking codes are consistently applied to measure campaign effectiveness across platforms.
Collaborate with Salesforce CRM users to align contact records, campaign data, and lead flow processes.
Coordinate with Marketing & Communications and IT teams to support tagging, personalization, and form integrations.
Document campaign requirements, QA processes, and best practices to support team‑wide scalability.
Support A/B testing, campaign optimization, and performance reporting across email and paid digital channels.
Assist with marketing calendar management and campaign scheduling across departments.
What are we looking for?
Working knowledge of Salesforce Marketing Cloud (or similar tool) and Salesforce CRM
Familiarity with AMPscript, SQL, or other scripting/query languages
Understanding of digital campaign tracking and performance metrics (e.g., open rate, CTR, conversion rate)
Comfortable navigating Adobe Analytics, Google Analytics, or similar tools for campaign analysis
Ability to translate business goals into campaign logic, segments, and data flows
Excellent communication and project coordination skills
Strong attention to detail and ability to manage multiple projects simultaneously
Comfortable working across departments and with both technical and non‑technical stakeholders
Bachelor’s degree in Marketing, Communications, Business, or related field
3+ years of experience in digital marketing or marketing operations
Preferred Qualifications
At least 1 year of hands‑on experience with Salesforce Marketing Cloud
Experience in a B2B or highly regulated industry (e.g., financial services) is a plus
Experience with LinkedIn Ads, Google Ads, or programmatic platforms is a bonus
Location Phoenix, AZ or Fairfield, IA – Hybrid in‑office 3x/week
Salary Range $65-70,000/year. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location.
Benefits
Premium benefit package including medical, vision, dental, life and long‑term disability insurance
Vacation/sick time
401(k) retirement plan with company matching program
Eleven paid holidays
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 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, ranked among the largest and fastest‑growing firms in the industry. 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.
Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee‑only, and brokerage—and offers a broad selection of investment solutions with no proprietary products.
For further information about Cambridge, please visit
https://www.joincambridge.com/
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Marketing and Sales
#J-18808-Ljbffr