Job ID: MCS401 Location: Burlington, Vermont Status: Full time
Firm Summary
Headquartered in Burlington, VT, One Day In July delivers low-fee financial advice, generally focusing on index funds, to clients in Vermont and across the United States. Our growth has been rapid, and we are expanding our marketing team to keep the momentum going.
Click here to read about our firm's culture and priorities.
Job Description
As a Marketing and Content Strategist at One Day In July, you will be responsible for analyzing the firm’s lead flow data, as well as data on various marketing campaigns in order to support future growth. Using the knowledge you gain from the analytics, you will create marketing campaigns across a variety of channels that seek to increase lead flow. You will have the opportunity to take ownership of projects as you use analytics to come up with a plan, establish a budget, create necessary content, and then deploy and monitor the campaign, adjusting as necessary. You will report to and work closely with One Day In July’s Senior Marketing Manager, Caroline Russell.
We move fast at One Day In July. There are not layers of bureaucracy or committees that need to approve every design or campaign idea. The ideal candidate should be highly motivated by large data sets, detail oriented, possess a keen eye for design, and be comfortable in a fast paced environment. This role provides the opportunity to combine technical and creative skills to have a measurable impact on the firm’s growth.
In this role, you will:
Analyze lead flow data in order to help the firm become more efficient.
Analyze marketing data in order to identify opportunities for targeted marketing campaigns.
Present your findings in easy-to-read formats for others in the firm to use.
Create marketing assets for digital and print campaigns. This includes creating both graphics and text.
Be able to research complicated financial topics and distill them into easy to understand materials for use online and in print.
Write content and build pages for the One Day In July website.
Create ads and organic content for social media (LinkedIn, Instagram, Facebook).
Be creative – work with the marketing team to come up with new ideas. While this is an investment firm, there is a lot of room for creativity.
Work closely with the compliance department to ensure all advertising and content follows the SEC marketing rules.
Pay close attention to recordkeeping, ensuring all assets are kept organized in the firm’s recordkeeping system.
A strong candidate will:
Be a master of the Adobe Suite, specifically Illustrator, InDesign, and Acrobat. Knowledge of Premier and Lightroom are a plus.
Maintain a high standard for attention to detail and documentation.
Enjoy diving into large data sets looking for small insights to apply to marketing or other areas of the firm.
Have excellent computer skills: Excel, Word, Gmail, and web browsers.
Be organized. This is a small team and there are a lot of moving parts.
Be an excellent communicator, both written and verbal.
Be well versed in Google Ads.
Have excellent graphic design skills.
Possess a positive attitude, tremendous grit, and ability to prioritize.
Have a bachelor’s degree in marketing, design, or related field.
Knowledge of ProCreate and ProCreate Dreams is a plus.
Working knowledge of HTML and CSS is a plus.
What's in it for you?
Work in fast-paced work environment where your ideas can come to life quickly and their impact can have a real impact on the growth of the company.
Learn about all different aspects of the financial industry.
Gain experience managing marketing campaigns from ideation, through deployment and analysis.
Work in an environment that values creativity and innovation.
Join an established but rapidly growing firm.
Enjoy a low-meeting culture.
Be part of a friendly, hardworking team that prides itself on mutual respect for one another.
Enjoy a beautiful office near the Burlington waterfront, with some travel to other One Day In July offices.
Feel great about offering an honest, transparent solution to Vermonters and Americans trying to save for retirement. One Day In July is a fiduciary: we are legally and ethically obligated to act in our clients’ best interest. (Only 12% of people registered with the securities industry are registered in a way that requires them to be fiduciaries on all accounts.1)
Win on price: our prices tend to be lower than many of our competitors' prices. It is fun to be in a firm that is winning and taking market share.2
Salary
$65,000 - $75,000 commensurate with experience.
Hours / Location
This job is full time.
This job is primarily in-person in Burlington, VT.
Benefits
401k plan with low-cost index funds and One Day In July strategy embedded. No high fee funds (this matters greatly, as you’ll learn if you work here)! Available after meeting eligibility requirements.
401k match. Available after meeting eligibility requirements.
An excellent Mac laptop with a fast processor and retina screen, a sit-down / stand-up desk, plenty of space to work comfortably, relatively private work areas, and other resources for top productivity. Our employees are not cogs in a machine and we don’t treat them that way.
Paid vacation. Number of weeks commensurate with experience. Includes the luxury of being required (yes, required) by the firm’s founder to disconnect from work on your vacation days.
Health care plan.
A plant for your desk. (Sometimes it’s even alive).
A cover letter in PDF format. In your cover letter, let us know what is unique about you that we should know. Additionally, in your cover letter, include at least one paragraph explaining what makes you stand out from other applicants. We are looking for previous demonstrations of excellence and commitment, and the more granularity you can provide, the better.
In addition to your cover letter, submit a one-page, single-spaced PDF. On the top half, describe a situation where you identified a problem or inefficiency and developed a solution or a time where you had to challenge an established process or policy. What was the problem, how did you approach the situation, and what was the result? On the bottom half, share a recent experience where you learned something new and achieved a level of excellence that enabled you to teach others. Provide insights into the process used to acquire this skill.
The Job ID at the top of this posting should start the subject line of your email.
We respond to all diligent applicants. We keep all applications private.
One Day In July LLC is an equal opportunity employer.
1. “FINRA 2024 Industry Snapshot” FINRA, Dec 13, 2024
2. Source: The Kitces Report, "2024 Financial Planner Productivity Study" Retrieved 10 May 2025. The statement applies to clients with at least $150,000 in assets under management. Clients with lower assets under management are subject to a minimum annual advisory fee that may not be lower than that of our competitors'.
