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 Analytics & Content Strategist at One Day In July, you will work with the in-house marketing team to create campaigns, analyze performance data, and optimize the firm’s lead flow systems. You will also work with the operations team and financial advisors at the firm to expand into new areas as we open new offices.
One Day In July has a small internal marketing team. You will be working on a variety of tasks that support the marketing department and help develop campaign strategy. The ideal candidate for this position should be highly motivated by large data sets, detail oriented, a strong writer, be well versed when it comes to SEO, and be willing to work on a variety of marketing projects.
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.
Communicate your findings to others within the marketing team and other areas of the firm, including financial advisors. Work with the marketing team to deploy and manage marketing campaigns across a variety of channels, ensuring they run smoothly.
Create content for digital and printed materials.
Research complicated financial topics and distill them into easy to understand materials for use online and in print.
Use SEO to create quality, informative content for the One Day In July website.
Help the marketing and operations team to open One Day In July offices in new areas.
Coordinate marketing vendors and interface with our accountants regarding vendor payments.
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:
Enjoy diving into large data sets looking for insights to apply to marketing and other areas of the firm.
Maintain a high standard for attention to detail and documentation.
Be able to apply strong SEO skills across new and current content.
Apply established accessibility standards to all webpages and digital pdfs.
Possess strong research and copywriting skills. Be able to craft quality articles on complicated topics.
Be interested in finance.
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 Tag Manager and Google Analytics GA4.
Possess a positive attitude, tremendous grit, and ability to prioritize.
Possess working knowledge of Adobe InDesign, Illustrator, and Acrobat.
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.
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.
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. We want these answers from you, not AI.
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'.
