Executive Assistant + Marketing Strategist

About the Company

The Well Recruiting Solutions serves independent wealth management firms nationwide. In just two years we’ve become a trusted recruiting partner for nearly 100 firms as we build toward a bold vision of 100,000 successful placements by 2030.

Our core values are not just notional. We live and breathe them:

Excellence, Faith, Family, Generosity and Growth.

If you’re not inspired yet, this role is not for you.

About the Role

This is not a typical executive assistant role. The Well is seeking a seasoned marketing professional who has led teams and comprehensive omnichannel initiatives. You will partner closely with the CEO, a former Fortune 100 executive turned start-up founder to turn vision into both strategy and execution. This is a high-trust, high-ownership role for someone who loves building structure, managing creatives and vendors, and keeping a visionary leader on track.

Responsibilities

Marketing leadership

• Translate CEO vision into structured, trackable marketing campaigns across LinkedIn, email, website, podcast, video, and client gifting.
• Manage and coordinate external creatives and freelancers for copy, design, editing, and production.
• Lead podcast pipeline and launch efforts: booking, prep, production coordination, distribution, and guest follow up.
• Build and maintain the content calendar and distribution workflows.
• Implement simple dashboards to track campaign performance and quality.

Executive partnering

• Ensure CEO follow-up discipline with prospects, clients, and centers of influence.
• Coordinate logistics & planning (and replanning as needed) for speaking, seminars, and other travel requirements.
• Bring order to ideas, develop and drive action plans, and close loops across teams and vendors.

Qualifications

• Full, unwavering alignment with our core values
• You have led marketing initiatives and/or teams at a small or mid-sized firm.
• You have worked directly with high-level business owners and executives.
• You balance strategy and execution with strong project management habits.
• You build systems that keep fast-moving leaders focused and accountable.
• Bonus: You have familiarity with wealth management and/or recruiting services.
• You anticipate needs and communicate proactively - keeping the CEO ahead of deadlines, risks, and opportunities.
• You bring an editorial eye for quality - drafting, editing, and refining content to protect brand voice and reputation.
• You are fluent (or a fast learner) with CRM, project management, scheduling, and podcast/distribution tools.
• You operate with absolute trust, integrity, and confidentiality in all matters.
• You are a self-starter who creates clarity and solutions without needing micromanagement.
• You will not work another job concurrently with this role due to conflict of interest.

Pay range and compensation package

Hours: Approximately 20 hours per week, with availability spread across the week/day. (Some weeks may require 15 hours; some may require 30)

Location: Remote. Preference for Phoenix Metro for occasional team onsite coordination.

Compensation: $30-$50+/hour part-time; commensurate with experience, with room to expand scope & hours as we scale.

How to Apply

1. Apply via Linkedin; and

2. Email jointheteam@emailthewell.com with the subject line: Application – EA & Marketing Strategist – [Your Name]

Include in the email:

• A brief note explaining how your experience leading marketing initiatives makes you a fit for this part-time, high-ownership role.
• A detailed explanation of how you align with our values of Excellence, Faith, Family, Generosity, and Growth.
• A link to one or two representative campaigns or content programs you led, with 3 to 5 bullets on results and your specific role.