The Motley Fool

• Build and maintain components for our Sanity-based order page application • Implement new content types and schemas in Sanity Studio to give marketers self-service control over order page content • Write and maintain end-to-end tests (Playwright or similar) covering critical purchase paths • Contribute to URL structure, routing, and general application architecture improvements • Collaborate with a small, focused engineering team via Zoom, Jira, and Slack • Help explore what's possible when marketers can generate and A/B test order page content through AI tools.

• Own the technical direction for Fool.com and Motley Fool Money, keeping product velocity and long-term code health in honest balance • Stay hands-on: writing code, reviewing PRs, and pairing with your team daily • Mentor and grow your direct reports through 1:1s, technical coaching, and real career development conversations • Own production reliability for both platforms: incident response, observability, and continuous improvement of monitoring and alerting • Partner with product, design, marketing, and business unit leadership to translate business goals into technical strategy • Drive AI integration thoughtfully, both in production features and in how the team builds software • Maintain and evolve the engineering standards, deployment processes, and tooling that keep the team shipping confidently • Collaborate across business units to align technical decisions with broader company direction

• Develop and evolve the firm's marketing strategy across retail investor and professional advisor/RIA audiences, translating business goals into actionable plans with clear timelines and KPIs • Build and maintain a firm-wide marketing calendar covering campaigns, email sends, collateral deadlines, advisor calls, and compliance review windows — proactively briefing distribution teams ahead of investor communications • Identify and launch marketing partnerships with distribution partners, content platforms, and listing exchanges • Own a comprehensive multi-channel program spanning email, digital advertising, social media, webinars, events, pitchbooks, and content marketing • Coordinate conferences, industry events, and quarterly advisor calls — managing logistics, messaging, and materials • Oversee PR efforts with external agency partners; support podcasting initiatives and direct response programs for retail investors • Own the end-to-end collateral workflow — from briefing through design, copywriting, L&C review, Red Oak submission, and distribution • Serve as the firm's QC gatekeeper: review all materials with rigorous attention to data accuracy, language consistency, and regulatory compliance before publication • Run the automated collateral production process; maintain a version-controlled collateral library; manage the Morgan Stanley 4U platform • Publish fund data quarterly to eVestment, Wilshire, and other distribution databases; monitor the firm website for accuracy and freshness • Ensure advisor call recordings are pre-approved, reviewed, and published to the website without compliance surprises • Build L&C review windows into every production schedule; own records-retention processes per firm and regulatory requirements • Demonstrate working knowledge of SEC/FINRA advertising rules applicable to registered investment advisers and ETF products • Own the marketing budget — tracking spend across channels, vendors, and campaigns to ensure the team operates on plan throughout the year • Manage agency, freelancer, and platform contracts; negotiate vendor agreements to maximize value and flag budget risks or overages proactively • Prepare budget reporting and reconciliation for leadership, with clear visibility into committed spend, actuals, and remaining capacity • Manage designers, copywriters, and agency partners; recommend build vs. outsource decisions as the program scales • Track marketing KPIs via HubSpot, Google Analytics, or similar tools; report performance insights to leadership • AI fluency is a core expectation of this role. The Head of Marketing is expected to leverage AI tools to elevate team output and apply sound editorial judgment before any AI-generated content reaches investors or compliance review. • Use AI tools (e.g. ChatGPT, Claude, Copilot, Jasper) to accelerate drafts for marketing copy, emails, commentary, pitchbooks, and social content • Streamline repetitive production tasks — collateral updates, data population, distribution management — with AI-assisted workflows • Evaluate and recommend AI platforms that improve the team's efficiency across content, campaign management, and analytics • Apply rigorous editorial judgment to all AI-generated content — accuracy, compliance, and brand consistency are non-negotiable before publication • Establish internal guidelines for AI use in marketing, in coordination with legal and compliance; stay current on SEC/FINRA implications • Proactively brief leadership on emerging AI tools, risks, and competitive developments relevant to ETF marketing

• Own the strategic direction of our paid acquisition portfolio across channels such as Google, Bing, Meta, and native/prospecting platforms (Taboola, Dianomi, LiveIntent, and similar). • Manage and develop a team of Growth Operators, providing coaching, direction, and support to maximize individual growth and team performance. • Determine how acquisition investments are allocated across channels to maximize member growth, lifetime value, and long-term business impact. • Develop growth strategies grounded in member behavior, subscription economics, and long-term business impact. • Identify opportunities across channels, offers, messaging, pricing, funnel experiences, and conversion flows. • Diagnose performance shifts and uncover the underlying drivers behind success or decline. • Evaluate emerging channels, platforms, and acquisition opportunities and determine where we should invest next. • Establish testing priorities and ensure resources are focused on the highest-leverage opportunities. • Partner with engineering, data, and technical teams to shape the future of our acquisition engine. • Identify opportunities to automate, augment, and improve marketing workflows using AI. • Spec, evaluate, and improve AI-enabled systems that are built in partnership with engineering. These systems support channel management, creative generation, performance analysis, and campaign optimization, defining what good looks like and driving the iterations to get there. • Stay at the forefront of AI developments in marketing and bring new ideas, tools, and approaches back to the team. • Design and evolve the operating model that enables Growth Operators, AI agents, and automated workflows to work together effectively. • Act as the strategic orchestrator of our growth ecosystem, ensuring human and AI resources are deployed against the highest-impact opportunities. • Determine where human judgment creates the greatest value, where AI can operate autonomously, and how work should flow between the two. • Own the performance and effectiveness of AI-enabled growth systems, establishing monitoring frameworks, feedback loops, and continuous improvements that drive better business outcomes. • Establish measurement frameworks that connect channel performance to business outcomes. • Drive rigorous experimentation across channels, creative, offers, and funnel experiences. • Translate data into clear recommendations and actionable growth initiatives. • Partner with our BI and data teams to improve visibility into performance and attribution.

• Serve as a senior BI partner for the Product team • Collaborate and consult directly with business teams • Design, build, and maintain scalable data pipelines and transformation layers • Develop and maintain data marts and self-serve tooling • Partner with analysts and product managers to support A/B testing frameworks • Monitor data pipeline health by identifying data quality issues • Work closely with data governance and data engineering • Apply ML engineering practices to productionize predictive models • Champion engineering best practices including peer code reviews

• Own 3–5 paid channels end-to-end — launch, scale, and optimize campaigns to hit subscriber and ROI goals. • Manage bidding, budgets, and audience targeting, adjusting strategy as performance and platform conditions shift. • Assess and test new channels, partners, and ad formats — always asking what the next big channel for us could be. • Make decisions on a lifetime-value basis, not just front-end cost — LTV-based thinking is core to how this role operates. • Understand how each channel feeds the broader subscription funnel • Bring testing ideas across the full funnel — copy, product, offers, instant-upgrade flows, pricing — not just inside the ad platform. • Use data rigorously to identify opportunities others miss, and translate them into action. • Lead creative generation for your channels — a wide variety of ads, formats, and angles. • Test into what works and iterate quickly; comfortable writing and testing your own ad copy • Be highly data fluent — measure and analyze performance across channels and surface actionable insight. • Understand our tools and data flow well enough to spot when something isn’t tracking or behaving as expected. • Run rigorous, well-structured tests with a relentless drive to beat the control. • Use AI tools daily across creative generation, copywriting, data analysis, and more to move faster and test more. • Partner with our tech team to build and improve AI workflows and automations for your channels as they automate parts of channel management. • Bring a point of view on where AI can take on routine execution and where human judgment still wins, and help us draw that line as the tooling matures. • Stay current on AI capabilities relevant to paid media, creative, and analytics, and bring the best of it back to the team.

• Develop and maintain web applications using a variety of technologies, including but not limited to React, Next.js, TypeScript, TailwindCSS and occasionally Python. • Collaborate with other team members on best practices for efficient and sustainable engineering, focusing on achieving a balance between aesthetics, scalability, and performance. • Provide and receive technical feedback through pair programming and code reviews. • Collaborate closely with design, product, and leadership teams to anticipate future needs and align our technology roadmap with long-term goals.

• Design, build, and take full ownership of the data infrastructure powering our investment operations. • Own the complete data lifecycle, spanning ingestion, transformation, warehousing, analytics, and machine learning. • Architect ETL/ELT pipelines orchestrated by Apache Airflow (AWS MWAA). • Build and tune a Snowflake data warehouse fed by S3 data lakes. • Develop analytical models and dashboards that turn raw data into actionable intelligence. • Lead the transformation of our data infrastructure from manual processes to scalable, governed, automated data systems. • Replace manual file drops with event-driven Airflow DAGs and AWS Lambda functions. • Define all cloud infrastructure with Terraform or AWS CDK. • Establish clean, governed, and accessible datasets that feed AI agents and intelligent automation.

• Build and maintain server-side features in our Next.js App Router codebase using TypeScript — route handlers, server components, server actions, streaming, ISR, and revalidation strategy. • Design and harden integrations with the third-party APIs that power our content, market data, and subscription experiences. We care a lot about doing this well: timeouts, retries, circuit breakers, fallbacks, and graceful degradation when upstream services misbehave are first-class concerns, not afterthoughts. • Own caching strategy across Redis and Cloudflare, balancing freshness against performance, cost, and crawler behavior. • Deploy and operate services on AWS using Docker, with first-class instrumentation in DataDog so we catch issues before our readers and crawlers do. • Write meaningful end-to-end coverage with Microsoft Playwright for the flows that matter most. • Optimize the site for the way it's actually consumed by SEO crawlers: rendering strategy, structured data, sitemap generation, canonicalization, hreflang, robots directives, performance budgets, and crawl budget management. • Partner with our front-end engineers on the seam between server and client, and collaborate with content, marketing, SEO, and platform teams across the company. • Use AI-assisted development tools (Claude Code, Cursor) as a core part of your daily workflow — we have a company-wide commitment to use the latest tooling and workflows to make every person as impactful as possible. • Integrate with our CMS for content management

• Deliver phase-one AI capabilities in our existing Amazon Connect environment, focusing on AI-first call handling, intelligent routing, and autonomous resolution of common login, account, and password-reset queries. • Design AI-first workflows for voice and email that prioritize autonomous resolution, allowing the system to intelligently decide when to handle a request end-to-end and when to route to an agent. • Leverage our existing call recordings and transcripts to extract real interaction patterns and customer language to ground the AI in actual member needs. • Build elegant handoff patterns that preserve a member's interaction history, intent, and attempted actions so they never have to repeat themselves. • Write clean, production-ready Python backend code and AWS Lambda integrations to handle secure account lookups, validation, and CRM updates. • Integrate Amazon Connect workflows with HubSpot and other internal systems to equip the AI agent with real-time customer context. • Establish a reusable metadata and session strategy to enrich ongoing and future interactions with purchase history and communication logs. • Tune RAG (Retrieval-Augmented Generation) patterns and Bedrock Knowledge Bases to keep AI responses grounded in approved policies and procedures. • Implement practical guardrails that keep AI responses focused on approved topics and apply secure verification steps for sensitive workflows. • Deploy and manage AWS resources using CloudFormation, CDK, or Terraform, ensuring version-controlled deployments of Connect flow JSONs. • Author clean, clear architecture runbooks, deployment procedures, and prompt configurations to ensure the wider team can easily operate your work. • Lay the technical foundations for future authenticated transactions like billing updates, self-service cancellations, and payment processing.