NewRetirement

• Own and grow Boldin’s social presence • Manage and execute posting across YouTube, Facebook, Instagram, TikTok, X, and LinkedIn • Develop and maintain a cross-platform content calendar aligned with brand, product, and growth priorities • Ensure consistency in voice, tone, and messaging across all channels • Create high-performing, shareable content • Write and produce posts that educate, inspire, and spark conversation • Translate financial concepts into clear, compelling, culturally relevant content • Identify and execute on trends, formats, and narratives that drive virality • Partner with video and design to create engaging short-form and long-form content • Actively manage comments, conversations, and community interactions • Build a sense of participation, not just broadcasting • Track and improve key metrics: follower growth, engagement rates, reach, shares, saves • Test and iterate on formats, hooks, timing, and messaging • Deliver weekly, monthly, and quarterly reports on traffic and funnel performance for social channels

• Serve as operational partner and right-hand to the Head of Services • Oversee daily workflows to ensure alignment, accountability, and consistency across advisors and coaches • Manage scheduling, e-mail campaigns, workload tracking, and demand vs. capacity planning • Support onboarding of new advisors and coaches; continuously improve the onboarding experience • Own the end-to-end billing process, including invoicing, reconciliation, audits, and revenue tracking, automating whenever possible • Maintain and manage the compliance calendar • Build and maintain dashboards that provide accurate, real-time visibility into performance metrics • Identify inefficiencies and implement scalable process improvements

• Develop and execute Boldin’s email marketing strategy to enhance customer engagement and retention. • Audit existing customer journey and nurture streams and provide recommendations for how to improve. • Create and manage email marketing campaigns, including automated workflows, newsletters, and promotional emails. • Work with product marketing partners to identify key moments in the customer journey to effectively leverage the email channel and influence behavior. • Develop campaigns, triggered flows, and promotions that deliver against revenue, conversion, engagement, and retention goals. • Design and implement A/B testing strategies to optimize open rates, click-through rates, and conversion metrics. • Clearly communicate insights and recommendations to the team backed by data. • Collaborate with the content and design teams to craft compelling email copy and visuals that align with Boldin’s brand voice. • Analyze campaign performance data, generate insights, and create actionable recommendations for improvement. • Create and own the email marketing calendar, ensuring alignment with product launches, promotions, and key business initiatives. • Ensure compliance with email marketing laws and regulations, including CAN-SPAM and GDPR. • Stay informed on industry trends and emerging email marketing tools to maintain Boldin’s competitive edge.

• Own weekly newsletters for 3-4 different personas • Curate content for, write, edit, and publish newsletters that educate, inspire, engage, and build habits, improving open rates, click-through, and long-term subscriber engagement • Maintain and optimize our library of over 1,400 articles • Ensure accuracy and freshness of all published content • Add or refresh on page factors like snippets, internal and external links, video, meta data, etc. to increase discoverability • Edit to improve SEO and search everywhere factors • Create a content calendar and publish new content weekly • Identify keyword opportunities • Write articles, guides, explainers, and educational content for existing users • Inspire users with articles to help them actualize their dreams and live their best lives • Support content across channels • Consult on scripts and copy for video, social, emails, product surfaces, and education • Help ensure content consistency across formats and teams

• Own and operate next-generation marketing and content infrastructure • Implement, maintain, and evolve a composable web stack built on Astro, Builder.io, Sanity, and Cloudflare • Define roadmap connecting Marketing, Product, and Engineering for web ecosystem • Guide evolution of CMS, site architecture, and performance infrastructure • Lead WordPress to builder.IO migration • Partner with marketing to ensure SEO best practices are enforced • Contribute to keeping the core marketing site available and performant • Enable marketing teams to build, publish pages independently

• Triage requests and insights from customers, support, coaches, advisors, and internal teams • Distill feedback into a prioritized backlog of continual improvements to the model and planning experience • Identify themes, recurring issues, and emerging opportunities • Translate ideas and problems into clear, actionable, well-scoped requirements • Drive clarity by asking thoughtful, probing questions and ensuring alignment across engineering, design, and product • Maintain crisp documentation for models, scenarios, and expected outcomes • Determine the breadth of model scenarios that should be included in testing (edge cases, user realities, complex life events) • Validate calculations across diverse scenarios to ensure correctness and stability, including edge cases • Partner with engineering to diagnose model discrepancies and propose fixes • Explore potential new financial models (e.g., tax, allocation, estate planning, guardrails) and define their purpose, value, and mechanics • Propose enhancements that improve usability, increase user confidence, and support subscription growth and retention • Conduct lightweight discovery on model-driven opportunities that could increase conversion or deepen engagement • Thoroughly test features in development and staging to ensure accuracy, usability, and a seamless user experience • Validate numerical outputs, user flows, and edge-case behavior before release • Ensure defects or gaps are captured, communicated, and resolved prior to launch

• Track, analyze, and report on various marketing performance metrics, including Customer Acquisition Cost (CAC), New Arrivals, Subscriptions, Cancels, and Churns. • Develop and maintain the Lifetime Value (LTV) to CAC ratio models to ensure sustainable growth. • Monitor full-funnel conversion rates, identifying leakage points from awareness to conversion. • Identify trends and provide actionable insights to marketing and leadership teams to improve campaign efficiency and effectiveness. • Design and analyze A/B tests (split testing) for landing pages, ad creatives, and email subject lines to scientifically prove what works. • Perform cohort analysis to understand retention behaviors and predict future revenue. • Collaborate with the Data and Analytics team to ensure data integrity, maintain reporting dashboards, and support data-driven decision-making across the marketing function. • Manage the marketing attribution model to correctly assign value to different marketing channels (Paid Search, Social, Organic, Email).