Social Media Manager, Founder Brand

About the role:

We are hiring a Founder Brand & Social Media Manager dedicated to growing James Conole’s personal channels (YouTube, Instagram, Facebook, TikTok) and using them to:

• Attract the right-fit retirement clients for Root Financial.
• Attract the right-fit people to join Root as advisors and team members.

Your job is to own the how of James’s social presence so he can focus on the what: ideas, message, and being on camera. You will plan the content calendar, decide when and how you film, choose formats, handle editing and posting logistics, and bring James a clear plan to react to.

The content mix will include client-facing education and behind-the-scenes “day in the life / culture” content that shows how we think, work, and treat people. James’s job is to show up, share his expertise and perspective, review the calendar, and when needed, hit post. Your job is to turn that into consistent, high-performing content that attracts both great clients and great teammates.

Core Outcomes (first 12 months)

You are successful if:

• James is publishing 3–6 short-form videos per day across Instagram, Facebook, and TikTok from new and existing footage.
• James’s short-form channels become a meaningful, trackable source of new leads.
• Root can point to at least a few high-quality advisor / key hire candidates per quarter who cite James/Root social as a primary reason they applied or accepted.
• All comments and DMs on James’s channels are acknowledged within 24 hours, with warm followers routed into Root’s existing funnels (guides, workshops, Fit Calls).
• There is a simple, reliable capture system: James always knows what is being filmed this week, when, and why.

Responsibilities

Content strategy and planning

• Build and maintain a rolling content calendar for James’s short-form channel (this role does not own James’ long-form content strategy on YouTube).
• Propose topics, hooks, and angles; incorporate James’s ideas and Root’s strategic priorities.
• Decide formats (Reel vs carousel vs YouTube clip), posting cadence, and timing.
• Keep up with current social media trends, formats, and algorithm shifts specifically for educational and financial content, and bring fast recommendations so we can capitalize on what is working now rather than shipping ideas after the moment has passed.
• Balance client-facing educational content with behind-the-scenes and culture content that supports recruiting.

Capture, editing, and posting

• Plan and run regular content sessions with James based on your calendar and shot lists.
• Capture in-office content even when it doesn’t directly involve James.
• Film James in-office and at selected events; prompt him with clear questions and hooks.
• Capture “day in the life” and post-meeting reflections that show Root’s culture and decision-making.
• Pull clips from existing footage and repurpose them.
• Edit into platform-native short-form pieces (hooks, pacing, captions) and prepare posts for James to approve or publish.

Community, DMs, and funnel handoff

• Monitor comments and DMs on James’s accounts; respond using Root’s voice and scripts.
• Use existing tools and simple manual scripts to move followers to guides, workshops, or Fit Calls.
• Surface lead and content insights back to sales and marketing.

Performance and collaboration

• Track basic metrics (views, saves, follows, profile visits, link clicks, leads) and report what is working and what is not.
• Coordinate with Root’s central marketing team so James’s content supports, not conflicts with, brand-level campaigns and assets.

How We Will Work Together

• You show up with a plan, calendar, and shot list, not “What do you want to do today?”
• You are strong at pivoting ideas quickly as trends and priorities change. You are comfortable killing ideas we have already planned, reshuffling the calendar, and jumping on time-sensitive opportunities so we do not ship content that is stale or no longer relevant.
• You care about results first (qualified leads, booked calls, channel growth), then aesthetics.
• You are comfortable with direct, fast feedback and adjust without drama.

Requirements

• 2–5+ years in social media or content (creator, editor, or social media manager) for a personality, brand, or agency.
• Proven examples of growing accounts and driving meaningful actions (not just impressions).
• Strong short-form editing skills and native fluency with Instagram Reels, Facebook, and TikTok.
• Comfort prompting a founder on camera and organizing their time without creating friction.
• Based in San Diego and able to be on-site regularly.

What you Get

• Competitive Base salary: $75,000 - 90,000 per year, depending on experience and portfolio.
• Bonus: up to approximately 10% of base tied to agreed lead and channel-growth metrics.
• 5% 401(k) match
• Health insurance
• Vision, dental, long-term disability, life insurance
• Completely remote work and flexible schedules
• Unlimited PTO Policy
• Parental Leave
• Root Reset Days: Take the last Friday of every month off
• Lifestyle Spending Account for Wellness

Equal Opportunity Statement

Root Financial is an equal opportunity employer. We welcome applicants of all backgrounds and identities and do not discriminate based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, marital status, veteran status, or any other legally protected status.