Benefits:
401(k)
401(k) matching
Competitive salary
Dental insurance
Health insurance
Paid time off
Vision insurance
Reports to: Chief Operating Officer (COO) Works closely with: CRM, Funnels & Lifecycle Specialist Location: In-Office (Not Remote)
The Content Operations Specialist is responsible for operating and continuously improving Morgan Financial’s daily educational live content system.
This role ensures that:
A live educational show is produced every business day
Each show is repurposed into 3–5 short-form educational videos
Content is consistently distributed across multiple platforms
Calls-to-action, offers, and lead magnets are properly placed and optimized to support mortgage lead generation
The focus is education over entertainment. Success is measured by clarity, consistency, trust, and inbound mortgage interest—not virality.
Primary Responsibilities
Daily Educational Live Show Execution
Ensure a live show is completed every business day
Manage technical setup, recording, and storage
Support a consistent show structure (market updates, loan education, Q&A)
Ensure the show runs on time and without disruption
Show Prework & Host Preparation
Gather and organize information needed for each show, including:
Market and rate data
Topic outlines and key talking points
Common audience questions and themes
Prepare a clear run-of-show brief for hosts
Ensure hosts are prepared to teach and explain, not scramble for information
Educational Short-Form Content Production
Repurpose each live show into 3–5 short-form educational clips
Prioritize:
Clear explanations
Practical takeaways
Common questions and misconceptions
Apply consistent hooks, captions, on-screen text, and CTAs
Distribution & Publishing
Publish content across:
YouTube Shorts
Instagram Reels
Facebook Reels
TikTok
Maintain a consistent publishing cadence
Ensure correct links, offers, and lead magnets are included and live
Systems & Standards Development
Create and document:
Show prep checklists
Editing standards
Publishing workflows
Establish repeatable systems that ensure consistency
Continuously refine standards based on performance data and feedback
Funnel & CRM Alignment
Work directly with the CRM, Funnels & Lifecycle Specialist to:
Align CTAs with active funnels
Ensure lead magnets are properly integrated into content
Optimize content placement to improve form fills and lead quality
Performance & Continuous Improvement
Track engagement and response metrics
Identify which topics, explanations, and CTAs perform best
Improve show prep, content structure, and execution over time
What This Role Is
Education-focused
Analytical and detail-oriented
Systems-driven
Consistency-focused
Improvement-minded
Execution-oriented
What This Role Is Not
Entertainment or influencer role
Personality-driven content role
Free-form creative position
Strategy-only marketing role
Success Metrics
Daily educational live show completed (5x/week)
3–5 short-form clips published per show
Zero missed publishing days
Hosts consistently prepared with run-of-show briefs
Improving engagement from agents and clients
Measurable contribution to inbound mortgage inquiries
Ideal Candidate Profile
Enjoys building and improving systems
Thinks in checklists and workflows
Values clarity over cleverness
Improves performance through iteration
Comfortable supporting authority-driven, educational content
Morgan Financial is an Equal Employment Opportunity employer.
Morgan Financial affords equal employment opportunity to all qualified individuals.