10+ years of experience in B2B marketing, with at least 5 years focused on RIAs or wealth management.
Deep understanding of the RIA landscape, advisor personas, and industry challenges.
Experience in FinTech, SaaS, or financial services.
Strong track record of driving growth through data-driven marketing campaigns.
Exceptional communication and leadership skills.
Proficiency with CRM and marketing automation tools (e.g., Salesforce, HubSpot, Marketo).
Bachelor's degree in Marketing, Business, or related field (MBA preferred).

Benefits

Comprehensive health benefits, including dental, life, and disability insurance.
Unlimited paid time off program to help you perform at your best every day.
Annual performance-based bonuses.
Chance to share in the equity value you and your colleagues create during your time with the company.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

B2B marketingdata-driven marketing campaignsgo-to-market strategiescontent creationthought leadership

Soft Skills

communication skillsleadership skills

Certifications

Bachelor's degree in MarketingBachelor's degree in BusinessMBA