Practifi

Growth Marketing

• You'll refine approved campaign briefs into workback plans, write campaign copy, and run multi-channel campaigns across paid and organic channels, including social, lifecycle, adoption, cross-sell, and partner campaigns.
• You'll coordinate agencies and contributors, keep webinars and follow-up on track, and make sure content gets repurposed and distributed well beyond its first send.
• You'll have real input into how campaigns, audiences, and messaging come together, and real exposure to cross-functional leaders across Sales and Client Success.

Growth Marketing Manager

Account Manager

• Owning retention, renewal, and growth across a defined book of complex network, wealth management, enterprise, and trust accounts
• Building and sustaining trusted relationships with C-suite, principal, and executive stakeholders across the full client organization
• Leading proactive, structured business reviews that connect Practifi's value to each client's broader strategy
• Identifying and leading expansion opportunities across multi-entity and cross-firm relationships
• Running enterprise-scale renewal and expansion conversations
• Building account plans that map stakeholders, expansion surface area, and commercial milestones
• Being the client's advocate inside Practifi by carrying what you learn back to Support, Implementation, and Product

Learning and Development

• Running engaging webinars and workshops built around real wealth management use cases.
• Hosting monthly Power Sessions on advanced features that clients are hungry to learn.
• Traveling to strategic clients about once a month for onsite sessions.
• Acting as a trusted advisor during engagements and giving honest, useful recommendations.
• Keeping the training calendar humming with a 95% on-time delivery rate.

Growth Marketing Manager

Account Manager

Learning Consultant