Develop and execute brand and market positioning strategy; define target segments, personas, and value propositions
Prioritize channels and allocate budget for awareness and qualified leads; align marketing strategy with company objectives
Create a unified messaging framework across marketing and sales; monitor competitors and industry trends
Design, execute, and track awareness and lead generation campaigns; define and monitor campaign success metrics
Craft compelling, differentiated content for financial-planning-focused advisors across white papers, blogs, webinars, social posts, email campaigns, videos, testimonials
Manage public relations and oversee marketing automation tools and CRM to track and nurture leads
Implement SEO/SEM strategies to increase visibility and partner with sales to qualify leads and optimize conversion rates
Build and lead a high-performing marketing team; mentor and develop junior marketers
Analyze market segments, define and assess campaign performance metrics, and provide regular reports with insights and recommendations
Requirements
Submit at least two writing samples demonstrating ability to craft compelling narratives
Resume required
LinkedIn profile required
7+ years of proven B2B SaaS or professional services marketing success (wealth management preferred)
Strategic thinker with ability to execute omni-channel campaigns
Exceptional writing skills; ability to explain complex ideas simply
Experience with SEO/SEM, social, email, and content marketing
Leadership ability to manage and mentor a small team
Experience with marketing automation tools and CRM (implied by responsibilities)
Willingness to be based in Boston or be able to come to Boston quarterly (application asks)