Who are we looking for?
The Marketing team at Vestwell is growing! We are looking for a proactive and strategic senior marketing manager to serve as the marketing point person for our financial institutions channel. You will have the opportunity to work cross-functionally to drive success for our partners who use Vestwell and build out our partner marketing strategy from onboarding to long-term customer success. This role reports to our Senior Strategic Marketing Manager and will have a counterpart support person who leads our Payroll Provider channel.
An ideal candidate has relationship management expertise along with in-depth knowledge of the financial services market, including an understanding of the retirement plan space and financial advisors.
You will work with both our national and regional partners, creating and implementing joint go-to-market marketing plans. You will be comfortable talking to and building relationships with our existing partners, making data-informed decisions around how to optimize and grow current partnerships, and prioritizing new initiatives that help drive more revenue through thoughtful and well-executed campaigns.
You’ll thrive in a fast-paced environment and you’ll be passionate about using a mix of data and creativity to drive successful partnerships. You should be detail-oriented, organized and capable of handling multiple projects at once.
Last, but certainly not least, you will embody an entrepreneurial spirit and be driven by the fast-paced, challenging, and collaborative environment of a fast-growing start-up.
What will you be doing?
- Develop, organize and execute the financial advisor partner marketing strategy.
- Prioritize workflows with a focus on driving awareness, generating demand, and retaining/growing existing customers.
- Evaluate existing performance metrics and tracking to ensure marketing programs meet objectives and enable evaluation of program performance.
- Work with leadership to identify new high-leverage activities and opportunities for growth.
- Build strong relationships with partners to effectively execute program launches, optimizations and develop future opportunities.
- Create strong relationships with partners and the sales team in order to drive more partner-sourced revenue.
Requirements
- 5-7 years of experience in partner marketing, campaign marketing ideally in the financial services space.
- Strong relationship-management skills with both external partners and internal stakeholders across multiple teams and workstreams.
- Strong organization and project management skills and the ability to manage multiple partnerships and campaigns at once.
- Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges daily with a bias for action.
- Demonstrated leadership, initiative, and willingness to creatively solve problems.
- Excellent verbal, written and presentation skills - you’ll be responsible for not only building excellent relationships with each of our external partners, but also regularly communicating results of our partnerships channel to internal stakeholders, including executives.
- Proven success working and aligning with sales teams to drive pipeline and revenue.
- Ability to collaborate as part of a cross-functional team and also work independently.
- A deep understanding of the financial services industry (retirement plan market a plus!).
The expected salary range for this position is $100K - $120K. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
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