THE COMPANY:

Building and executing a great investment strategy shouldn’t require a PhD, nor a million dollar budget. It should be simple. The wealth management industry is rapidly evolving, and tech solutions like YCharts are paving the way for advisors and planners to scale their businesses.

YCharts enables its customers to make smarter investment decisions and better communicate with their prospects and clients. Our cloud-based software provides investment advisors, wealth managers, asset managers and retail investors with powerful research tools, comprehensive data, compelling visuals, and customizable sales collateral. 

Thanks to our best-in-breed software and unparalleled support, YCharts has transitioned from a fintech startup to a thriving growth company (Inc. 5000 Honor Roll 5x Fastest Growing Company) in the burgeoning “wealth-tech” space. YCharts proudly services industry-leading names such as John Hancock, TD Ameritrade, Fidelity and Charles Schwab.

PRIMARY JOB RESPONSIBILITIES:

• As the YCharts Marketing Coordinator, you will support a wide range of digital marketing initiatives including social media, influencer marketing, virtual and live events, award recognition efforts and account-based marketing (ABM)

• Manage and grow YCharts’ social media channels including LinkedIn, Twitter, Facebook, Instagram and YouTube — understanding these platforms and how they support community-building is critical

• Establish and maintain YCharts’ social media calendar, seasonal campaigns, award calendar, and tracking for digital marketing efforts

DAILY AND MONTHLY RESPONSIBILITIES:

• Lead community-building efforts by posting content from our content team and moderating and engaging with comments and influencers across our channels 

• Stay up-to-date on conversations and trends, and identify relevant opportunities for YCharts to engage across social channels

• Assist with key accounts, customer and influencer marketing, including the preparation of webinar and event presentation materials, newsletters and related logistics

• Maintain repositories of all marketing assets and collateral, ensuring stakeholders can find what they need when they need it

• Coordinate sending swag to key partners and customers, leveraging our new gifting platform

• Perform related job duties as assigned and required

YOU ARE:

• Interested and curious about the financial markets. You follow FinTwit and are prepared to join in on daily conversations

• Meticulous. Your attention to detail is unmatched

• Creative. Always looking for new, relatable ways to engage with our customers

• Organized. You know how to manage multiple projects and competing priorities to create an actionable plan and get the most impactful work done

• A self-starter. You’re always ready to roll up your sleeves and jump on opportunities when you see them without being asked

• A true team player. You think across the full spectrum of channels available to us

• Data driven. You seek out data to inform your approach and constantly iterate on what you’re doing based on what’s working and what’s not

• Knowledgeable. You have experience in all social networking platforms including a proven track record of personal and/or business account growth. Hubspot and WordPress experience a plus!

Y YCHARTS?: 

• 5x Inc. 5000 “Fastest Growing Companies” 

• American Banker's 2020 and 2021 "#1 Best Fintechs to Work For"

• Built in Chicago’s 2022 “​​Best Places to Work” and “Best Small Company to Work For”

• Inc.’s “Best Places to Work” 

• Inc.’s “Top Regionals: Midwest” 

• Fintech Global’s “WealthTech 100” 

• Crain's "Best Places to Work in Chicago"

• Deloitte's "Technology Fast 500"

• InvestmentNews' "Biggest Fintech Innovations"

• Technology Tools for Today & Inside Information’s “Top Tool Advisors Are Thinking About Adding” 

PERKS & REC:

• Chicago (River North) & NY (Chelsea) offices with flexible remote options

• 100% Employer-covered medical, dental & vision insurance 

• 401(k) match

• Paid parental leave

• Generous PTO including Vacation, Sick Days and “Celebration Days”

• DEI commitment

• Continued education via “Starbucks and Study”

• Summer hours— we head out early during the warm months!

IN-OFFICE PERKS:

• $60/week Grubhub credits for in-office lunches

• Rotating selection of high-quality coffees

• Craft beer, kombucha, and cold brew on tap

• Snacks and drinks to get you through the day

• Opportunity to join team leagues like kickball

• Fun company outings including an annual celebration in Chicago, Whirlyball, community service, baseball games and happy hours!

YCharts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

At YCharts, we feel strongly that respect and inclusion are essential ingredients for creativity, innovation, and success. While we know there’s more work to be done to advance diversity and inclusion, we’re proud of our success thus far and excited for the journey to come. Want to help us?

Learn more about our culture (video)