Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
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 natinal 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.
OUR BENEFITS
We’re a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!
OUR PROCESS
It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.
For your awareness you will only receive correspondence from [email protected] any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
What We Do
Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans. Leading financial institutions, state governments, and embedded financial affiliate groups can seamlessly utilize Vestwell’s innovative and scalable platform to provide flexible, cost-effective, and user-friendly workplace savings programs to their small business clients and individual savers.
Vestwell is at the forefront of change in the $33T+ workplace savings industry. Through our platform and industry partners, we are on a mission to democratize access to savings programs for the 30M+ small businesses across the country.
Why Work With Us
Vestwell has backing from leading fintech and strategic investors and a growing team of superstar professionals. Our mission is to provide a unified workplace savings platform, while closing the savings gap across the country. It's a massive, complex challenge to solve, and we have an incredible team to do it.
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