Senior Marketing Manager, Partnerships

Posted Yesterday
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New York, NY
Hybrid
Senior level
Fintech • Software • Financial Services
We're on a mission to make saving for retirement easy.
The Role
The Senior Marketing Manager will lead marketing initiatives, develop partnership strategies, manage co-branded marketing campaigns, track campaign performance, and collaborate with various departments to enhance brand visibility and drive growth.
Summary Generated by Built In

About Us

Capitalize is a mission-driven company solving critical problems in the $20 trillion retirement savings market with delightful products, scalable technology, and a world-class team.

At our core, we’re modernizing the $1 trillion in retirement account transfers (401(k) rollovers) that happen annually and currently involve manual, paper-based processes. By doing so, we’re helping the almost 20 million Americans who change jobs each year with a 401(k) do the right thing with their assets rather than lose them to fees and taxes. 

Our Enterprise offering includes a full suite of enterprise-grade APIs used by leading financial institutions to help their users find and transfer retirement accounts as part of their core funding flows. Our Consumer offering helps individuals digitally locate forgotten 401(k)s and consolidate them into one of our brand-name financial partners.  

We’ve raised $35mm from leading venture capital investors including RRE Ventures, Canapi Ventures, Greycroft, and others, and we’ve been recognized as one of TIME’s 100 Best Inventions and by Forbes as one of the Top 50 Fintech Companies in the US.

The Opportunity  

We are seeking a highly motivated and experienced Senior Manager, Growth Marketing, to lead our marketing initiatives. You’ll be part of a small, entrepreneurial team working creatively and collaboratively to grow our business. You'll be responsible for building and executing a variety of marketing strategies, managing channels and partnerships, and optimizing campaigns to achieve measurable results. 

What You’ll Do  

  • Design and implement a comprehensive partnership strategy that aligns with our marketing goals and enhances brand visibility
  • Identify and onboard strategic partners, negotiate terms, and onboard them effectively to maximize collaboration
  • Create and manage co-branded marketing campaigns, ensuring timelines are met and meet established objectives
  • Cultivate strong relationships with partners, fostering collaboration and mutual benefits
  • Monitor campaign performance, track ROI, and adjust strategies as needed to maximize results
  • Stay up-to-date with industry trends and best practices in partnership marketing to drive innovation and competitive advantage
  • Collaborate with the marketing team, sales, product and other departments to ensure cohesive and integrated marketing efforts

What You'll Bring

  • Bachelor’s degree in Marketing, Business, or a related field
  • 5+ years of marketing and growth experience, with a focus on partnerships or strategic alliances 
  • Proven track record of successfully managing partnership initiatives 
  • Strong negotiation, relationship-building, and project management skills  
  • Proficiency in marketing analytics tools and CRM systems 
  • An effective communicator who can clearly articulate decisions and mobilize support for key initiatives.
  • Bonus points: experience in fintech space

Benefits We Offer

  • Annual salary of $120,000-$140,000 and generous equity in the company
  • Medical and dental insurance, with 100% premium covered for staff and 50% for dependents
  • Access to a 401(k) plan with Betterment
  • Unlimited paid time off
  • 12 weeks of fully-paid parental leave

Note: This role is hybrid based in NYC, with a requirement of at least 3 days in-office.

We’re a mission-driven company focused on doing what’s right - for our customers and for our team. That means assembling a group of diverse, hardworking people who want to be their best in a setting that’s open and inclusive for all. We’re committed to diversity in both measurable terms (e.g. gender, race) and across other dimensions like skill sets and experiences. We believe that a diverse, equitable and inclusive company enriches our professional and personal lives. If that speaks to you, we want to meet you. Come help us build!

The Company
HQ: New York, NY
45 Employees
Hybrid Workplace
Year Founded: 2020

What We Do

We believe all Americans should retire with enough money for a life of dignity. Over time, we intend to eliminate all of the friction & fees embedded in the retirement savings system that stops them from doing so. Our first product helps people digitally locate their old 401k and transfer it seamlessly into a new account at any financial institution - without the paperwork, phone calls, and faxes of the past. In doing so, we’re automating the process by which $650 billion in 401k assets is transferred each year. We’re also making sure that the 15 million 401k account holders who change jobs annually don’t do the wrong thing with their assets - like cash them out, leave them behind, or pay excessive fees that erode their savings over time.

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