Senior Social Media Strategist

Posted 2 Days Ago
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Mill Valley, CA, USA
In-Office
110K-125K Annually
Mid level
Artificial Intelligence • Financial Services
The Role
The Senior Social Media Strategist will manage Boldin's social presence, create engaging content, drive community interaction, optimize growth, and collaborate across teams to enhance brand visibility.
Summary Generated by Built In

Please read before applying: We review every application carefully, and all fields (including the required 60–90 second video) must be fully completed and relevant; applications that are incomplete or use AI-generated responses will not be considered. If you’re unable to meet these requirements, we kindly ask that you refrain from applying.
Full-time • Remote 

At Boldin, we believe financial confidence should be accessible to everyone. Money decisions shape our lives, yet too often people are left without the clarity or tools they need to make informed choices. We exist to change that.

Boldin is a comprehensive financial planning platform that helps people understand their financial picture, make smarter decisions with their money and time, and plan for the future with confidence.

With over $20M raised and strong momentum, Boldin is entering a pivotal phase of growth. This is an opportunity to join a mission-driven team and help shape the future.

About the Role

Boldin is not just a financial planning platform — it’s a movement. Social is where that movement becomes visible, shareable, and contagious.

The Senior Social Media Strategist is responsible for turning Boldin into a daily, high-value presence in people’s lives — creating content that sparks conversation, builds trust, and drives meaningful engagement across platforms.

This role sits at the intersection of storytelling, culture, data, and distribution. You will own and grow Boldin’s presence across YouTube, Facebook, Instagram, TikTok, X, and LinkedIn — with a mandate to double followers, create viral moments, and materially increase engagement and reach.

You will collaborate closely with Content, Video, PR, Brand, and Paid Marketing to ensure Boldin shows up consistently, intelligently, and memorably across every channel.

Key Responsibilities:

Own and grow Boldin’s social presence
  • Manage and execute posting across YouTube, Facebook, Instagram, TikTok, X, and LinkedIn
  • Develop and maintain a cross-platform content calendar aligned with brand, product, and growth priorities
  • Ensure consistency in voice, tone, and messaging across all channels
Create high-performing, shareable content
  • Write and produce posts that educate, inspire, and spark conversation
  • Translate financial concepts into clear, compelling, culturally relevant content
  • Identify and execute on trends, formats, and narratives that drive virality
  • Partner with video and design to create engaging short-form and long-form content
Drive engagement and community
  • Actively manage comments, conversations, and community interactions
  • Build a sense of participation, not just broadcasting
  • Develop repeatable formats that encourage sharing, saving, and discussion
Optimize for growth and performance
  • Track and improve key metrics: follower growth, engagement rates, reach, shares, saves
  • Test and iterate on formats, hooks, timing, and messaging
  • Identify platform-specific strategies to maximize performance
Collaborate across teams
  • Work with Content Lead to translate editorial into social-native formats
  • Partner with Video Lead on YouTube and short-form video strategy
  • Coordinate with PR and Brand on campaigns, launches, and narratives
  • Align with Paid Marketing on amplification and testing
  • Support company leadership, amplifying thought leadership
Success reporting
  • Deliver weekly, monthly, and quarterly reports on traffic and funnel performance for social channels

KPIS + Targets

  • At least 2-3x growth in followers across all major platforms by year end
  • 3x++ increases in engagement rate (likes, comments, shares, saves)
  • Increased social-driven traffic and brand awareness
  • Creation of repeatable, high-performing content formats
  • Measurable contribution to overall brand and earned traffic growth
Qualifications:

You are a storyteller, strategist, and operator — someone who understands how ideas spread and how to turn content into momentum.

You likely:

  • Deeply understand how social platforms work — not just posting, but distribution dynamics
  • Have strong instincts for what makes content resonate, spread, and convert
  • Are obsessed with clarity — especially when explaining complex topics simply
  • Care about helping people improve their lives, not just capturing attention
  • Think in narratives, not just posts
  • Balance creativity with performance data
  • Are culturally aware and tuned into trends without being gimmicky
Requirements

To succeed in this role, you must:

  • 4+ years of experience in social media, content, or growth roles
  • Proven track record of growing and managing social media accounts with measurable results
  • Experience creating or directing high-performing content across multiple platforms
  • Strong writing and storytelling ability
  • Experience working with video content (short-form and/or YouTube)
  • Deep familiarity with social analytics and performance optimization
  • Strong understanding of personal finance, retirement planning, or willingness to rapidly build expertise
  • Ability to collaborate across teams and functions
  • Comfort using AI tools to enhance content creation and workflow

This is an individual contributor role with significant visibility and impact. You must be comfortable working closely with leadership while maintaining strong ownership over your craft.

$110,000 - $125,000/month DOE

Skills Required

  • 4+ years of experience in social media, content, or growth roles
  • Proven track record of growing and managing social media accounts with measurable results
  • Experience creating or directing high-performing content across multiple platforms
  • Strong writing and storytelling ability
  • Experience working with video content (short-form and/or YouTube)
  • Deep familiarity with social analytics and performance optimization
  • Strong understanding of personal finance, retirement planning, or willingness to rapidly build expertise
  • Ability to collaborate across teams and functions
  • Comfort using AI tools to enhance content creation and workflow
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The Company
HQ: Mill Valley, California
45 Employees
Year Founded: 2015

What We Do

NewRetirement delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. @NewRetirement Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue. The NewRetirement platform was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII).

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