Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.
A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!
Wealth.com is seeking an experienced Senior Manager/Director of Demand Generation to lead the development and execution of impactful demand-generation strategies. In this role, you will be responsible for shaping the overall strategy for performance marketing initiatives across both digital and non-digital channels, driving marketing-led growth, and designing programs to fill the sales pipeline. Key success metrics include lead volume, customer acquisition cost (CAC), and revenue growth.
The ideal candidate will have deep expertise in B2B marketing, SEO, and a proven track record in the wealth management or fintech industry. If you're passionate about making a significant impact in a fast-paced environment, we want to hear from you.
Responsibilities:
- Develop and execute demand generation channels and programs (e.g., Google PPC, LinkedIn, Trade Publications, webinars etc.) to drive new leads and nurture our existing database of leads
- Own pipeline creation and conversion and develop an intimate understanding of the customer journey to drive impact across the funnel
- Work with the content marketing, product and sales teams to develop (write, drive review process, publish) and promote marketing materials to drive awareness and interest
- Ensure brand identity is adhered to in campaigns and in all communication channels
- Track, measure, and communicate campaign/channel/program results, continually optimize for efficiency and scale, and seek to generate new best practices through experimental efforts
- Work with our Analytics team to create marketing dashboards displaying key metrics around campaign and channel performance
- Collaborate closely with sales, success and product teams and implement an effective feedback loop to optimize lead generation, improve pipeline acceleration, and maximize sales
Qualifications:
- Bachelor’s degree in a marketing- or business-related field
- 5-10 years of experience in demand generation with B2B SaaS organizations
- Master at developing, executing, and measuring innovative and results-focused demand programs and campaigns
- Demonstrated analytical ability, specifically around program measurement and ROI, and program execution skills
- Proven experience in managing the creation of marketing materials.
- Experience influencing and communicating product offers to customers, prospects, and sales professionals
- Strong project management skills and experience with superb attention to detail.
- Knowledge and hands-on experience with popular CMS, marketing automation and sales automation systems, particularly HubSpot and Salesforce.com.
- Significant track record of achievement and success within the targeted field of expertise
- Ability to work in a dynamic fast paced organization, build internal and external relationships to gain and share information and insight
- Good organizational skills and strong presentation skills
- Results oriented, self motivated with proven ability to meet objective & targets in fast growing organizations
Why you'll love working for wealth.com
- You won’t find any of the negative stereotypes about startups at wealth.com, and you get to help build something that is truly making a difference at a company that is driving rapid revenue growth with a best-in-class platform.
- Competitive Salary.
- Fully remote, flexible work environment. We do however meet together in person several times a year.
- Full medical and dental benefits.
- Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged.
- Paid Parental Leave.
- Company equity managed through Carta.
- 401k with Match and 100% vesting upon hire.
- Free estate planning!
Here are the core benefits of the role:
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
Top Skills
What We Do
Wealth is the first comprehensive estate planning platform that provides a holistic view of all your assets, visualized and securely stored in one place. With robust asset aggregation technology, sophisticated APIs and bank-level encryption, our platform makes estate planning easy and accessible.
