Creative Director, Wealth.com
$75-115k
+ Company equity managed through Carta.
Best-in-class estate planning technology
Job no longer available
Best-in-class estate planning technology
101-200 employees
Job no longer available
$75-115k
+ Company equity managed through Carta.
101-200 employees
Company mission
To revolutionize estate planning by using AI-powered solutions to help financial advisors, benefits departments, and individuals.
Role
Who you are
- We are looking for someone who can build a highly innovative, creative and impactful brand and marketing/sales assets to connect advisors with our brand to deliver measurable business results
- This is an opportunity for someone who is motivated by performance metrics from creative while also connecting on an emotional level with advisors and prospects while advocating for wealth.com, the best Estate Planning platform
- Creative vision - ability to lead conceptual thinking in addition to clearly articulating the creative vision for wealth.com across channels and the conversion funnel
- 8-10 years of relevant experience in creative field with a portfolio of results driven work that shows diversity of experience across both online and offline marketing
- Experience with marketing campaigns across mediums — digital, social, video, web/mobile, print, experiential, and sales collateral (such as presentations, 1-pagers, tutorials, etc.)
- Experience with performance marketing and brand management/design
- Ideally have both agency and in-house experience
- Passion for crafting a compelling narrative that drives people to action
- Eagerness to roll up your sleeves to get things done
- Problem-solve in a fast-paced, self-driven environment
- Attention to detail, while being able to rise above to see the bigger picture
- Excellent communication skills
What the job involves
- Wealth.com is hiring our first Creative Director to join the company and lead the overall creative direction to build the #1 brand for Estate Planning
- As the Creative Director, you will be responsible for setting the look, tone and feel of the wealth.com brand across all our marketing assets, both brand and growth, as well as sales collateral
- You will be partnering closely with our Product Design team to ensure that the brand is brought to life in a cohesive and authentic way across all advisor and member touch points
- We are looking for out of the creative ideas married with strong operational rigor to get the most impactful creative through the most efficient process
- Collaborate with key stakeholders (CMO, Execs, Sales, Product) to set the creative strategy to bring the brand to life across initiatives, channels and products
- Manage internal and external resources to execute all design projects across digital, social, event, video, webinar, podcast, web/mobile, and merchandising
- Work with CMO to identify and prioritize key brand, growth/acquisition and retention creative initiatives and deliverables to support wealth.com’s business
- Build a consistent and impactful end-to-end brand experience across all marketing touch-points and mediums
- Develop iterative hypothesis-driven approach to creative to foster testing culture for creative assets and drive performance across channels
- Inspire creativity across the organization to drive innovation and position wealth.com as the leading brand for modern Estate Planning built for advisors
Our take
50% of personal wealth in the US will change hands in the next two decades, inciting a need for estate planning solutions that are efficient, insightful and help grow the pre-existing pots. Wealth.com aids this transfer through its estate planning platform for financial institutions and their clients.
Wealth.com’s platform leverages next-gen technology infused with AI to help the financial planning of personal estates. Differentiating it from the crowded wealth planning market is the company’s balance of machine learning technology and a human touch, rendering it one of the only tech-led, end to-end platforms built specifically for financial institutions.
Balancing fintech fluency and boutique estate planning, Wealth.com has attracted the eye of investors. Its latest and substantial funding round will fuel growth and product development, positioning the company to continue its path of success.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
Company
Funding (2 rounds)
Sep 2024
$30m
SERIES A
Mar 2022
$16m
SEED
Total funding: $46m
Company benefits
- 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
Company values
- Inspired to innovate - We’re inspired to build innovative products to make a difference in people’s lives. We believe in the power of curiosity and technology to achieve our mission
- Seek progress not perfection - We don’t let perfect be the enemy of good. We zag forward when presented with obstacles and find creative solutions to problems
- Compassionate honesty - We put the skunk on the table. We are direct and honest while being caring and supportive—we push each other without stepping over one another
- Accountability matters - We think like owners and take responsibility for our actions. Mistakes are OK but we pivot and move forward
- We win together - Our success comes from celebrating each person’s individuality while learning from our diverse backgrounds and experiences
Company HQ
Camelback East Village, Phoenix, AZ
Articles
Leadership
Rafael Loureiro
(CEO)Official Member of the Forbes Finance Council. Previoulsy CTO at LexisNexis Risk Solutions and Emailage Corp, and CRM at Avanade.
Rei Carvalho
(Co-Founder & Executive Chair)Previously Managing Partner at Bela Juju Ventures and CEO at Emailage. Was also CTO at Phoenix Kiosk and Secure Medical.
Tim White
(Co-Founder & Chief Growth Officer)Previously Chief Partnership Officer at Emailage, Business Development Executive at CrossChx and GlobalMed Telemedicine, and a Sales Operations Manager at Outreach International.
Danny Lohrfink
(Co-Founder & CPO)Executive Board Member on the Fast Company Executive Board. Was Business Lead at SoFi and VP of Private Wealth Management (Americas COO Team) at Goldman Sachs.
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