Senior Marketing Program Manager, Altruist

$136-192k

Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs) for eligible roles.

Salesforce

Hubspot

Wordpress

Amplitude

Senior and Expert level

San Francisco Bay Area

All-in-one platform for financial advisors and their clients

Be an early applicant

All-in-one platform for financial advisors and their clients

501-1000 employees

FintechB2BInvestingFinancial ServicesSaaS

Be an early applicant

$136-192k

Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs) for eligible roles.

Salesforce

Hubspot

Wordpress

Amplitude

Senior and Expert level

San Francisco Bay Area

501-1000 employees

FintechB2BInvestingFinancial ServicesSaaS

Company mission

To make financial advice better, more affordable, and more accessible.

Job

Company

Role

Who you are

Experience - 5+ years of experience working as Marketing Program Manager or in a go-to-market function at a B2B financial services, fintech, or SaaS organization
Proven track record leading cross-functional projects from inception to completion
Ability to identify process and organizational inefficiencies and drive improvements
Exceptional project management skills
Education - Ideally looking for a B.A. / B.S. degree in relevant fields such as Marketing, Business Administration, Communications, Advertising, etc
Technical aptitude - You’re technologically savvy and can easily get up to speed on modern tech stacks (i.e. Hubspot, Salesforce, Amplitude, Navattic, Wordpress, Figma.)
Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others
Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way
Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives
Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks

What the job involves

Altruist is entering an exciting phase, and we're looking for a Director of Growth Marketing to join our Marketing team
As the Director of Growth Marketing you'll play a key part in establishing Altruist as the category defining brand in the custodial services space
You'll be leading a number of functions that collectively will drive awareness, demand, new customer acquisition, and revenue
Collaborate with and unify cross-functional teams, including sales, product, design, content, customer success, to manage the creation and execution of compelling, insights-driven go-to-market plans
Oversee the development and execution of integrated marketing campaigns and initiatives, including content creation, email marketing, social media, webinars, events, and advertising, to effectively reach and engage target audiences at a positive ROI
Monitor the review and approval process for marketing materials to ensure brand and regulatory compliance
Collaborate with internal stakeholders to define and track key performance indicators (KPIs) and drive progress toward departmental goals
Assist in defining, creating, and monitoring budgets for marketing campaigns and initiatives
Improve operational efficiency of growth initiatives to drive the performance and scale of the programs effectively (eg Tech Collection and Advisor Referral Program)

Our take

Altruist has created a cloud-based digital investing platform for independent financial advisors (IFAs). In the past, it’s been common for financial advisors selling products on a commission basis to have access to advanced digital systems, but not those working entirely independently.

Altruist brings an all-in-one platform to all IFAs, removing the need to use multiple programs to manage client accounts whilst bringing high quality assets to all investors, regardless of portfolio size.

Advisors can save time, compress costs and ultimately do more for their clients. Altruist operates a pricing model that scales up with the number of required accounts, unlike some competitor products such as Adviser and Intelliflo which charge a flat monthly subscription fee. Off the back of impressive funding, the company is set to expand its service offerings and support a wider range of RIAs as it becomes a truly comprehensive advising solution.

Freddie

Company Specialist at Welcome to the Jungle

Insights

Top investors

67% employee growth in 12 months

Glassdoor (3)

Company

Funding (last 2 of 5 rounds)

May 2024

$169m

SERIES E

Apr 2023

$112m

SERIES D

Total funding: $449.5m

Company benefits

Be rewarded for doing great work: competitive compensation and equity for all team members
Health, dental, and vision coverage, available on your first day
Set future you up for success with 4% 401(k) matching
Flexible time off and work hours to meet your needs
Modern parental paid leave from day one, including 16-week adoptive, birth or foster paid leave, and 4-week child loss or miscarriage paid leave

Company HQ

McManus, Culver City, CA

Leadership

Jason Wenk

(CEO)

Started their career as a Morgan Stanley System Analyst before co-founding Retirement Wealth as CEO in 2005. They also founded FormulaFolios in September 2011, before combining this financial and entrepreneurial experience to found Altruist in September 2018.

Salary benchmarks

We don't have enough data yet to provide salary benchmarks for this role.

Submit your salary to help other candidates with crowdsourced salary estimates.

Share this job

View 40 more jobs at Altruist