Digital Marketing Lead, Opto Investments
$145-180k
Significant equity
Private market access for independent investment advisors
Job no longer available
Private market access for independent investment advisors
21-100 employees
Job no longer available
$145-180k
Significant equity
21-100 employees
Company mission
To empower fiduciaries with the technology to confidently invest in private markets.
Role
Who you are
- We are looking for a digital marketing lead who can ensure we are applying modern marketing with a rigorous optimization plan to build a best in class brand and enhance business outcomes
- You are passionate about and skilled in both the development and execution of a modern digital marketing strategy, from concept to the final deliverable
- You love collaborating teams and stakeholders across the company and converting ideas into beautiful, high quality campaigns that resonate with your audience
- You have a thorough understanding of branding and digital marketing, with the ability to pivot on the data and client feedback to improve outcomes
- 4+ years of experience in financial services, product marketing, digital marketing preferably with a good understanding of complex products at a fast-growing company
- Deadline-driven. You are responsible, well-organized, and can move fast to create high quality output in an evolving environment
- Content marketing. Experience with content marketing and working on a brand and campaigns from an early stage
- Technical marketer. Not afraid of getting deep and understanding then working with our partners to fix technical digital marketing barriers
- Adaptable. Experienced working across a wide variety of marketing channels including media, influencer marketing, and content within a startup environment with limited resources
- Self-learning. You are able to learn new tools quickly and work in a fast evolving environment
- AI learner. Passionate and can see the value of AI to modernize how we connect, engage and serve our customers
What the job involves
- As the first Digital Marketer at Opto Investments, you will play a central role in helping to shape and evolve our digital marketing strategy and online brand presence
- You will be the catalyst for ensuring that every digital touchpoint that a user encounters is thoughtful, deliberate and consistent with our brand
- Digital Strategy. Help lead and develop a digital marketing strategy to enhance brand visibility, attract fiduciaries’ and build confidence with HNW investors
- Growth marketing. Understand that we are here to build a business so you will need to develop and lead campaigns that ensures our digital strategy is driving meaningful outcomes aligned with our advisory services team
- Content Marketing. Create, optimize, and repackage digital content across our website, social media, 3rd party syndication network and email marketing to engage our target audience
- SEO and SEM: Lead the effort to improve our online presence through keyword research, on-page SEO, and management of paid advertising campaigns
- Social Media Management: Collaborate on managing and growing our social media presence, engaging with our audience, and creating impactful social media campaigns
- Digital journeys and email marketing. Plan and execute on email marketing and other touchpoints for campaigns, developing digital segments (email), and analyzing performance metrics. Ensure high email standards regarding IP and deliverability
- Paid media: develop targeting strategies through LI custom audiences and other platforms that elevates the brand and contributes to sales conversations
- Analytics and Reporting. Collaborate with the marketing team to monitor and analyze digital marketing performance using tools like Google Analytics, providing insights and recommendations
- Test and learn. Build pilots and programs to rapidly test hypotheses and report on learnings to the firm
- Community Building. Play a part in cultivating relationships with influencers in the private investment and wealth management space but also helping coordinate in person events on occasion as well
Our take
For investment advisors looking to put together strong portfolios for clients, private investments represent a vast and attractive section of the market. However, these assets remain underused, with advisors having on average only 0-4% of their wealth invested in them, due in part to restricted access and lack of appropriate resources. Opto Investments enables Registered Investment Advisors to “level up” their practices, by providing access and insight into the private investment market.
Traditionally, access to private investments has been restricted to those with large teams of specialists who are able to assess the market and fill out the too-often convoluted paperwork. Opto Investment supplies a platform which combines these processes, allowing RIAs to explore the private market landscape and turn insights into actionable investments. The process is managed from start to finish, incorporating client goals throughout, with the company leading advisors from sourcing and diligence to investor servicing and reporting.
Opto Investments has already partnered with over 80 Registered Investment Advisors, and it has raised huge amounts of funding. With recent new launches and strategic partnerships secured, Opto is ready to transform how advisors approach private investments.
Steph
Company Specialist at Welcome to the Jungle
Company
Funding (1 round)
Sep 2022
$145m
SERIES A
Total funding: $145m
Company benefits
- Health insurance: We are proud to cover the premium for you and your dependents' medical, dental, and vision insurance
- Unlimited PTO: Solving hard problems is hard work. We want to make sure that you take the time you need to recharge
- 401k plans: Invest in your future. We offer every full-time employee a 401k, with more investment perks coming soon
- Fitness stipend: A monthly fitness reimbursement for classes and memberships to ensure you're able to invest in your health
- Commuter benefits: Reimbursement for public transportation and parking to lessen the burden of office travel
- Parental leave: Generous paid leave gives parents the time and space they need to support their family as it grows
Company HQ
NoMad, New York, NY
Leadership
Ryan V.
(CEO)Joined Opto in 2022 as CEo. Prior to that, they worked in Finance at BlackRock, Quellos Group, and aQuantive.
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