Senior Partner Marketing Manager, Vestwell
$100-120k
Office located in Midtown Manhattan, NY
Digital recordkeeping platform for 401(k) plans
Job no longer available
Digital recordkeeping platform for 401(k) plans
201-500 employees
Job no longer available
$100-120k
Office located in Midtown Manhattan, NY
201-500 employees
Company mission
To make managing retirement investments cheaper, simpler and safer.
Role
Who you are
- An ideal candidate has relationship management expertise along with in-depth knowledge of the financial services market, including an understanding of the retirement plan space and financial advisors
- You should be detail-oriented, organized and capable of handling multiple projects at once
- Last, but certainly not least, you will embody an entrepreneurial spirit and be driven by the fast paced, challenging, and collaborative environment of a fast-growing start-up
- 5-7 years of experience in partner marketing, campaign marketing ideally in the financial services space
- Strong relationship-management skills with both external partners and internal stakeholders across multiple teams and workstreams
- Strong organization and project management skills and the ability to manage multiple partnerships and campaigns at once
- Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges daily with a bias for action
- Demonstrated leadership, initiative, and willingness to creatively solve problems
- Excellent verbal, written and presentation skills - you’ll be responsible for not only building excellent relationships with each of our external partners, but also regularly communicating results of our partnerships channel to internal stakeholders, including executives
- Proven success working and aligning with sales teams to drive pipeline and revenue
- Ability to collaborate as part of a cross-functional team and also work independently
- A deep understanding of the financial services industry (retirement plan market a plus!)
What the job involves
- The Marketing team at Vestwell is growing! We are looking for a proactive and strategic senior marketing manager to serve as the marketing point person for our financial institutions channel
- You will have the opportunity to work cross functionally to drive success for our partners who use Vestwell and build out our partner marketing strategy from onboarding to long-term customer success
- This role reports to our Senior Strategic Marketing Manager and will have a counterpart support person who leads our Payroll Provider channel
- You will work with both our natinal and regional partners, creating and implementing joint go-to-market marketing plans
- You will be comfortable talking to and building relationships with our existing partners, making data-informed decisions around how to optimize and grow current partnerships, and prioritizing new initiatives that help drive more revenue through thoughtful and well-executed campaigns
- You’ll thrive in a fast-paced environment and you’ll be passionate about using a mix of data and creativity to drive successful partnerships
- Develop, organize and execute the financial advisor partner marketing strategy
- Prioritize workflows with a focus on driving awareness, generating demand, and retaining/growing existing customers
- Evaluate existing performance metrics and tracking to ensure marketing programs meet objectives and enable evaluation of program performance
- Work with leadership to identify new high-leverage activities and opportunities for growth
- Build strong relationships with partners to effectively execute program launches, optimizations and develop future opportunities
- Create strong relationships with partners and the sales team in order to drive more partner sourced revenue
Application process
- It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests
- Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well
- Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process
Our take
The current landscape of 401(k) retirement plans is stagnant in comparison to the standards of financial software innovation. Vestwell offers a digital record-keeping platform that works directly with wealth management firms to help workplaces save money on their employee retirement plans. Vestwell does this by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution and benefit programs.
The startup faces competition from legacy players such as Boston-based Fidelity Investments who currently keep track of almost $2 trillion in assets in the industry. Furthermore, Empower also focuses on advisor-friendly and customized web tools and functionality, presenting further competition to Vestwell.
Despite this, Vestwell is uniquely positioned to disrupt the stagnant 401(k) system, a stance only strengthened by its substantial rounds of funding through the 2020s. This has been invested into expanding platform functionality and servicing for its partners and clients, releasing two new products in September 2022 - Vestwell Flex and a TPA portal. These additions will make Third Party Administration partnerships more efficient for Vestwell customers, streamlining the recordkeeping systems necessary for such actions. Continued product updates like these will help Vestwell keep pace with its substantial competition.
Steph
Company Specialist at Welcome to the Jungle
Insights
17% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Dec 2023
$125m
SERIES D
Jul 2021
$70m
SERIES C
Total funding: $237.5m
Company benefits
- We’re a growth stage startup with lots of exciting milestones ahead
- We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and an open vacation policy
- We have adopted a remote-hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them
- We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!
Company HQ
Garment District, New York, NY
Leadership
Aaron Schumm
(CEO)Studied Finance at GIES College of Business and then received an MBA from Duke. Head Equity Research at financial advisory firm Dillon Scott Securities, Product Manager at Fiserv, VP of Product Marketing at Citi.
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