Senior Partner Marketing Manager, Vestwell
$90-100k
Salary applicable to New York only
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
$90-100k
Salary applicable to New York only
201-500 employees
Company mission
To make managing retirement investments cheaper, simpler and safer.
Role
Who you are
- 5-7 years of experience in partner marketing, campaign marketing idealling 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
- We are on the hunt for an incredibly talented Partner Marketing Manager on our Vestwell Workplace Savings (VWS) team
- Primarily focused on our financial advisor channel, you will have the opportunity to help build out our partner marketing strategy. This role reports to the SVP, Head of Marketing
- You will work with both our national and regional partners, creating and implementing joint go-to-market marketing plans
- Ou 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
- Develop, organize and execute the financial advisor partner marketing strategy
- Prioritize workflows with a focus on driving awareness, generating demand, acquiring new leads, 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
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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