Account Based Marketing Manager, Altruist
$124-170k
+ Equity in the form of Stock Options
3 days a week in office (Culver City, CA)
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
Be an early applicant
$124-170k
+ Equity in the form of Stock Options
3 days a week in office (Culver City, CA)
501-1000 employees
Company mission
To make financial advice better, more affordable, and more accessible.
Role
Who you are
- If you’re passionate about challenging the status quo and making a meaningful impact in the financial advice industry, we’d love to meet you!
- 7+ years of B2B marketing experience, with at least 3 years dedicated to ABX programs
- Proven success in implementing and scaling ABM strategies in a SaaS environment, preferably within fintech or a related industry
- Strong understanding of sales and marketing alignment principles and experience working closely with sales teams to achieve shared goals. Sales enablement experience is a plus
- Exceptional analytical skills with a data-driven mindset and experience measuring ABX performance and ROI
- Education - Ideally looking for a B.A. / B.S. degree in relevant fields such as marketing, business, or a related field
- Technical aptitude - You’re technologically savvy and have deep knowledge of ABM tools and platforms (e.g., 6sense, Demandbase, Terminus, HubSpot, Salesforce)
- 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 in the midst of an exceptional growth phase and we’re excited to hire an Account Based Marketing Manager to join our growing marketing team and lead the design and execution of our ABX strategy
- This cross-functional role will be instrumental in developing a comprehensive ABX playbook with orchestrated plays executed across GTM teams that resonate with high-value accounts, driving deeper engagement, accelerating pipeline, and increasing revenue
- Design a comprehensive ABX strategy that aligns with the company’s revenue goals and target account segments
- Define key performance indicators (KPIs) and success metrics for ABX initiatives
- Partner with sales, operations, and analytics teams to identify and prioritize high-value target accounts based on data, product-market fit, and revenue potential
- Segment accounts and develop tailored strategies for different tiers (e.g., one-to-one, one-to-few, one-to-many)
- Work closely with cross-channel marketing partners to create and execute highly personalized, multi-channel campaigns, including email, direct mail, digital ads, events, and content
- Develop compelling messaging and assets tailored to the unique needs and challenges of key segments, personas, and accounts
- Collaborate closely with the sales team to ensure ABX initiatives are aligned with account planning and sales strategies
- Work closely with sales enablement to create materials, including account insights, messaging frameworks, and playbooks
- Leverage ABX tools and platforms to orchestrate campaigns, track engagement, and measure impact
- Ensure accurate reporting and data hygiene in marketing and CRM systems
- Monitor the performance of ABX initiatives, analyze campaign data, and provide actionable insights for continuous improvement
- Present regular updates to key stakeholders, showcasing ROI and impact on pipeline and revenue
- Stay up to date with industry trends and emerging ABX techniques
- Establish and document ABX best practices, processes, and frameworks to scale the program effectively
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
67% employee growth in 12 months
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 values
- First and foremost we believe in treating everyone with kindness, respect, and equality
- Brilliance at Altruist means constantly striving to better your craft with a growth mindset, always learning
- Lastly, we have grit—a bias toward action and an insatiable appetite for getting things done to bring us closer to delivering on our mission
Company HQ
McManus, Culver City, CA
Articles
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.
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