Director of Brand Marketing, Vestwell
$130-150k
+ This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company
4 days a week in office (Manhattan, NY)
Digital recordkeeping platform for 401(k) plans
Posted today
Digital recordkeeping platform for 401(k) plans
201-500 employees
Posted today
$130-150k
+ This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company
4 days a week in office (Manhattan, NY)
201-500 employees
Company mission
To make managing retirement investments cheaper, simpler and safer.
Role
Who you are
- 7-10+ years’ experience and proven track record of success in brand management, marketing, or related roles, preferably in the fintech or financial services industry
- Strong strategic thinking and analytical skills, with the ability to translate business objectives into actionable brand strategies and initiatives
- Self-starter who can operate well in a collaborative team environment and adapt effectively to changing business priorities/strategies
- Excellent verbal and written communication and presentation skills
- Expertise in, and hands-on experience with, corporate branding positioning, brand messaging and marketing communications with the ability to drive, implement, and operationalize the brand strategy in a matrixed, consensus-driven environment
- Strong understanding of marketing campaigns, editorial content, and analytics and how they work together to inform decisions that affect the brand
- Excellent leadership and communication skills, with the ability to inspire and influence cross-functional teams and stakeholders
- Creative thinker with a passion for innovation and a keen eye for design and visual aesthetics
- Demonstrated ability to drive results, meet deadlines, and manage multiple projects in a fast-paced, dynamic environment
- The right candidate will have a track record of strong brand-building through meaningful storytelling, groundbreaking campaigns, and effective marketing
What the job involves
- The Marketing team at Vestwell is growing! We are looking for a creative and strategic Director of Brand Marketing to take the company into the next phase of growth
- This position will play a pivotal role in shaping our brand identity, driving awareness, and driving loyalty among our clients and partners. The ideal candidate gets wildly excited about brand and messaging frameworks, naming principles, color palettes, and tone of voice guidelines
- This position is accountable for brand performance, increasing awareness, and for aligning brand growth objectives with broader company objectives
- This role will be responsible for clearly differentiating the brand from its competitors, and driving desirability through creative storytelling, brand visuals, activations, and partnerships
- Reporting to the SVP, Head of Marketing, you will be partnering closely with contractors, agencies and the entire marketing team to help us shape our company’s narrative and ensure we fulfill our company mission of closing the savings gap. This position will be based in New York, New York
- Brand Strategy & Category Leadership:
- Own and evolve Vestwell’s brand platform, including naming conventions, messaging architecture, visual identity, tone of voice, and narrative frameworks across lines of business
- Build a Brand strategy that differentiates Vestwell from competitors and positions the brand as the leader in workplace and public savings innovation
- Content Strategy & Owned Platforms:
- Architect and manage the strategy for Vestwell’s owned content ecosystem—including newsletters, event series, blog, and social content platforms
- Lead the editorial strategy and oversee execution of search-optimized, insight-driven content that grows organic traffic and nurtures engagement across the funnel
- Collaborate cross-functionally to build always-on storytelling engines that reinforce brand pillars and product benefits
- Campaigns & Brand Activation:
- Lead the planning and execution of integrated brand campaigns across digital, social, paid, and earned channels—with a sharp focus on performance and impact
- Build and scale brand moments that build equity and drive pipeline, from sponsorships and influencer content to large-scale thought leadership campaigns
- Partner with Comms, Product Marketing, Growth, and Channel teams to ensure message alignment and amplification
- Performance & Team Leadership:
- Set clear goals, KPIs, and feedback loops to measure brand performance across awareness, consideration, engagement, and organic visibility
- Lead, grow, and inspire a high-performing brand and content team—including internal resources and external creative partners
- Manage brand budget and resource allocation across programs, freelancers, and campaigns
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
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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