Head of Marketing, Wealth.com
$145-185k
+Company equity
Best-in-class estate planning technology
Be an early applicant
Best-in-class estate planning technology
101-200 employees
Be an early applicant
$145-185k
+Company equity
101-200 employees
Company mission
To revolutionize estate planning by using AI-powered solutions to help financial advisors, benefits departments, and individuals.
Role
Who you are
- Bachelor’s degree in Marketing, Business, or related field
- 8+ years of experience in marketing, with a proven track record in leadership roles
- Experience working in the Wealth Management industry with a deep understanding of financial products, services and key stakeholders (MANDATORY)
- B2B2C marketing experience
- Expertise in digital marketing, brand strategy, and campaign management
- Strong analytical, problem-solving, and decision-making skills
- Excellent interpersonal and communication abilities
- Ability to work effectively in a fast-paced, start-up/dynamic environment
- Leadership: Proven ability to inspire, motivate, and guide a diverse team
- Strategic Thinking: Ability to develop long-term, scalable marketing strategies
- Analytical Mindset: Skilled in interpreting data and translating insights into action
- Creativity: Capable of creating innovative marketing campaigns
- Communication: Strong written and verbal communication skills
What the job involves
- The Head of Marketing will lead the marketing department, creating strategies that drive growth, brand recognition, and customer engagement. This leader will oversee all marketing initiatives, from brand development to campaign execution, to ensure alignment with the company’s vision and business goals
- Develop and execute a comprehensive marketing strategy that aligns with company objectives
- Drive brand positioning and ensure consistent messaging across all platforms
- Identify new market opportunities and assess competition
- Lead, mentor, and develop the marketing team, fostering a collaborative and high-performance culture
- Set clear performance targets and guide the team in meeting goals
- Collaborate with sales, product, and other departments to ensure cohesive marketing efforts
- Oversee branding initiatives to strengthen brand identity and increase market share
- Manage brand reputation through public relations, social media, and content strategy
- Track customer insights to refine brand positioning and messaging
- Oversee all company events, from tradeshows to conferences
- Ensure each event is executed creatively aligning with brand values and creating memorable experiences for our advisors and key stakeholders
- Develop multi-channel marketing campaigns to drive lead generation, conversions, and customer retention
- Oversee digital, content, email, SEO, and social media strategies
- Optimize campaign performance through analytics and KPIs
- Create and manage the marketing budget, ensuring efficient use of resources
- Assess the ROI of marketing initiatives and adjust strategies as needed
- Negotiate with external agencies and vendors for marketing services
- Analyze market trends and customer data to refine marketing strategies
- Monitor competitor activities and adjust marketing tactics accordingly
- Report on key metrics to the executive team, providing insights for data-driven decisions
Our take
50% of personal wealth in the US will change hands in the next two decades, inciting a need for estate planning solutions that are efficient, insightful and help grow the pre-existing pots. Wealth.com aids this transfer through its estate planning platform for financial institutions and their clients.
Wealth.com’s platform leverages next-gen technology infused with AI to help the financial planning of personal estates. Differentiating it from the crowded wealth planning market is the company’s balance of machine learning technology and a human touch, rendering it one of the only tech-led, end to-end platforms built specifically for financial institutions.
Balancing fintech fluency and boutique estate planning, Wealth.com has attracted the eye of investors. Its latest and substantial funding round will fuel growth and product development, positioning the company to continue its path of success.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
Company
Funding (2 rounds)
Sep 2024
$30m
SERIES A
Mar 2022
$16m
SEED
Total funding: $46m
Company benefits
- Fully remote, flexible work environment (we do however meet together in person several times a year)
- Full medical and dental benefits
- Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
- Paid Parental Leave
- Company equity managed through Carta
- 401k with Match and 100% vesting upon hire
Company values
- Inspired to innovate - We’re inspired to build innovative products to make a difference in people’s lives. We believe in the power of curiosity and technology to achieve our mission
- Seek progress not perfection - We don’t let perfect be the enemy of good. We zag forward when presented with obstacles and find creative solutions to problems
- Compassionate honesty - We put the skunk on the table. We are direct and honest while being caring and supportive—we push each other without stepping over one another
- Accountability matters - We think like owners and take responsibility for our actions. Mistakes are OK but we pivot and move forward
- We win together - Our success comes from celebrating each person’s individuality while learning from our diverse backgrounds and experiences
Company HQ
Camelback East Village, Phoenix, AZ
Articles
Leadership
Rafael Loureiro
(CEO)Official Member of the Forbes Finance Council. Previoulsy CTO at LexisNexis Risk Solutions and Emailage Corp, and CRM at Avanade.
Rei Carvalho
(Co-Founder & Executive Chair)Previously Managing Partner at Bela Juju Ventures and CEO at Emailage. Was also CTO at Phoenix Kiosk and Secure Medical.
Tim White
(Co-Founder & Chief Growth Officer)Previously Chief Partnership Officer at Emailage, Business Development Executive at CrossChx and GlobalMed Telemedicine, and a Sales Operations Manager at Outreach International.
Danny Lohrfink
(Co-Founder & CPO)Executive Board Member on the Fast Company Executive Board. Was Business Lead at SoFi and VP of Private Wealth Management (Americas COO Team) at Goldman Sachs.
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