Vestwell

There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it’s imperative that every worker has access to and participates in their company’s savings program, such as a 401(k) or 403(b). We believe that American workers should have easy access to an inexpensive, flexible, and intuitive solution to save for a brighter future.

Unfortunately, prior to Vestwell, small businesses have been neglected and underserved, with expensive, inflexible, poorly designed offerings built on old, mainframe software. Vestwell is changing that, starting with rebuilding the core infrastructure for the modern era.

Vestwell’s north star is to be the engine behind a $30T industry, powering all payroll-deducted workplace savings programs for small-to-midsize businesses, such as 401(k), 403(b), IRA, emergency savings accounts (ESA), health savings accounts (HSA), 529 college savings, and alike.

Vestwell’s focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of their financial services partners with the help of payroll provider partners. The team at Vestwell makes the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.

As a result, workplace providers are able to bestow the advice and solution employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution designed for their needs without all the headaches, and employees get a user-friendly portal that helps them achieve their long-term saving goals.

WHY VESTWELL?

With backing from leading FinTech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-year old industry. Our team believes in the mission we’ve set out to achieve and we are working hard to get there. We’re ambitious, honest, thoughtful, and fun.

WHO ARE WE LOOKING FOR?

The Marketing team at Vestwell is growing! We are looking for a proactive and strategic Partner 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 Growth Marketing Director and will have a counterpart support person who leads our Payroll Provider channel.

An ideal candidate has in-depth knowledge of the financial services market, including an understanding of the retirement plan space and financial advisors. You will work with both our national 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. 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

WHAT WILL YOU BE DOING?

• 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.

REQUIREMENTS

The Necessities

• 3-5 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!).

The Extras

• A deep understanding of the financial industry & financial service technologies
• Understanding and knowledge of retirement programs, state-administered Auto-IRA programs or experience working with other state savings programs

The expected salary range for this position is $95K – $105K. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.