The opportunity
Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades.
What you'll do
Net-new prospect funnel: Personally build and run outbound marketing—including LinkedIn, email, and outreach—to reach a high-net-worth and mass-affluent audience outside our current customer base.
Conversion path orchestration: Own both the free expert consultation and self-serve signup paths. Partner with product to lead qualification and routing to expert calendars, nurture no-shows and not-yet-ready leads, and test outreach channels.
Channel orchestration via central marketing and Concierge: Set the strategy and brief execution for paid, brand creative, events, and owned/lifecycle channels through the central marketing and Concierge teams.
Marketing stack build-out: Implement the marketing technology required to run marketing for this audience, integrating with a CRM (e.g., Salesforce).
Launch readiness: Drive marketing execution against a confidential internal timeline.
GTM partnership across departments: Partner with central marketing, Concierge, growth, product, and legal/compliance as strategy and budget finalize—understanding project timelines and key marketing outputs, triaging problems in real time, and advocating for the prospective client's needs.
What they're looking for
- Unit-economics ownership: Build and iterate marketing attribution and efficiency, with a primary focus on net-new client acquisition costs relative to lifetime value (CAC:LTV).
