Marketing Manager
We're Hiring: Marketing Manager - Lending & Cash Management (Fintech/Wealth)
Are you a strategic, data-driven marketer with a passion for financial services and fintech innovation? We're looking for a Marketing Manager to lead high-impact initiatives across lending and cash management solutions designed for the wealth management and advisory space.
This role is ideal for someone who thrives in a fast-paced, collaborative environment and enjoys building programs from the ground up. You'll be responsible for launching a mortgage platform, activating large accounts, and driving engagement through account-based marketing (ABM) strategies. From messaging and content to digital campaigns, webinars, and event support, you'll own the full lifecycle of marketing programs that deliver measurable impact.
You'll work cross-functionally with Sales, Product, etc to ensure alignment with business goals and regulatory standards. Your work will directly influence how advisors and wealth firms engage with lending and cash solutions, helping them better serve their clients.
What You'll Do:
- Lead marketing for a new lending solution from strategy to launch and beyond
- Develop ABM programs targeting RIAs, broker-dealers, and wealth firms
- Create web pages, fact sheets, emails, and thought leadership content
What We're Looking For:
- 7+ years in financial services marketing (mortgage, lending, or wealthtech preferred)
- Proven success in ABM and large account activation
- Experience working with financial advisors or wealth management firms
- Familiarity with CRM and marketing automation tools (HubSpot a plus)
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