Vestwell is the modern fintech engine powering savings and investment programs for small businesses and individuals.
Financial Services • 401(k) • 403(b) • IRA rollovers • Retirement Planning
May 23
🏢 In-office - Manhattan
Vestwell is the modern fintech engine powering savings and investment programs for small businesses and individuals.
Financial Services • 401(k) • 403(b) • IRA rollovers • Retirement Planning
• Develop, organize and execute the financial advisor partner marketing strategy • Prioritize workflows to drive awareness, demand, and customer growth • Evaluate performance metrics and track marketing programs • Identify new growth opportunities • Build strong relationships with partners • Collaborate with partners and sales team to drive revenue
• 3-5 years of experience in partner marketing, campaign marketing ideally in the financial services space • Strong relationship-management skills with both external partners and internal stakeholders • Strong organization and project management skills • Proven ability to prioritize multiple projects and tasks • Demonstrated leadership, initiative, and problem-solving skills • Excellent communication and presentation skills • Proven success working with sales teams
• Competitive health coverage • Open vacation policy • Remote-hybrid office policy • All equipment provided for effective remote work • Great 401(k) plan
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