Senior Manager - Director of Demand Generation

February 1

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Wealth

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Wealth is the leading tech-based estate planning solution designed specifically for financial advisors. The platform provides an end-to-end solution for estate planning, allowing advisors to visualize the entire planning process through intuitive visualizations and insightful suggestions. Wealth combines cutting-edge technology, artificial intelligence, and human expertise to offer personalized and scalable estate planning services. It covers all U. S. jurisdictions and provides secure document storage and management. Wealth also facilitates client relationships by simplifying complex estate planning tasks, ultimately enriching the wealth management industry.

11 - 50 employees

💸 Finance

💳 Fintech

☁️ SaaS

📋 Description

• Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. • By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. • Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth. • A key reason behind our position as the #1 estate planning platform is our team. • Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. • Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators! • We are seeking an experienced Senior Manager/Director of Demand Generation to lead the development and execution of impactful demand-generation strategies. • You will be responsible for shaping the overall strategy for performance marketing initiatives across both digital and non-digital channels, driving marketing-led growth, and designing programs to fill the sales pipeline. • Key success metrics include lead volume, customer acquisition cost (CAC), and revenue growth. • The ideal candidate will have deep expertise in B2B marketing, SEO, and a proven track record in the wealth management or fintech industry.

🎯 Requirements

• Bachelor’s degree in a marketing- or business-related field • 5-10 years of experience in demand generation with B2B SaaS organizations • Master at developing, executing, and measuring innovative and results-focused demand programs and campaigns • Demonstrated analytical ability, specifically around program measurement and ROI, and program execution skills • Proven experience in managing the creation of marketing materials. • Experience influencing and communicating product offers to customers, prospects, and sales professionals • Strong project management skills and experience with superb attention to detail. • Knowledge and hands-on experience with popular CMS, marketing automation and sales automation systems, particularly HubSpot and Salesforce.com. • Significant track record of achievement and success within the targeted field of expertise • Ability to work in a dynamic fast paced organization, build internal and external relationships to gain and share information and insight • Good organizational skills and strong presentation skills • Results oriented, self motivated with proven ability to meet objective & targets in fast growing organizations

🏖️ Benefits

• Competitive Salary. • 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. • Free estate planning!