Responsibilities

• Lead the development and execution of innovative marketing strategies to deepen relationships with existing clients for our online investing platform.
• Collaborate cross-functionally with product, analytics, finance, and creative teams to drive strategic initiatives.
• Tackle business problems, formulate hypotheses, and design rigorous test-and-learn roadmaps.
• Champion seamless and consistent customer experiences across channels.
• Build business cases and secure funding for growth programs.
• Analyze customer behaviors, market trends, and program performance to identify new opportunities.
• Develop and deliver executive-level presentations that distill complex analyses into clear, actionable recommendations.
• Present key findings and strategic updates to senior management and stakeholders.

Requirements

• 7+ years of experience in strategy, consulting, or digital marketing.
• Bachelor’s degree required.
• Strong analytical, planning, and project management skills; comfortable managing multiple initiatives simultaneously.
• Highly proficient in Microsoft Excel and PowerPoint, with demonstrated ability to create impactful presentations for senior audiences.
• Excels at managing multiple initiatives simultaneously within tight deadlines.
• Skilled and comfortable working in a highly matrixed organization.
• Excellent written and verbal presentation skills.

Preferred

• MBA or advanced degree preferred.
• Financial services industry experience is a plus

Benefits

• comprehensive health care coverage
• on-site health and wellness centers
• retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching