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

• We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.