Responsibilities

• Own the Advisor360° brand, positioning, and go-to-market strategy across the wealth management ecosystem, ensuring consistent, differentiated messaging in a competitive fintech landscape.
• Partner closely with Sales, Product & Engineering, and Client Success leadership to align marketing programs with revenue targets and the product roadmap.
• Build, lead, and scale a high-performing marketing organization spanning brand, product marketing, demand generation, content, and PR/events.
• Drive category leadership and thought leadership initiatives that position Advisor360° as the technology partner of choice for broker-dealers and RIAs.
• Develop and manage the marketing budget, allocating resources across channels to maximize pipeline impact and return on investment.
• Architect an AI-native marketing function from the ground up—one where AI is the operating system for growth, not a bolt-on tool. Identify, integrate, and operationalize AI across the full marketing lifecycle, from lead scoring and audience segmentation to content generation, personalization, and campaign optimization.
• Partner with data and growth teams to translate predictive models and enrichment data into sharp creative briefs and brand narratives—ensuring storytelling and precision targeting move as one system, not two.
• Champion experimentation as a core discipline (rapid test-and-learn cycles, not annual campaign planning), driving continuous improvement in CAC, pipeline velocity, and marketing ROI.
• Oversee corporate communications, PR, and analyst relations to strengthen Advisor360°'s standing and visibility in the wealthtech space.
• Champion customer and market research to inform product strategy, messaging, and competitive positioning.

Requirements

• 12+ years of progressive marketing leadership experience, including at least 5 years in a CMO or senior marketing executive role, ideally within fintech, wealthtech, or B2B SaaS.
• A proven track record of building and scaling marketing functions that drive measurable pipeline and revenue growth.
• Deep understanding of the wealth management, RIA, or broker-dealer ecosystem strongly preferred.
• Experience developing and executing integrated marketing strategies spanning brand, product marketing, demand generation, content, and corporate communications.
• Strong executive presence with the ability to partner effectively with Sales, Product, and the CEO/ELT.
• A data-driven approach to marketing, with experience building and reporting on KPIs tied to pipeline and revenue outcomes.
• Proven experience building or scaling an AI-native marketing function—hands-on familiarity with AI-powered martech (generative AI for content and personalization, predictive lead scoring, marketing automation) and comfort partnering closely with data science/growth teams to operationalize it.
• A builder's mindset: you see growth and brand as an engineered system, not a series of campaigns—and you know how to lead a team of brand marketers, designers, and storytellers within that system.
• Experience building, developing, and leading high-performing marketing teams.
• Excellent storytelling, written, and verbal communication skills.

Benefits

• competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company.
• comprehensive health benefits, including dental, life, and disability insurance.
• unlimited paid time off program