Full-Time

VP – Head of Marketing

Posted on 4/23/2024

Vestmark

Vestmark

201-500 employees

Wealth management technology and solutions

Fintech

Senior, Expert

Wakefield, MA, USA

Required Skills
Sales
Management
Hubspot
SEO
Salesforce
Marketing
Requirements
  • 10+ years of experience in marketing management roles
  • 10+ years managing a highly skilled marketing team
  • Broad knowledge of Investment Management marketplace
  • Must be familiar with all aspects of Advertising, Event planning and management, digital marketing, including SEO/SEM and social media marketing
  • Deep understanding of B2B sales process and an ability to bring practical marketing solutions to the sales team
  • Strong communication skills
  • Strong influence skills
  • Working knowledge of marketing automation software such as Hubspot, Salesforce, and other marketing technologies preferred
  • MBA preferred
Responsibilities
  • Manage Digital Marketing and Design/Creative staff
  • Develop and manage annual marketing plan and budget
  • Manage to MBOs in terms of new marketing qualified leads generated, new business closed, etc.
  • Oversee strategic planning, tactical execution and assigned resources for all elements of marketing plan
  • Manage relationship with PR firm and participate in development of media plans
  • Coordinate activity with external experts
  • Hire and manage outside content agencies to ensure quality of all thought leadership, product and campaign content
  • Act as Editor in Chief on all content and ensure internal expert approval and review
  • Own the compliance review process for technology and advisory content and ensure procedures are documented and followed by the team
  • Lead brand messaging efforts and maintain consistent branding across all marketing assets
  • Act as internal brand ambassador
  • Determine conference and trade show presence
  • Oversee Booth management, maintenance, delivery, creative and messaging
  • Manage Advertising and Ad booking and placement with industry trade publications

Vestmark offers personalized wealth management solutions at scale, supporting over $1.5 trillion in assets and 5.5 million accounts for financial institutions and their advisors. Their innovative technology platform enables efficient management of customized client portfolios, utilizing methods such as portfolio management solutions and outsourced services.

Company Stage

Series B

Total Funding

$45.7M

Headquarters

Wakefield, Massachusetts

Founded

2001

Growth & Insights
Headcount

6 month growth

-4%

1 year growth

-1%

2 year growth

1%

Benefits

Medical, Dental, and Vision - Vestmark pays 90% of our employees’ medical and dental coverage which are administered through Blue Cross Blue Shield (BCBS) along with Eyemed for vision.

Vestmark 100% Paid Benefits - Vestmark is proud to offer maternity and parental leave, Life, Short-Term and Long Term Disability Benefits at no cost to the employee, and Employee Assistance Program and work-life benefits.

Generous PTO - Vestmark employees receive between 15 and 25 days per year of paid time off based on years of service in addition to receiving 10 days per year of paid sick leave.

Diversity - At Vestmark, we strive to create an inclusive workplace that fosters, embraces and celebrates diversity and fairness. We continue to build a comprehensive culture where all employees are Welcomed, Valued, Respected and Heard.

Flexible Spending Account (FSA) - Vestmark employees can contribute annually to health care and dependent care FSAs and participate in our employer-matched HSA program.

401(k) with Employer Matching - Vestmark will match the employee’s 401(k) and ROTH contribution up to 50% of the first 8% per pay period with a two-year vesting component.

Company Equity - Vestmark also offers additional compensation in the form of Restricted Stock Units (RSUs). Our RSUs are issued through a vesting and distribution schedule after achieving required milestones.

Match Charitable Contributions - Vestmark is very proud of our Charitable Giving Program. We will match up to $250 annually to an approved charity of our employee's choice.

Stay Fit - Exercise your mind and your body with our on-site gym located at our Wakefield, MA headquarters. If you can't take advantage of our corporate gym, our Blue Cross Blue Shield plan offers fitness reimbursement.

Pet Insurance - Employees may choose to enroll in pet insurance at a discounted rate.