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Ycharts

Investment research platform with screening tools

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Growth MarketingUpdated on Nov 14
Full-timeChicago, IL, USA$150k - $185k

About the Job

Requirements

  • At least 8 years of digital or growth marketing experience in high-growth B2B SaaS, ideally fintech or financial services, including at least 3 years leading SEO and paid programs against a traffic or pipeline target.
  • A proven record of building and scaling an inbound program, with quantifiable growth in traffic, leads, and pipeline.
  • Deep technical and content SEO expertise, and a working point of view on how AI answer engines select and cite sources and how to measure visibility in them.
  • Strong technical fluency to review audits and Search Console data and write clear requirements for engineers and developers; hands-on coding is not required.
  • Experience directing agencies and external partners, including paid media across Google Ads and LinkedIn, with accountability for budget and lead quality.
  • Working experience with HubSpot, WordPress, GA4, Search Console, and an SEO platform such as Semrush, Ahrefs, or Conductor.
  • Comfort moving between strategy and execution, with the ability to ship quickly and build scalable systems.
  • A bachelor's degree in Marketing, Business, Communications, or a related field, or equivalent experience.

Responsibilities

  • Own the inbound marketing strategy and top-of-funnel number, covering organic, AI-search, and paid traffic and the volume and quality of inbound MQLs, measured against a channel forecast shared with Sales.
  • Set search and answer engine optimization strategy so YCharts ranks for priority topics and is cited in AI-generated answers when advisors research.
  • Align with Content team priorities, including topic clusters, target questions, briefs, and refresh opportunities, and measure which content earns rankings, AI citations, and conversions.
  • Lead funnel strategy from first visit to demo or free trial across WordPress and HubSpot landing pages, and develop a disciplined testing program to optimize conversion to demo.
  • Direct the agency's strategy, budget allocation, and test plans across paid search, social, and display, holding the program accountable for lead quality and demo conversion rather than clicks or volume.
  • Partner with Growth Marketing, Marketing Operations, and Sales leadership on MQL criteria, routing, and feedback loops so inbound leads convert to demos. Support Demand Generation's account-targeted programs with paid media and site capabilities.
  • Define inbound KPIs and an operating rhythm, with reporting built alongside Marketing Operations on the company's shared attribution model.

Desired Qualifications

  • Fintech or financial services experience is ideal.

About the Company

Ycharts

Investment research platform with screening tools

YCharts provides a data-driven investment research platform for financial professionals, including financial advisors and asset managers who oversee large client portfolios. It offers tools to screen and compare securities, visualize data for securities and portfolios, and analyze economic trends, helping users generate investment ideas and create marketing materials for clients. The platform supports building and communicating investment conclusions through customizable charts, dashboards, and reports, all delivered via subscription plans. YCharts stands out by focusing on integrated data visualization and client-facing materials to support decision-making and communication, rather than offering only basic data or isolated research features. Its goal is to help professionals make better investment decisions, assemble well-supported portfolios, and share insights with clients and peers to grow their practice.

Company size
51-200
Company stage
Series C
Total funding
$15.7M
Headquarters
Chicago, IL
Founded
2009

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