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Full-Time

Performance Marketing Analytics Manager

Posted on 7/29/2024

Vestwell

Vestwell

201-500 employees

Digital platform for modern retirement plans

Fintech
Financial Services

Compensation Overview

$95k - $105kAnnually

Mid, Senior

New York, NY, USA

Remote-hybrid office policy; employees are welcome in the office in midtown Manhattan.

Category
Growth Marketing
Growth & Marketing
Required Skills
Sales
Lead Generation
Marketing
Data Analysis
Google Analytics
Requirements
  • 3-5+ years’ experience in performance marketing analytics or a similar role, preferably within the financial or technology industry.
  • Proficiency in data analysis tools such as Google Analytics or similar platforms.
  • Strong analytical skills with the ability to interpret complex data sets and draw actionable insights.
  • Experience in developing and implementing comprehensive dashboards to monitor marketing funnel performance.
  • Excellent communication skills with the ability to collaborate effectively across marketing, finance, and sales teams.
  • Demonstrated ability to generate reports and track progress against key marketing initiatives.
  • Detail-oriented with a strong focus on accuracy and quality of work.
Responsibilities
  • Develop and implement comprehensive dashboards to monitor the entire marketing funnel, from lead generation to opportunity close.
  • Support marketing teams by generating reports and tracking progress against key initiatives such as advisor re-engagement and saver participation rates.
  • Collaborate closely with the marketing team to establish cohesive dashboards and reporting mechanisms for channels and messaging strategies.
  • Set up a feedback loop to share how various messaging and channels perform, used to inform marketing decisions.
  • Oversee the development and monitoring of new landing pages, ensuring they align with our marketing objectives.
  • Identify and select appropriate platforms to track marketing performance.

Vestwell modernizes retirement plans for businesses and their employees through a digital platform that simplifies plan management. Employers benefit from fast onboarding, vendor oversight, and fiduciary investment management services, which reduce administrative burdens and liability. Employees can customize their investment options and easily monitor their plans using a user-friendly interface. Vestwell's integrated approach offers transparent pricing and aims to transform the retirement planning process by leveraging technology.

Company Stage

Series D

Total Funding

$289.9M

Headquarters

New York City, New York

Founded

2016

Growth & Insights
Headcount

6 month growth

17%

1 year growth

34%

2 year growth

70%
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Simplify's Take

What believers are saying

  • The recent $125 million Series D funding round, led by Lightspeed, provides significant capital for expansion and innovation.
  • Vestwell's collaboration with Netchex and Alera Group demonstrates its ability to form strategic partnerships that can drive growth and market penetration.
  • The platform's user-friendly interface and customizable investment options make it attractive to a wide range of clients, from small businesses to large enterprises.

What critics are saying

  • The competitive landscape in fintech and retirement planning is intense, with numerous players vying for market share.
  • Regulatory changes in the financial services industry could impact Vestwell's operations and require costly adjustments.

What makes Vestwell unique

  • Vestwell's focus on modernizing retirement plans through a comprehensive digital platform sets it apart from traditional financial service providers.
  • The company's integrated approach, offering everything from onboarding to compliance under one roof, simplifies the retirement planning process for both employers and employees.
  • Partnerships with companies like Netchex and Alera Group enhance Vestwell's reach and credibility in the market.
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