Full-Time

Digital Marketing Specialist

Confirmed live in the last 24 hours

Vestmark

Vestmark

201-500 employees

Portfolio management and trading software solutions

Enterprise Software
Fintech
Financial Services

Mid

Wakefield, MA, USA

Hybrid position requiring in-office presence.

Category
General Marketing
Growth Marketing
Growth & Marketing
Required Skills
Lead Generation
Social Media
Hubspot
Canva
Salesforce
Data Analysis
Requirements
  • Bachelor’s degree in marketing, communications, or business.
  • 3+ years of marketing experience with strong knowledge of marketing operations, social media, email, and marketing automation platforms (preferably HubSpot).
  • Knowledge of working with B2B audiences preferred.
  • Skilled at writing on-brand social and ad copy that is up to date with industry trends and best practices, and an eye for detail and excellent proofreading abilities.
  • Strong organizational skills, work ethic, and attention to detail.
  • In-depth knowledge of various social platforms, with GA4 experience preferred.
  • Proficient in Microsoft Office.
  • Ability to project manage and handle multiple ongoing tasks with changing priorities.
  • Strong communication skills; able to respond and exchange ideas clearly and effectively through writing, speaking, and presentations; shares appropriate information to keep people informed.
  • Design experience with Canva and/or Adobe CC a plus.
Responsibilities
  • Work within our Marketing Automation Platform (HubSpot) and CRM (Salesforce) to monitor data quality and ensure success metrics are established and tracked correctly for all programs.
  • Work closely with the Digital Marketing Manager to build and test omni-channel campaigns through research, test execution, and competitor analysis, leveraging data analytics to enhance our digital presence and drive strategic market growth.
  • Pull, analyze, and report on marketing and business data to identify trends and patterns that reveal customer behavior and habits.
  • Coordinate, build, and manage email marketing campaigns in HubSpot – including content, message, segmentation, and analysis.
  • Help create nurtures and campaigns, from ideation to execution, that work to keep our target audience engaged and drive conversions.
  • Execute social media content strategy across multiple social channels. Write and edit social media post copy for Vestmark’s LinkedIn, X, and YouTube accounts.
  • Deliver and manage successful paid campaigns for social media platforms, specifically LinkedIn Campaign Manager.
  • Use social media skills to help provide insight into new ways of increasing engagement and followers, improving website traffic and delivering an extraordinary client experience.
  • Collaborate with Sales team and external vendors to manage the organization, logistics, and attendance of conferences/events.
  • Participate in paid digital marketing campaign development and implementation in support of lead/demand generation, acquisition, and awareness goals. Help to optimize targeting, ad copy, and content.
  • Stay current on digital marketing trends and platforms to take advantage of new opportunities.

Vestmark provides portfolio management and trading software tailored for the financial services industry. Its main product, the VestmarkONE platform, allows clients to manage personalized, multi-asset portfolios efficiently. The platform includes features for portfolio construction, trading, rebalancing, compliance, and risk management, all integrated to enhance operational efficiency. Unlike many competitors, Vestmark focuses on improving middle and back-office operations, enabling clients to concentrate on strategic goals and client interactions. The company's goal is to help financial institutions operate more effectively, ultimately driving growth and better outcomes for investors.

Company Stage

Seed

Total Funding

$39.2M

Headquarters

Wakefield, Massachusetts

Founded

2001

Growth & Insights
Headcount

6 month growth

1%

1 year growth

-2%

2 year growth

7%
Simplify Jobs

Simplify's Take

What believers are saying

  • Vestmark's strategic investments in companies like Oracle and Block indicate a forward-thinking approach and potential for high returns.
  • The partnership with PureFacts could significantly boost operational efficiency and client satisfaction, driving growth in the wealth management sector.
  • Vestmark's comprehensive platform allows financial institutions to focus more on strategic goals and client-facing activities, potentially leading to higher client retention and satisfaction.

What critics are saying

  • The financial technology space is highly competitive, and Vestmark must continuously innovate to maintain its market position.
  • Integrating new features and partnerships, such as with PureFacts, could pose operational challenges and require significant resources.

What makes Vestmark unique

  • Vestmark's VestmarkONE platform integrates a wide range of portfolio management functions, from trading to compliance, offering a comprehensive solution that many competitors lack.
  • The company's SaaS model ensures continuous updates and improvements, providing clients with cutting-edge technology without the need for significant upfront investments.
  • Vestmark's recent partnership with PureFacts enhances its billing capabilities, making it a more attractive option for wealth management firms looking for end-to-end solutions.

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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.