Field Marketing Manager, Vise
$140-190k
+ Equity
3 days a week in office
AI-driven asset management platform
Job no longer available
AI-driven asset management platform
21-100 employees
Job no longer available
$140-190k
+ Equity
3 days a week in office
21-100 employees
Company mission
To close the financial access gap, empowering people to create customized, precise investment strategies that help them reach their goals.
Role
Who you are
- Minimum of 6+ years of experience in B2B field marketing with an emphasis on demand generation and event (live and virtual) marketing
- Experience in B2B/fintech and hyper growth environments a strong plus
- Ability to strategically partner with Sales to plan and execute programs including disciplined lead follow up
- Proven track record of crafting messaging and programs that drives results
- Expertise in, or ability to quickly learn tools such as Marketo and Salesforce
- Ability to think strategically AND roll up your sleeves to get things done
- Highly results-oriented and can deliver on executional excellence
- Ability to problem-solve: adept at identifying challenges and driving opportunities entirely self-sufficiently, turning potential obstacles into marketing gold
- Optimistic and deeply curious: maintains a positive attitude, embraces new ideas and trends, and constantly seeks out opportunities to learn and grow professionally
- Exceptional problem-solving abilities and a great listener: possesses the analytical skills to address marketing challenges and the interpersonal skills to understand and incorporate input from colleagues and stakeholders
- Adaptable and flexible: able to thrive in a fast-paced environment, adjust priorities as needed, and pivot marketing strategies in response to changing circumstances
- Creative and innovative: brings fresh ideas to the table, thinks outside the box, and isn't afraid to push boundaries in pursuit of marketing breakthroughs
- Detail-oriented and organized: meticulous in planning and executing marketing campaigns, ensuring that every element is in place and aligned with the overall strategy
- Resilient and tenacious: able to bounce back from setbacks, learn from mistakes, and persist in the face of challenges
- Excellent time management skills: balances multiple projects and deadlines, effectively prioritizes tasks, and stays focused and productive under pressure
- The ideal candidate will have 5-7 years of prior marketing experience and a strong understanding of the financial industry
- If you’re a passionate marketer who enjoys taking technical, complex ideas and translating them into something that deeply reverberates and resonates with our clients, you’ll love this role
What the job involves
- We are looking for someone who can dive deep into understanding financial advisors’ needs and get to know our products and competitive landscape like the back of their hand
- As a key member of the Vise team, this marketing role is a true generalist, touching all aspects of the customer lifecycle and collaborating internally across all product and client-facing teams
- As the external voice for our customer obsession, you will be responsible for creating and improving a wide range of marketing strategies and content, across a variety of audiences—including but not limited to, vise.com, social posts, emails, white papers, sales decks, blog posts, webinars, podcasts, and more
- Develop and implement comprehensive marketing strategies and campaigns, encompassing both online and offline channels, to drive business growth and enhance brand awareness
- Coordinate and manage content creation for the company website, blog, social media platforms, and email campaigns to engage our target audience and generate leads
- Conduct market research to identify industry trends, competitive landscape, and target audience insights to optimize marketing efforts and deliver measurable results
- Collaborate with cross-functional teams, including sales, product, and client services, to align marketing initiatives with company objectives and ensure consistent messaging
- Monitor and analyze marketing performance metrics, such as website traffic and social media engagement, to evaluate campaign effectiveness and identify areas for improvement
- Assist in managing and optimizing the marketing budget to ensure efficient allocation of resources and maximum ROI
- Stay up-to-date with industry news, regulations, and best practices to ensure our marketing efforts remain relevant, compliant, and effective
Otta's take
Theo Margolius
COO of Otta
Registered Independent Advisors (RIAs) face hot competition in a sector where 60% of global assets are managed by institutional investors. Part of the latter's edge, however, comes from market leading analyst teams and tools – and Vise has developed an AI-driven automated platform to fill this shortfall for RIAs.
The platform uses AI to automate the building and management of client portfolios, so RIAs can focus on cultivating client relationships. It has been proven a popular prospect – Vise secured a valuation exceeding $1 billion at the close of its 2021 Series C funding round, and its managed assets have quadrupled in recent years.
Vise also leverages an interesting niche that could shore it up against the industry-disruption of robo-advisors like SoFi and Wealthfront. Whilst robo-advisors are good for smaller asset classes, they lack the sophistication to manage and grow complex asset portfolios. They also lack the human touch which remains extremely important to the vast majority of investors even in a tech-led investment landscape. Vise's product is therefore an astute middle-of-the-road compromise.
Insights
Some candidates hear
back within 2 weeks
14% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
May 2021
$65m
SERIES C
Dec 2020
$45m
SERIES B
Total funding: $126.5m
Company benefits
- Comprehensive health plans
- 401(k) savings plan
- Flexible PTO
- Paid parental leave
- Lifestyle and wellbeing benefits
- Flexible remote work policy
Company values
- We're customer obsessed.
- We get 1% better every day.
- We burn the boats.
Company HQ
SoHo, New York, NY
Articles
Founders
Samir Vasavada
(CEO)CEO and co-founder at Vise since 2016. Sits on board of several SaaS companies. Featured in Forbes 30 Under 30 list.
Runik Mehrotra
(Chief Investment Officer)They are an active AI and quantitative finance researcher, previously doing research at MIT.
Salary benchmarks
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