Senior Product Marketing Associate, Vestwell
$90-100k
Digital recordkeeping platform for 401(k) plans
Job no longer available
Digital recordkeeping platform for 401(k) plans
201-500 employees
Job no longer available
$90-100k
201-500 employees
Company mission
To make managing retirement investments cheaper, simpler and safer.
Role
Who you are
- 3-5 years of product marketing experience, preferably in the tech or financial services industry
- Outstanding verbal and written communication skills
- Highly organized, accountable, and exceptional attention to detail
- Strong project management skills - able to juggle multiple projects with competing deadlines and shifting business priorities
- An ability to connect the dots, move from the big picture to the granular, and communicate effectively at each level to various stakeholders
- A collaborative team player who is also a curious and independent thinker
- A demonstrated start-up mentality with the ability to operate in a fast-moving environment
- Proven ability to proactively problem-solve and tackle new challenges daily
What the job involves
- Vestwell’s fast-growing marketing team is looking for a Senior Product Marketing Associate. This role reports to the Director, Product Marketing
- This is an exciting opportunity to step into a new role in a high-growth organization that is making investing and savings programs more accessible for every American - in the workplace and beyond
- This role will be key in supporting a range of product marketing initiatives that aim to differentiate our products, communicate our product messaging both internally and externally, and ultimately propel the company’s rapid expansion
- Work closely with the Director of Product Marketing, the Head of Marketing, and the entire marketing team
- Work closely with the Director of Product Marketing on the development, revision, and ongoing management of production positioning and marketing materials, such as presentations, emails, internal communications, one-pagers, decks, brochures, etc
- Assist with competitive analyses and customer research to define key customer personas and identify opportunities for growth
- Help develop product positioning that clearly articulates and differentiates Vestwell’s suite of savings and investment products in the market
Application process
- It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests
- Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well
- Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process
Otta's take
Xav Kearney
CTO of Otta
The current landscape of 401(k) retirement plans is stagnant in comparison to the standards of financial software innovation. Vestwell offers a digital record-keeping platform that works directly with wealth management firms to help workplaces save money on their employee retirement plans. Vestwell does this by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution and benefit programs.
The startup faces competition from legacy players such as Boston-based Fidelity Investments who currently keep track of almost $2 trillion in assets in the industry. Furthermore, Empower also focuses on advisor-friendly and customized web tools and functionality, presenting further competition to Vestwell.
Despite this, Vestwell is uniquely positioned to disrupt the stagnant 401(k) system, a stance only strengthened by its substantial rounds of funding through the 2020s. This has been invested into expanding platform functionality and servicing for its partners and clients, releasing two new products in September 2022 - Vestwell Flex and a TPA portal. These additions will make Third Party Administration partnerships more efficient for Vestwell customers, streamlining the recordkeeping systems necessary for such actions. Continued product updates like these will help Vestwell keep pace with its substantial competition.
Insights
Company
Funding (last 2 of 5 rounds)
Dec 2023
$125m
SERIES D
Jul 2021
$70m
SERIES C
Total funding: $237.5m
Company benefits
- We’re a growth stage startup with lots of exciting milestones ahead
- We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and an open vacation policy
- We have adopted a remote-hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them
- We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!
Company values
- Act like an owner - As a mission-driven company, we value our team members and prioritize employee ownership. We believe in creating an environment where each Vestweller feels empowered to support closing the retirement savings gap across the country
- Look for the better way - At Vestwell, you’ll be continuously challenged to find better solutions to address industry norms. We are on the road to revolutionizing workplace savings programs and look to our team of innovators to lead the way
- Embrace the difficult - Vestwell is on a mission to do great things, and the only way to get there is by taking on some incredibly complex challenges. We believe in embracing the difficult to ensure the largest positive impact for our industry, clients, and partner
- Help me, help you, help us - We build relationships based on trust, equality, respect, and support. Our unique blend of diverse perspectives allows us to grow authentically while sharing a common connection to our goals, mission, and vision
Company HQ
Garment District, New York, NY
Founders
Aaron Schumm
(CEO)Studied Finance at GIES College of Business and then received an MBA from Duke. Head Equity Research at financial advisory firm Dillon Scott Securities, Product Manager at Fiserv, VP of Product Marketing at Citi.
People progressing
Joined as SVP Finance & HR in August 2017. Was made CFO in January 2020.
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