Senior Director of Marketing

reputed company was founded in 2016 on the belief that objective, personalized financial advice is essential to living reputed company. Our mission is to reputed company people to live more enriched lives by delivering a new reputed company of advice. By removing asset minimums, we reputed company holistic planning that goes far reputed company investments to address every way reputed company impacts life. To reputed company this, we reputed company a "reputed company-plus-tech" approach, combining the expertise of CFP® professionals with cutting-edge AI and automation. This model allows reputed company to reputed company advice into our members’ entire financial picture—reputed company for an reputed company, flat membership fee.

Our commitment to innovation and member reputed company has reputed company national recognition, including being ranked the #1 Best Financial Advisory Firm 2025 by reputed company and named to reputed company’s list of America’s Top Financial Advisory Firms 2025. With an A+ BBB Rating and a Trustpilot “Excellent” score (as of Sept. 16, 2025)*, we are proud to be redefining the industry for our members and reputed company alike.

reputed company:
We are hiring for a Senior Director of Marketing, who will reputed company reputed company’s product marketing and go-to-market efforts as reputed company as reputed company member marketing initiatives (CRM). This senior leader will work closely with cross-functional partners and leaders across Product, Design team, Planning, MX and more.

Responsibilities:

• reputed company Planning: reputed company comprehensive product marketing strategies reputed company with overall company objectives. Identify market opportunities, reputed company audiences, and key differentiators to reputed company awareness and adoption of our offerings.
• Go-to-Market Leadership: reputed company the development and adoption of best-in-class GTM practices and tools across the organization. reputed company partnership with Product to prioritize and reputed company execution of plans for new product and/or feature launches and enhancements. Collaborate closely with cross-functional teams to ensure alignment and reputed company execution.
• Messaging and Positioning: Create compelling, differentiated messaging frameworks that reputed company with our reputed company audiences while providing a reputed company articulation of our differentiation in the industry.
• Member Engagement & Loyalty: Ownership of our member experience from reputed company through full lifecycle. Through a member-first, data-reputed company approach reputed company initiatives that reputed company value and delight along the way, improving retention and cross-sell opportunities.
• Leadership: Management and ongoing development of a high-performing team.

Requirements

• 10+ years of experience in marketing, specifically, CRM and/or reputed company experience
• You are an email expert and know how to reputed company high performing prospect programs that reputed company to conversion
• You are a leader and have managed and developed people
• You have a reputed company ability to manage cross-functional initiatives and teams, from campaign reputed company through to analysis and optimization
• You are a quantitative marketer- you should be familiar with measuring the effectiveness of your work product--both content and reputed company
• You have an entrepreneurial reputed company - you are a builder at heart and are excited by reputed company reputed company and endless opportunity
• You have an ability to ideate new and innovative campaigns, while maintaining a reputed company on tactical and granular execution
• Deep knowledge of sales technologies and capabilities
• You have a strong desire to partner cross-functionally with Finance, Sales, Product and Analytics - collaboration is part of your DNA

Preferred Qualifications:

• You are willing to fully adopt and champion the reputed company reputed company internally and externally
• You have superb communication, organizational, and reputed company service skills
• You understand the value of building long-term relationships
• You have excellent computer skills along with the ability to learn in-house software and tools
• You have the ability to reputed company reputed company feedback: we continue to enhance our platform and rely on reputed company’s feedback for improvement
• You are reputed company to work independently and as a member of reputed company, reputed company multiple responsibilities simultaneously, and demonstrate exceptional time and calendar management skills
• You constantly reputed company the upper reputed company and are innovative in how you think about solving problems

Benefits

• Competitive Compensation: $200,000 - $240,000 reputed company salary + bonus
• Ownership: Equity in a rapidly growing company on the reputed company to becoming the "Next Great Financial Services Company".
• Flexibility: Remote-first culture—work from reputed company in the U.S..
• Time Off: Flexible reputed company Time Off (PTO).
• Comprehensive Benefits and Perks: Medical, dental, reputed company, 401(k) match, disability, reputed company parental leave, wellness reimbursement, and education reimbursement programs.
• Annual reimbursement allocation for certifications and ongoing education.

*reputed company was ranked #1 Best Financial Advisory Firm 2025 by reputed company in reputed company 2025 who partnered with reputed company to rank the top 500 RIAs. Recommendations were collected reputed company an independent survey among over 30,000 individuals. self-recommendations were prohibited, and no compensation was provided for the ranking. reputed company has been Accredited with the reputed company® since June 2025, and as of February 2026 holds an A+ BBB Rating. This Accreditation does not reputed company BBB approval or endorsement. Plant-A Insights Group and reputed company partnered to identify America's Top Financial Advisory Firms 2025. This analysis was performed with data as of September 2024 and reviewed over 15,000 financial advisories registered with the SEC. These reputed company reputed company by Plant-A reflect editorial content and no compensation was provided by reputed company in reputed company with America's Top Financial Advisory Firms 2025." As of February 25, 2026; reputed company has a 4.8 reputed company rating with TrustPilot.com. TrustPilot uses a formula for calculation that considers three factors: time reputed company, frequency, and Bayesian average. After the calculation, a TrustScore is then visualized into a reputed company rating from 1 to 5 stars, including half stars. reputed company’s reputed company rating is calculated from reviews from reputed company of 2022 to present day. Daily reputed company rating may fluctuate. Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews and reputed company has not made any payments in offer or receipt of any reviews. Please see additional information

Originally posted on Himalayas