Senior Marketing Manager - Wealth Management

Clearnomics; New York (NY); On-site; USD 105,000 - 135,000; Full time

Benefits offered by this job

Excellent benefits package

Flexible PTO

Collaborative work environment

Job summary

A fintech company in New York City is seeking a Senior Marketing Manager to lead marketing strategies targeted at financial advisors. The ideal candidate will have over 5 years of B2B marketing experience, strong project management skills, and excellent communication abilities. The position offers a salary range of $105,000 to $135,000 and a comprehensive benefits package.

Qualifications

• 5+ years of B2B marketing experience, preferably with financial advisors.
• Strategic mindset and self-motivated.
• Experience in leading email marketing initiatives.

Responsibilities

• Execute the marketing strategy and campaigns.
• Analyze marketing ROI and provide insights.
• Support revenue operations and lead generation.

Skills

B2B marketing experience

Project management

Written communication

Data-driven growth marketing

Education

Bachelor's degree in Marketing or related field

Job description

Clearnomics is a fintech company building the market insights platform for the financial services industry. Our platform empowers asset and wealth managers to better serve their clients and prospects. The platform has achieved the highest advisor satisfaction rating in the industry, backed by cutting-edge technology, high-quality insights, and an exceptional service experience.

We’re a rapidly growing team of industry experts from across financial services. We are backed by top advisors in fintech and count some of the largest financial services enterprises as customers. We're looking for a talented Senior Marketing Manager based in New York City to join our dynamic team as we accelerate our growth. The role is full time, based in our New York office.

Job Overview

As a Senior Marketing Manager, you will lead and execute strategic marketing for a financial advisor and wealth management audience. You'll drive top-of-funnel awareness and engagement while collaborating closely with our sales team to ensure go-to-market alignment. This role offers significant growth pathways for a marketing professional who excels at both data-driven growth marketing and roadmap execution. We’re looking for candidates that are driven, dedicated, and thrive in a fast-paced environment.

What you’ll work on

• Execute the marketing strategy and share ideas for growth
• Manage compelling marketing campaigns targeted at financial advisors and wealth management professionals
• Lead email marketing initiatives, including project management, segmentation, and post-mortem performance analysis
• Support revenue operations, ensuring leads flow to sales in a seamless manner
• Analyze marketing ROI across our different channels and segments, providing actionable insights to optimize future initiatives
• Support our strategic planning and execution

We’re looking for candidates with:

• 5+ years of B2B marketing experience. Must have some experience working with financial advisors or wealth management professionals
• Strategic mindset, self-motivated and a passion for driving growth
• Strong project management skills with ability to manage multiple initiatives simultaneously
• Excellent written communication skills, ideally with a content creation background
• Bachelor's degree in Marketing, Communications, Financial Services, or related field

What we offer:

• The salary range for this position is $105,000 to $135,000
• Excellent benefits package. Eligibility to participate in our comprehensive benefits program including medical and dental coverage
• Flexible PTO
• Collaborative and innovative work environment
• Opportunity to have significant impact in a growing company
• Work with cutting-edge technologies

This is a full-time, in-house, and on-site position in New York City. We are an equal opportunity employer and value diversity.

Individual applicants only. U.S. work authorization is required.