Advisor360°
Overview
At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in fintech, we’re trusted by independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. We are a team of builders, thinkers, and doers who value people, purpose, and passion. As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand. This role is hybrid, requiring three days per week onsite in Needham, MA. As the Digital Marketing Manager for Parrot AI, you will lead all outbound digital marketing efforts for the product. You’ll design, execute, and optimize campaigns across channels that drive demand. You’ll shape messaging and positioning in partnership with the Parrot AI product marketer, understand the advisor persona deeply, track and report on performance, and work cross-functionally with Product Marketing, Sales, Customer Success, and Design to align.
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At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in fintech, we’re trusted by independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. We are a team of builders, thinkers, and doers who value people, purpose, and passion. As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand. This role is hybrid, requiring three days per week onsite in Needham, MA. As the Digital Marketing Manager for Parrot AI, you will lead all outbound digital marketing efforts for the product. You’ll design, execute, and optimize campaigns across channels that drive demand. You’ll shape messaging and positioning in partnership with the Parrot AI product marketer, understand the advisor persona deeply, track and report on performance, and work cross-functionally with Product Marketing, Sales, Customer Success, and Design to align.
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