Growth Marketing Specialist, Wealth Management Enterprise
YCHARTS INC, Chicago, Illinois, United States, 60290
Description
The Company YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research, proposal generation, and client communication tools that transform complex financial data into clear visuals and actionable insights.
For nearly a decade, YCharts has been recognized on the Inc. 5000 Fastest Growing Companies list — a testament to our sustained growth, strong culture, and industry-wide impact. Thousands of leading RIAs, asset managers, and broker-dealers use YCharts to turn data into decisions, insights into action, and client conversations into growth.
The Position YCharts is expanding our reach with enterprise firms—and we’re hiring a marketer who can help us do it smarter, faster, and with greater impact. As Growth Marketing Specialist, Enterprise, you’ll lead go-to-market strategies tailored to our highest-value client segments, supporting revenue goals through personalized, data-informed campaigns and strategic content.
You’ll sit at the intersection of ABM, product marketing, and sales enablement—partnering with stakeholders across the business to deliver relevant, resonant messaging to enterprise audiences. This role is built for a self-starter who thrives in a cross‑functional environment and knows how to turn insight into action.
Key Responsibilities Drive Enterprise Growth
Own the enterprise audience vertical from acquisition to conversion to account expansion
Lead the execution of ABM programs that target key enterprise accounts, leveraging insights and personalization to accelerate the buyer journey
Collaborate with sales to align marketing activities with pipeline and revenue goals
Proactively bring new campaign ideas and facilitate recurring ideation workshops with the enterprise sales team, including partnership concepts, thought leadership themes, executive outreach plays, and vertical‑specific narratives
Build multi‑channel campaigns (email, content, webinars, digital) to engage priority accounts and influence decision‑makers
Track campaign and pipeline performance, proactively sharing insights and optimizing programs based on results, sales feedback, and market dynamics
Create Content That Converts
Develop high‑impact marketing assets such as case studies, emails, landing pages and presentations that speak directly to enterprise challenges
Create and maintain enterprise sales enablement materials including one‑pagers, competitive takeout assets, pitch decks, and procurement support resources
Collaborate with content & design to ensure consistency, clarity, and brand alignment
Leverage performance data and client insights to refine content strategy and distribution
Champion Cross‑Functional Collaboration
Act as a connective tissue between marketing, sales, customer success, and product teams
Share campaign insights and strategic updates with internal stakeholders
Offer ideas to improve marketing efficiency, scalability, and enterprise account coverage
Partner with product marketing to craft messaging that reflects the priorities of enterprise users
Assist in creating sales enablement materials tailored to top‑of‑funnel and bottom‑of‑funnel conversations
Qualifications & Experience
3–6+ years in B2B SaaS marketing, with direct experience in enterprise (Large RIA)
Demonstrated experience building and launching campaigns from concept to execution, including campaign ideation, positioning, messaging development, channel strategy, asset creation, launch planning, and post‑launch optimization
Hands‑on knowledge of ABM programs and CRM/marketing platforms (e.g. HubSpot, Influ2, DemandBase or similar)
Strong content development skills and editorial judgment
A strategic mindset, a bias toward action, and experience with measuring impact of omni‑channel marketing campaigns.
Excellent project management and communication skills
Bonus
Experience in fintech, SaaS, or financial services
Familiarity with product marketing frameworks and go‑to‑market execution
Working knowledge of SEO and content distribution best practices
Comfortable creating and/or hosting video content
Benefits & Perks
100% employer‑paid health, dental, and vision insurance.
401(k) match to support your financial future.
Opportunities for internal mobility and cross‑functional collaboration.
Flexible time off, vacation days, sick days, and a celebration day.
Paid parental leave to support work‑life balance.
Professional development stipend to help you grow in your career.
Hybrid work schedule with flexibility to work both in‑office and remotely.
Summer hours so you can enjoy more sunshine.
Recognition programs to celebrate contributions and milestones.
Modern, centrally located offices stocked with premium snacks, coffee, beverages and weekly lunch credits to fuel your day.
Regular team events, celebrations, and company‑wide gatherings that keep our culture connected and collaborative.
Compensation At YCharts, we are committed to pay equity and transparency in all locations, including compliance with local pay disclosure requirements: the Total Cash Compensation range is $65,000 - $97,000 USD inclusive of bonuses and variable compensation. The starting salary will be determined based on skills and experience.
Why Join YCharts YCharts is more than a fintech company—we’re a team driven by curiosity, collaboration, and people‑first leadership. We believe innovation thrives in an environment where ideas are heard, growth is supported, and impact is measurable.
Our award‑winning culture reflects that commitment:
Inc. 5000 Fastest Growing Companies (nearly a decade running)
Crain’s Best Places to Work in Chicago
Inc. Best Places to Work
Built In Chicago Best Places to Work
American Banker Best Fintechs to Work For
At YCharts, you’ll do meaningful work, grow alongside a talented team, and see the results of your impact every day.
YCharts is an equal opportunity employer.
We celebrate diversity and are committed to fostering an inclusive, equitable environment for all employees.
Be part of the team transforming how the wealth management industry makes and communicates investment decisions.
#J-18808-Ljbffr
The Company YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research, proposal generation, and client communication tools that transform complex financial data into clear visuals and actionable insights.
For nearly a decade, YCharts has been recognized on the Inc. 5000 Fastest Growing Companies list — a testament to our sustained growth, strong culture, and industry-wide impact. Thousands of leading RIAs, asset managers, and broker-dealers use YCharts to turn data into decisions, insights into action, and client conversations into growth.
The Position YCharts is expanding our reach with enterprise firms—and we’re hiring a marketer who can help us do it smarter, faster, and with greater impact. As Growth Marketing Specialist, Enterprise, you’ll lead go-to-market strategies tailored to our highest-value client segments, supporting revenue goals through personalized, data-informed campaigns and strategic content.
You’ll sit at the intersection of ABM, product marketing, and sales enablement—partnering with stakeholders across the business to deliver relevant, resonant messaging to enterprise audiences. This role is built for a self-starter who thrives in a cross‑functional environment and knows how to turn insight into action.
Key Responsibilities Drive Enterprise Growth
Own the enterprise audience vertical from acquisition to conversion to account expansion
Lead the execution of ABM programs that target key enterprise accounts, leveraging insights and personalization to accelerate the buyer journey
Collaborate with sales to align marketing activities with pipeline and revenue goals
Proactively bring new campaign ideas and facilitate recurring ideation workshops with the enterprise sales team, including partnership concepts, thought leadership themes, executive outreach plays, and vertical‑specific narratives
Build multi‑channel campaigns (email, content, webinars, digital) to engage priority accounts and influence decision‑makers
Track campaign and pipeline performance, proactively sharing insights and optimizing programs based on results, sales feedback, and market dynamics
Create Content That Converts
Develop high‑impact marketing assets such as case studies, emails, landing pages and presentations that speak directly to enterprise challenges
Create and maintain enterprise sales enablement materials including one‑pagers, competitive takeout assets, pitch decks, and procurement support resources
Collaborate with content & design to ensure consistency, clarity, and brand alignment
Leverage performance data and client insights to refine content strategy and distribution
Champion Cross‑Functional Collaboration
Act as a connective tissue between marketing, sales, customer success, and product teams
Share campaign insights and strategic updates with internal stakeholders
Offer ideas to improve marketing efficiency, scalability, and enterprise account coverage
Partner with product marketing to craft messaging that reflects the priorities of enterprise users
Assist in creating sales enablement materials tailored to top‑of‑funnel and bottom‑of‑funnel conversations
Qualifications & Experience
3–6+ years in B2B SaaS marketing, with direct experience in enterprise (Large RIA)
Demonstrated experience building and launching campaigns from concept to execution, including campaign ideation, positioning, messaging development, channel strategy, asset creation, launch planning, and post‑launch optimization
Hands‑on knowledge of ABM programs and CRM/marketing platforms (e.g. HubSpot, Influ2, DemandBase or similar)
Strong content development skills and editorial judgment
A strategic mindset, a bias toward action, and experience with measuring impact of omni‑channel marketing campaigns.
Excellent project management and communication skills
Bonus
Experience in fintech, SaaS, or financial services
Familiarity with product marketing frameworks and go‑to‑market execution
Working knowledge of SEO and content distribution best practices
Comfortable creating and/or hosting video content
Benefits & Perks
100% employer‑paid health, dental, and vision insurance.
401(k) match to support your financial future.
Opportunities for internal mobility and cross‑functional collaboration.
Flexible time off, vacation days, sick days, and a celebration day.
Paid parental leave to support work‑life balance.
Professional development stipend to help you grow in your career.
Hybrid work schedule with flexibility to work both in‑office and remotely.
Summer hours so you can enjoy more sunshine.
Recognition programs to celebrate contributions and milestones.
Modern, centrally located offices stocked with premium snacks, coffee, beverages and weekly lunch credits to fuel your day.
Regular team events, celebrations, and company‑wide gatherings that keep our culture connected and collaborative.
Compensation At YCharts, we are committed to pay equity and transparency in all locations, including compliance with local pay disclosure requirements: the Total Cash Compensation range is $65,000 - $97,000 USD inclusive of bonuses and variable compensation. The starting salary will be determined based on skills and experience.
Why Join YCharts YCharts is more than a fintech company—we’re a team driven by curiosity, collaboration, and people‑first leadership. We believe innovation thrives in an environment where ideas are heard, growth is supported, and impact is measurable.
Our award‑winning culture reflects that commitment:
Inc. 5000 Fastest Growing Companies (nearly a decade running)
Crain’s Best Places to Work in Chicago
Inc. Best Places to Work
Built In Chicago Best Places to Work
American Banker Best Fintechs to Work For
At YCharts, you’ll do meaningful work, grow alongside a talented team, and see the results of your impact every day.
YCharts is an equal opportunity employer.
We celebrate diversity and are committed to fostering an inclusive, equitable environment for all employees.
Be part of the team transforming how the wealth management industry makes and communicates investment decisions.
#J-18808-Ljbffr