Marketing Manager, Enterprise & Strategic Segments
Farther, Dallas, TX, United States
Overview
Marketing Manager, Enterprise & Strategic Segments at Farther. The role is the strategic architect and execution lead for Farther's priority growth segments, with an initial focus on High Net Worth (HNW) and Ultra High Net Worth (UHNW) private clients, 401(k) plan sponsors, and institutional audiences. This is a high-impact role offering immediate ownership, combining segment strategy with hands-on, end-to-end execution of key growth initiatives. You will design and run marketing programs that generate qualified leads, accelerate their conversion to clients, and equip Farther advisors with scalable materials and campaigns to win sophisticated private-client and institutional mandates. Over time, you will mature and expand Farther’s enterprise segment offerings, collaborating with performance marketing, brand, product, and the institutional team. Responsibilities
Define and continuously refine segment positioning, messaging, and value propositions for HNW, UHNW, 401(k) plan sponsors, and institutional audiences to differentiate Farther as a modern partner Actively participate in and enhance Farther's content strategy, ensuring segment needs are integrated into corporate and Advisor Marketing plans for impact and consistency Build and execute integrated HNW and institutional marketing plans and targeted digital campaigns that generate qualified leads and support conversion, balancing advisor-led initiatives, targeted campaigns, and corporate programs Design, launch, and iterate multi-channel online campaigns (email, webinars, digital content), including AI-powered, automated drip journeys that nurture prospects over time Create scalable sales and advisor enablement materials (decks, one-pagers, playbooks, email templates, event-in-a-box kits) to help advisors win sophisticated private-client and institutional mandates Serve as the marketing point of contact for institutional sales materials, elevating layout and content quality of RFP-related materials while the institutional team handles drafting and tracking Establish a practical operating rhythm in the first 90 days with clear KPIs and reporting, defining HNW as a defined offering within Farther The Ideal Match
Proven hands-on marketer who can set segment strategy and personally execute campaigns, content, and sales materials (initial balance: ~70% execution / 30% strategy) Results-driven with ability to link marketing performance to business outcomes (lead volume, conversion rate, revenue, AUM) 5–8+ years of marketing experience in financial services, wealth or asset management, or related fields with exposure to HNW/UHNW and/or institutional audiences Strong experience in sales enablement and go-to-market support, including persuasive pitch materials for multi-stakeholder deals Knowledge of marketing automation and AI-enabled drip campaigns at scale; ability to design and manage automated journeys Collaborative, organized, and comfortable leading cross-functional initiatives with Advisor Marketing, Corporate/Brand Marketing, Product, Investment Strategy, and institutional stakeholders, including moderate travel for events Bonus Points
Working knowledge of HubSpot or similar platforms, ability to translate segment needs into marketing operations requirements Why Join Us
Competitive compensation package that rewards impact Collaborate with leading minds in fintech Ground-floor opportunity at a fast-scaling startup Growth opportunities as the company expands Full health benefits + 401(k) matching & Roth IRA options Unlimited PTO Ready to disrupt wealth management? Let’s talk! Voluntary Self-Identification and EEO information: Farther is an equal employment opportunity employer. Providing voluntary self-identification information is optional and will not affect your job application.
#J-18808-Ljbffr
Marketing Manager, Enterprise & Strategic Segments at Farther. The role is the strategic architect and execution lead for Farther's priority growth segments, with an initial focus on High Net Worth (HNW) and Ultra High Net Worth (UHNW) private clients, 401(k) plan sponsors, and institutional audiences. This is a high-impact role offering immediate ownership, combining segment strategy with hands-on, end-to-end execution of key growth initiatives. You will design and run marketing programs that generate qualified leads, accelerate their conversion to clients, and equip Farther advisors with scalable materials and campaigns to win sophisticated private-client and institutional mandates. Over time, you will mature and expand Farther’s enterprise segment offerings, collaborating with performance marketing, brand, product, and the institutional team. Responsibilities
Define and continuously refine segment positioning, messaging, and value propositions for HNW, UHNW, 401(k) plan sponsors, and institutional audiences to differentiate Farther as a modern partner Actively participate in and enhance Farther's content strategy, ensuring segment needs are integrated into corporate and Advisor Marketing plans for impact and consistency Build and execute integrated HNW and institutional marketing plans and targeted digital campaigns that generate qualified leads and support conversion, balancing advisor-led initiatives, targeted campaigns, and corporate programs Design, launch, and iterate multi-channel online campaigns (email, webinars, digital content), including AI-powered, automated drip journeys that nurture prospects over time Create scalable sales and advisor enablement materials (decks, one-pagers, playbooks, email templates, event-in-a-box kits) to help advisors win sophisticated private-client and institutional mandates Serve as the marketing point of contact for institutional sales materials, elevating layout and content quality of RFP-related materials while the institutional team handles drafting and tracking Establish a practical operating rhythm in the first 90 days with clear KPIs and reporting, defining HNW as a defined offering within Farther The Ideal Match
Proven hands-on marketer who can set segment strategy and personally execute campaigns, content, and sales materials (initial balance: ~70% execution / 30% strategy) Results-driven with ability to link marketing performance to business outcomes (lead volume, conversion rate, revenue, AUM) 5–8+ years of marketing experience in financial services, wealth or asset management, or related fields with exposure to HNW/UHNW and/or institutional audiences Strong experience in sales enablement and go-to-market support, including persuasive pitch materials for multi-stakeholder deals Knowledge of marketing automation and AI-enabled drip campaigns at scale; ability to design and manage automated journeys Collaborative, organized, and comfortable leading cross-functional initiatives with Advisor Marketing, Corporate/Brand Marketing, Product, Investment Strategy, and institutional stakeholders, including moderate travel for events Bonus Points
Working knowledge of HubSpot or similar platforms, ability to translate segment needs into marketing operations requirements Why Join Us
Competitive compensation package that rewards impact Collaborate with leading minds in fintech Ground-floor opportunity at a fast-scaling startup Growth opportunities as the company expands Full health benefits + 401(k) matching & Roth IRA options Unlimited PTO Ready to disrupt wealth management? Let’s talk! Voluntary Self-Identification and EEO information: Farther is an equal employment opportunity employer. Providing voluntary self-identification information is optional and will not affect your job application.
#J-18808-Ljbffr