Marketing Manager (Fintech)

Location: NYC Midtown, Hybrid 3 days in office

Compensation: $130K to $150K base plus equity participation

Our client is a fast-growing fintech company that helps financial institutions create and manage custom investment indexes. They work with asset managers, banks, and insurance companies to support products like ETFs and structured investments. Their technology platform makes it faster and easier to build tailored investment strategies, allowing clients to design exactly what they need instead of relying on standard, one-size-fits-all solutions. As the firm continues to grow, they are expanding their sales and client-facing teams to support a rapidly increasing global client base.

Our client is seeking a high-energy, entrepreneurial marketing professional to take ownership of marketing efforts and help elevate the firm’s brand, visibility, and growth. This role is ideal for someone who enjoys both strategy and execution, someone who can think creatively about how to position the business while also driving campaigns, content, and initiatives forward in a hands‑on way. This individual will work closely with Sales, Product, and Client Service teams to shape messaging, support business development, and build a more structured and impactful marketing function.

Responsibilities of the Marketing Manager Role:
Campaigns and Client Engagement

Build and execute targeted marketing campaigns aligned with sales priorities

Partner with Sales on pipeline development and outreach

Track and refine campaigns using Salesforce

Collaborate with Client Service on segmentation and engagement

Design and deploy campaigns using Salesforce Marketing Cloud

Create emails, landing pages, and digital content

Develop cadence for blogs, white papers, and newsletters

Maintain and enhance website content as needed

Manage social media content, primarily LinkedIn

Inbound Marketing and Analytics

Track performance using Google Analytics, Google Ads, and Search Console

Optimize paid social and search campaigns

Improve SEO through keyword research and content updates

Support email campaign optimization and marketing analytics, including performance tracking and A/B testing where appropriate

Help drive video strategy for the website and client communications

Brand Management and Content Development

Collaborate cross-functionally with teams to drive new content

Maintain brand assets and marketing materials

Support brand development and positioning

Design marketing materials and presentations

Translate technical concepts into clear messaging

Create and update decks, product profiles, and templates

Partner with sales leadership on content aligned to services and trends

Identify and research B2B prospects

Manage and maintain CRM data within Salesforce

Events and External Visibility

Manage conference and event calendar

Coordinate sponsorships and speaking opportunities

Align events with business development priorities

Requirements for the Marketing Manager Role:
Must-Haves

3 to 7 years of B2B marketing experience within fintech or the financial services industry

Hands‑on experience with Salesforce Marketing Cloud (Core automation tool/Account Engagement)

Strong outbound and inbound marketing experience

Experience with Figma (or similar) and Canva (or similar)

Experience with WordPress or similar CMS

Strong content development and messaging skills

Ability to collaborate cross‑functionally

Strong organizational and multitasking skills

Self‑starter, proactive, and able to operate independently

Nice-to-Haves

Experience targeting one or more of the following firms in a marketing capacity is a plus: Asset managers, banks with structured products desks, ETF issuers, family offices, hedge funds, insurance companies, private banks, quantitative investment firms, RIAs/wealth mgmt. firms

Experience with Salesforce CRM

Familiarity with Google Ads & Google Search Console

Working knowledge of SEO best practices

Experience supporting events and sponsorships

What Our Amazing Client Offers:

Competitive base salary, equity participation, and potential discretionary bonus

High‑visibility role with direct impact on the firm’s growth

Opportunity to build and fully own the marketing function

Hybrid work schedule (3 days in office) with a strong emphasis on work‑life balance

401(k) with employer match

Collaborative, entrepreneurial environment alongside passionate and talented colleagues

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