We are currently seeking a passionate and driven Marketing Leader to join our team. The ideal candidate will have 5-7 years of prior marketing experience and a strong understanding of the financial services industry. This individual will play a crucial role in developing and executing marketing strategies that drive growth, deepen our relationship with our customers, and increase brand visibility.

As a key member of the Vise team, this marketing role is a true generalist, touching all aspects of the customer lifecycle and collaborating internally across all product and client-facing teams. As the external voice for our customer obsession, you will be responsible for creating and improving a wide range of marketing strategies and content, across a variety of audiences—including but not limited to, vise.com, social posts, emails, white papers, sales decks, blog posts, webinars, podcasts, and more. 

We are looking for someone who can dive deep into understanding financial advisors’ needs and get to know our products and competitive landscape like the back of their hand—if you’re a passionate marketer who enjoys taking technical, complex ideas and translating them into something that deeply reverberates and resonates with our clients, you’ll love this role. 

What you will own

• Develop and implement comprehensive marketing strategies and campaigns, encompassing both online and offline channels, to drive business growth and enhance brand awareness
• Coordinate and manage content creation for the company website, blog, social media platforms, and email campaigns to engage our target audience and generate leads
• Conduct market research to identify industry trends, competitive landscape, and target audience insights to optimize marketing efforts and deliver measurable results
• Collaborate with cross-functional teams, including sales, product, and client services, to align marketing initiatives with company objectives and ensure consistent messaging
• Monitor and analyze marketing performance metrics, such as website traffic and social media engagement, to evaluate campaign effectiveness and identify areas for improvement
• Assist in managing and optimizing the marketing budget to ensure efficient allocation of resources and maximum ROI
• Stay up-to-date with industry news, regulations, and best practices to ensure our marketing efforts remain relevant, compliant, and effective

What you bring on day one

• 5-7 years of experience in marketing, preferably in the financial industry or other heavily regulated sectors
• Strong understanding of digital marketing channels, such as SEO, SEM, social media, email marketing, and content marketing
• Excellent written and verbal communication skills, with the ability to create engaging and persuasive content for various audiences
• Proficient in marketing analytics tools and techniques, with the ability to analyze data and draw actionable insights
• Strong project management and organizational skills, with the ability to manage multiple projects simultaneously and meet deadlines
• Self-motivated, creative, and results and data-driven, with a commitment to continuous improvement and a passion for marketing and the financial industry

Personal qualities

• Ability to problem-solve: adept at identifying challenges and driving opportunities entirely self-sufficiently, turning potential obstacles into marketing gold
• Optimistic and deeply curious: maintains a positive attitude, embraces new ideas and trends, and constantly seeks out opportunities to learn and grow professionally
• Exceptional problem-solving abilities and a great listener: possesses the analytical skills to address marketing challenges and the interpersonal skills to understand and incorporate input from colleagues and stakeholders
• Adaptable and flexible: able to thrive in a fast-paced environment, adjust priorities as needed, and pivot marketing strategies in response to changing circumstances
• Creative and innovative: brings fresh ideas to the table, thinks outside the box, and isn't afraid to push boundaries in pursuit of marketing breakthroughs
• Detail-oriented and organized: meticulous in planning and executing marketing campaigns, ensuring that every element is in place and aligned with the overall strategy
• Resilient and tenacious: able to bounce back from setbacks, learn from mistakes, and persist in the face of challenges
• Excellent time management skills: balances multiple projects and deadlines, effectively prioritizes tasks, and stays focused and productive under pressure

Through the internal and market data Vise has collected, we expect the salary range for this position to be $140,000 - $180,000 per year, plus a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience. In addition, Vise offers a wide range of comprehensive and inclusive employee benefits. 

About Vise:

Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client's unique financial needs and goals.

Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client's unique financial needs. With Vise, advisors can focus on nurturing these relationships instead of spending time building and managing portfolios. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services. 

Our exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with experience at industry-leading firms like Citadel, Blackrock, Stripe, and Stanford. Combining top financial and engineering talent, we pride ourselves on delivering products faster and understanding our customers' needs better than anyone else in the market. Vise has garnered the support of prominent venture capital firms, raising over $130M from Sequoia Capital and Founders Fund, among others.

Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.