What are the responsibilities and job description for the Head of Marketing position at Otterbrook?
Head of Marketing
Location: New York City (In-office, 5 days per week)
Reports To: Chief Executive Officer
Level: Senior Leadership
About the Company
Our client is a rapidly expanding digital wealth platform dedicated to empowering individuals to grow and manage their finances through intuitive technology and high-touch service. Backed by leading institutional investors and industry veterans, the company combines the fast-paced innovation of a startup with the strategic focus of an experienced executive team.
With headquarters in New York and a global team extending to Latin America, the firm has earned multiple industry awards for its client experience and financial technology. The leadership team brings decades of collective expertise from top financial institutions and consumer technology companies.
About the Role
We are seeking a seasoned Head of Marketing to lead and scale a high-performing marketing function. This individual will oversee both performance and brand marketing, manage cross-functional initiatives, and spearhead demand generation programs. The role includes responsibility for digital acquisition strategies, CRM campaign execution, and overall marketing operations effectiveness.
This is a hands-on leadership role for someone who enjoys both strategic thinking and tactical execution. You'll be managing a talented team and collaborating closely with other departments to drive measurable business growth.
Key Responsibilities
- Define and execute marketing strategy across paid and owned channels, including paid search, social, programmatic, affiliate marketing, and email.
- Lead content, communications, PR, partnerships, and brand initiatives to support growth and positioning.
- Collaborate with external partners and internal teams to manage campaign performance and creative development.
- Own marketing analytics, reporting, and budget management to ensure ROI-positive decisions.
- Oversee marketing automation and CRM lifecycle initiatives to optimize conversion and retention.
- Represent the voice of the marketing function within senior leadership and contribute to company-wide planning and decision-making.
Why This Role is Exciting
- High Impact: Your work will directly influence the growth trajectory of a high-potential company.
- Team Culture: Join a mission-driven team that values accountability, curiosity, and collaboration.
- Cross-Cultural Collaboration: Work closely with global team members while building your leadership brand within a U.S.-based tech firm.
- Competitive Rewards: Receive equity alongside a strong compensation and benefits package, including healthcare, flexible time off, stipends, and more.
What We’re Looking For
- Proven leadership experience in performance marketing, with a track record of scaling growth initiatives in fast-paced environments.
- Passion for experimentation and analytics—strong preference for candidates who are data-driven and results-oriented.
- Ability to develop integrated marketing strategies across channels, with deep understanding of digital acquisition.
- Strong communication skills and the ability to collaborate across functions.
- Experience building and managing high-performing teams in dynamic organizations.
Qualifications
- Bachelor’s degree in Marketing, Business, or a related field.
- 7 years of experience in digital marketing, growth, or demand generation roles.
- Strong working knowledge of CRM and marketing automation platforms (e.g., HubSpot, Salesforce, or equivalents).
- Familiarity with managing agency relationships and vendor partnerships.
- Experience in fintech, SaaS, or adjacent verticals is an advantage.
Compensation & Benefits
- Competitive base salary and performance bonuses
- Equity options
- Comprehensive medical, dental, and vision insurance
- 401(k) retirement plan
- Commuter and wellness benefits
- Flexible paid time off (minimum 2 weeks annually)