Senior Associate, Partnership Channel Marketing

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement education and healthcare savings needs. Today Vestwell enables over 350000 businesses and nearly 1.5 Million active savers with over $30 billion in assets saved across all 50 United States.

Vestwell offers a range of products including workplace-delivered retirement plans employer-offered student loan repayment benefits and various savings accounts for education emergencies and individuals with disabilities.

Vestwells platform serves a diverse clientele including financial advisers employers third-party administrators financial institutions payroll providers government agencies and individual savers. To learn more

Who Are We Looking For

Vestwell is seeking a proactive and strategic Senior Partnership Channel Marketing Associate to lead go-to-market strategy and execution for our key channel partner channels such as State Savings programs and Workplace Savings solutions. You will work directly with state partners to plan launches drive engagement and sustain ongoing growth across employer and saver audiences. You will develop the GTM strategy orchestrate cross-functional execution and when appropriate manage external agencies to deliver scalable compliant and measurable marketing programs in a regulated environment.

You thrive in fast-paced settings balance creativity with analytical rigor and excel at relationship management with public-sector partners and internal stakeholders. Youre a hands-on doer and a strategic thinker with exceptional project management skills.

What Will You Be Doing

• Build and own the end-to-end GTM plan for new and existing state programs from pre-launch readiness through ongoing growth including positioning messaging channel mix timelines and success metrics.
• Partner closely with state agencies to develop compliant co-branded campaigns and assets; manage review/approval workflows accessibility requirements and brand standards.
• Drive demand and engagement across the full funnel: awareness consideration registration/enrollment funding and retention; design and execute lifecycle programs for employers and savers.
• Lead integrated campaigns across paid owned and earned channels; coordinate with PR/Comms events content and digital teams to maximize reach and consistency.
• Oversee external agencies as needed (creative media research); define scopes timelines deliverables budgets and performance targets; ensure on-time on-budget execution.
• Enable partner and internal teams with toolkits and playbooks (GTM briefs messaging frameworks FAQs decks landing pages email journeys webinars field collateral).
• Establish KPIs and dashboards; track funnel health and program ROI; run performance reviews and QBRs with partners; implement test-and-learn optimizations.
• Collaborate cross-functionally with Sales Growth Client Success Product Analytics Compliance Legal and Operations to ensure operational readiness and coordinated execution.
• Manage program calendars workbacks and risks; communicate status and results to executives and partners with clarity and consistency.
• Support forecasting and budget management for state program marketing; monitor invoices pacing and efficiency metrics.

Requirements:

The Necessities:

• Minimum 2-3 years of experience in partner product or demand marketing ideally in financial services/fintech or a regulated category; experience with public-sector or state programs is a strong plus.
• Demonstrated success building and executing GTM plans with external partners including managing agency workstreams and complex approvals.
• Strong relationship-management skills with public-sector partners and senior internal stakeholders; confident presenter and trusted advisor.
• Proven project management excellence; skilled at prioritizing multiple concurrent programs and driving alignment across cross-functional teams.
• Data-driven mindset with hands-on experience setting KPIs building dashboards and optimizing campaigns; proficiency with analytics and A/B testing.
• Working knowledge of CRM and marketing automation (e.g. Salesforce HubSpot) and collaboration/PM tools (e.g. Asana Jira Google Workspace).
• Comfort operating in a highly regulated environment; familiarity with accessibility standards and government brand/compliance reviews.
• Exceptional written verbal and presentation skills; crisp brief-writing and stakeholder updates.
• Bachelors degree or equivalent experience; advanced degree a plus.

The Extras:

• Experience marketing retirement 529 HSA or adjacent financial products.
• Prior work with state agencies or public-sector communications.
• Experience building lifecycle programs for both B2B (employer) and B2C (saver) audiences.
• Multilingual abilities; Spanish a plus.

This role will be based in Vestwells New York Austin King of Prussia or Phoenix office and will be expected to report to the office in a hybrid schedule.

The expected base salary range for this position is $80K - $95K. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

OUR BENEFITS

Were an innovative high-growth company with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy but all employees are welcome at our bright comfortable office with many workspace options in our Midtown Manhattan Austin King of Prussia and Phoenix offices so everyone has a setting that is the most productive for them. Oh and naturally we have a great 401(k) plan!

OUR PROCESS

It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell your experience and your interests. Next steps can vary by role but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer a portfolio review for a Designer deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well.Before making an offer our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer.We prioritize transparency and lack of surprise throughout the process.

For your awareness you will only receive correspondence from any other domain not ending not our Recruitment team.

VestwellsPrivacy Policy.Attention California residents: In the course of conducting our business and complying with federal state and local government regulations governing such matters as employment tax insurance etc. we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:Vestwells California Privacy Rights Policy.