Marketing Manager, Enterprise & Strategic Segments

The Role

The Marketing Manager Enterprise Strategic Segments will serve as the strategic architect and execution lead for Farthers priority growth segments with an initial focus on High Net Worth and Ultra High Net Worth private clients 401k plan sponsors and institutional audiences. This is a high-impact role offering immediate ownership combining sophisticated segment strategy with hands-on end-to-end execution of our most critical 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 help mature and expand Farther’s enterprise segment offerings while partnering closely with performance marketing brand product and the institutional team.

Your Impact

• Define and continuously refine segment positioning messaging and value propositions for HNW UHNW 401k plan sponsors and institutional audiences ensuring Farther shows up as a differentiated modern partner
• Actively participate in and enhance Farthers overall content strategy ensuring segment needs are integrated into corporate and Advisor Marketing plans for maximum 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 and deepen engagement over time
• Create scalable sales and advisor enablement materials (decks one-pagers playbooks email templates event-in-a-box kits) that help advisors consistently win sophisticated private-client and institutional mandates
• Serve as the marketing point of contact for institutional sales materials elevating the layout structure and answer quality of RFP-related content and presentations while the institutional team owns drafting and tracking
• Stand up a practical operating rhythm in the first 90 days grounded in clear KPIs and reporting while establishing HNW as a formidable and clearly defined offering within Farther

The Ideal Match

• Proven track record as a hands-on marketer who can both set segment strategy and personally execute campaigns content and sales materials comfortable with a 70% execution / 30% strategy split initially
• A results-driven mindset and fluency in linking marketing performance directly to core business outcomes (lead volume conversion rate revenue and AUM)
• 5-8 years of marketing experience in financial services wealth or asset management or a closely related environment with direct exposure to HNW/UHNW and/or institutional audiences
• Strong experience in sales enablement and go-to-market support including building persuasive pitch materials that move complex multi-stakeholder deals forward
• Working knowledge of how to leverage marketing automation (e.g. for segmentation personalization send-time optimization and automated drip journeys) and a demonstrated ability to design and manage AI-enabled drip campaigns at scale
• Collaborative organized and comfortable leading cross-functional initiatives with Advisor Marketing Corporate/Brand Marketing Product Investment Strategy and institutional stakeholders including moderate travel for key events and meetings

Bonus Points

• Working knowledge of HubSpot or similar platforms for using dashboards lists and reports plus the ability to translate segment needs into clear requirements for marketing operations and admin partners

Why Join Us

• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand
• Full health benefits 401(k) matching & Roth IRA options
• Unlimited PTO

Ready to disrupt wealth management Lets talk!