Growth Marketing Specialist, Wealth Management Enterprise

The Company

YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research proposal generation and client communication tools that transform complex financial data into clear visuals and actionable insights.

For nearly a decade YCharts has been recognized on the Inc. 5000 Fastest Growing Companies list a testament to our sustained growth strong culture and industry-wide impact. Thousands of leading RIAs asset managers and broker-dealers use YCharts to turn data into decisions insights into action and client conversations into growth.

The Position

YCharts is expanding our reach with enterprise firmsand were hiring a marketer who can help us do it smarter faster and with greater impact. As Growth Marketing Specialist Enterprise youll lead go-to-market strategies tailored to our highest-value client segments supporting revenue goals through personalized data-informed campaigns and strategic content.

Youll sit at the intersection of ABM product marketing and sales enablementpartnering with stakeholders across the business to deliver relevant resonant messaging to enterprise audiences. This role is built for a self-starter who thrives in a cross-functional environment and knows how to turn insight into action.

Key Responsibilities

Drive Enterprise Growth

• Own the enterprise audience vertical from acquisition to conversion to account expansion
• Lead the execution of ABM programs that target key enterprise accounts leveraging insights and personalization to accelerate the buyer journey
• Collaborate with sales to align marketing activities with pipeline and revenue goals
• Proactively bring new campaign ideas and facilitate recurring ideation workshops with the enterprise sales team including partnership concepts thought leadership themes executive outreach plays and vertical-specific narratives
• Build multi-channel campaigns (email content webinars digital) to engage priority accounts and influence decision-makers
• Track campaign and pipeline performance proactively sharing insights and optimizing programs based on results sales feedback and market dynamics

Create Content That Converts

• Develop high-impact marketing assets such as case studies emails landing pages and presentations that speak directly to enterprise challenges
• Create and maintain enterprise sales enablement materials including one-pagers competitive takeout assets pitch decks and procurement support resources
• Collaborate with content & design to ensure consistency clarity and brand alignment
• Leverage performance data and client insights to refine content strategy and distribution

Champion Cross-Functional Collaboration

• Act as a connective tissue between marketing sales customer success and product teams
• Share campaign insights and strategic updates with internal stakeholders
• Offer ideas to improve marketing efficiency scalability and enterprise account coverage
• Partner with product marketing to craft messaging that reflects the priorities of enterprise users
• Assist in creating sales enablement materials tailored to top-of-funnel and bottom-of-funnel conversations

Qualifications & Experience

• 36 years in B2B SaaS marketing with direct experience in enterprise (Large RIA)
• Demonstrated experience building and launching campaigns from concept to execution including campaign ideation positioning messaging development channel strategy asset creation launch planning and post-launch optimization
• Hands-on knowledge of ABM programs and CRM/marketing platforms (e.g. HubSpot Influ2 DemandBase or similar)
• Strong content development skills and editorial judgment
• A strategic mindseta bias toward action and experience with measuring impact of omni-channel marketing campaigns.
• Excellent project management and communication skills

Bonus:

• Experience in fintech SaaS or financial services
• Familiarity with product marketing frameworks and go-to-market execution
• Working knowledge of SEO and content distribution best practices
• Comfortable creating and/or hosting video content

Benefits & Perks

• 100% employer-paid health dental and vision insurance.
• 401(k) match to support your financial future.
• Opportunities for internal mobility and cross-functional collaboration.
• Flexible time off vacation days sick days and a celebration day.
• Paid parental leave to support work-life balance.
• Professional development stipend to help you grow in your career.
• Hybrid work schedule with flexibility to work both in-office and remotely.
• Summer hours so you can enjoy more sunshine.
• Recognition programs to celebrate contributions and milestones.
• Modern centrally located offices stocked with premium snacks coffee beverages and weekly lunch credits to fuel your day.
• Regular team events celebrations and company-wide gatherings that keep our culture connected and collaborative.

Compensation

At YCharts we are committed to pay equity and transparency in all locations including compliance with local pay disclosure requirements: the Total Cash Compensation range is $65000 - $97000 USD inclusive of bonuses and variable compensation. The starting salary will be determined based on skills and experience.

Why Join YCharts

YCharts is more than a fintech companywere a team driven by curiosity collaboration and people-first leadership. We believe innovation thrives in an environment where ideas are heard growth is supported and impact is measurable.

Our award-winning culture reflects that commitment:

• Inc. 5000 Fastest Growing Companies (nearly a decade running)
• Crains Best Places to Work in Chicago
• Inc. Best Places to Work
• Built In Chicago Best Places to Work
• American Banker Best Fintechs to Work For

At YCharts youll do meaningful work grow alongside a talented team and see the results of your impact every day.

YCharts is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive equitable environment for all employees.

Be part of the team transforming how the wealth management industry makes and communicates investment decisions.