Head of RIA Segment Marketing

Were looking for a Head of RIA Segment Marketing to own and build Advisor360s RIA marketing motion from the ground up. This isnt a role for a campaign executor or a brand steward its for a builder who can figure it out from positioning to pipeline. Youll blend a deep understanding of the RIA advisor digital technology ecosystem with sharp storytelling and demand creation instincts helping us define how Advisor360 shows up in the RIA market segment.

Youll operate in an environment where products and technology are evolving messages are being written and infrastructure is minimal and thats exactly how you like it. Youll analyze test create and iterate in real-time helping us turn insights into strategy and strategy into market traction.

Heres What Youll Do:

• Own the RIA Market Narrative
• • Define how Advisor360 speaks to the RIA audience shaping our story tone and positioning from first principles.
  • Translate complex platform capabilities into simple credible and resonant value propositions.
  • Position Advisor360 alongside preferred applications to articulate the ideal Advisor Experience for different RIA audiences.
  • Identify RIA use cases and clearly articulate Advisor360s competitive differentiation.
  • Be the internal voice of the RIA buyer bringing market empathy and clarity to cross-functional conversations.
• Create Compelling Content and Thought Leadership
• • Produce and guide content that resonates with RIAs think: point-of-view articles ecosystem insights case studies and product storytelling.
  • Partner with Product Sales and Leadership to align messaging and support key launches and pitches.
  • Serve as the external market representative for our RIA offering (speaking at industry events webinars etc.).
• Build and Run Go-to-Market Experiments (partnering with functional marketing teams)
• • Design and execute lean high-impact campaigns across digital events and content to drive awareness and engagement.
  • Measure what works (and what doesnt) optimizing in real time using performance data feedback loops and creativity.
  • Develop and test early demand-generation strategies including content journeys email sequences webinars and small-format events.
• Drive Pipeline and Market Impact
• • Working in partnership with the Demand Generation Team define and own marketing-generated pipeline targets within the RIA segment ensuring consistent contribution to revenue goals.
  • Build repeatable scalable programs that convert awareness into qualified opportunities.
  • Partner closely with Sales and Product Marketing to ensure alignment from positioning through pipeline.
  • Use data-driven insights to guide investment decisions and go-to-market prioritization.
• Drive Market Insight and Strategic Alignment
• • Continuously analyze the competitive landscape identifying whitespace threats and opportunities.
  • Feed insights back into product strategy go-to-market and leadership decisions.
  • Help shape how we measure success and evolve our strategy as we scale from zero to one.

What You Bring to the Table:

• 10 years of experience in B2B marketing with at least 5 years focused on RIAs or wealth management.
• Deep understanding of the RIA landscape advisor personas and industry challenges.
• Experience in FinTech SaaS or financial services.
• Strong track record of driving growth through data-driven marketing campaigns.
• Exceptional communication and leadership skills.
• Proficiency with CRM and marketing automation tools (e.g. Salesforce HubSpot Marketo).
• Bachelors degree in Marketing Business or related field (MBA preferred).
• Preferred Qualifications:
• • Prior experience working at or marketing technology to RIAs.
  • Deep understanding of RIAs and current advisor workflows and processes.
  • Familiarity with regulatory/compliance considerations for marketing in financial services.
  • Experience with account-based marketing (ABM) and demand generation strategies.
  • Strong analytical mindset with the ability to translate metrics into actionable strategies.

Why Youll Love Working Here:

Its not just about workits about building a career and enjoying the ride! Heres what you can expect: Why Youll Love Working With Us:

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries annual performance-based bonuses and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits including dental life and disability insurance. We also trust our employees to manage their time effectively which is why we offer an unlimited paid time off program to help you perform at your best every day.

Join us on this journey. Advisor360 is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique authentic selves to work each and every day. The way we see it we are here to learn from each other.

The estimated base salary range for this position is $197000-$230000 bonus & equity.

Advisor 360 provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including but not limited to individual candidate experience skills and qualifications.

Additionally Advisor360 leverages current market data to determine compensation therefore posted compensation figures are subject to change as new market data becomes available. The salary other forms of compensation and benefits information is accurate as of the date of this posting. Advisor360 reserves the right to modify this information at any time subject to applicable law.

While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States we are unable to sponsor or take over sponsorship for employment visas at this time.

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.

Advisor360 will only communicate with a job applicant directly from an @ email address and will never conduct an interview in a chatroom forum. During an interview Advisor360 will not request any form of payment from the applicant or information regarding an applicants bank or credit card.

Should you have any questions regarding the application process please contact Advisor360 at

Required Experience:

Director