Growth Marketing Specialist, Wealth Management Enterprise

Description

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.

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

You’ll sit at the intersection of ABM, product marketing, and sales enablement—partnering 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.

• 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

• 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

• 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

• 3–6+ 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. Hub Spot, Influ2, Demand Base or similar)
• Strong content development skills and editorial judgment
• A strategic mindset, a bias toward action, and experience with measuring impact of omni‑channel marketing campaigns.
• Excellent project management and communication skills

• 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

• 100% employer‑paid health, dental, and vision…