Sr. Director, Corporate Marketing

Senior Director, Corporate Marketing

Reports To:

SVP of Marketing

Location:

Draper, UT / Park City, UT or Remote

We are looking for a visionary Senior Director of Corporate Marketing to champion our story as we empower financial advisors and their clients to thrive in the age of AI. In this role, you will elevate our global brand strategy, corporate communications, and content ecosystem. You will define our voice and craft multi-channel narratives that do more than just drive revenue;

they will reshape how the entire financial services industry perceives the future of AI.

You will lead our corporate marketing roadmap to scale our thought leadership footprint and brand perception across the largest financial services organizations globally. By bringing world-class structure and high-velocity execution to our integrated marketing engine, you will help us further expand our reach as the leading AI platform for advisors.

This role sits at the critical intersection of Product, Sales, and Growth Marketing. You will be a key leader measured by brand sentiment, organic traffic growth, pipeline contribution, and our continued category leadership in industry rankings.

Own Brand Strategy & Narrative

• Define and evolve our corporate narrative and brand strategy based on market research.
• Oversee PR, media relations, and event strategies to improve brand visibility.
• Ensure absolute consistency in brand voice and messaging across all channels and PR efforts.

Lead Integrated Marketing Campaigns

• Partner with Demand Gen and Product Marketing teams to define full-funnel marketing campaigns.
• Ensure effective project management and on-time delivery of major campaigns.
• Analyze marketing performance metrics to prioritize high-performing strategies.

Scale our corporate marketing engine

• Manage internal teams, external freelancers, and agency partners.
• Implement robust operations frameworks to streamline creative production and legal approvals.
• Leverage modern AI tools to optimize marketing workflows without losing quality.

Drive Brand Perception and Awareness

• Guide our content strategy and roadmap with high-value IP
• Secure top-tier speaking slots and thought leadership for executives.
• Amplify brand awareness through targeted campaigns and activations

• Comprehensive Brand Strategy: A fully aligned, 12-month corporate marketing strategy built with Product and Demand Gen.
• Measurable Growth:
  Notable increases in share of voice, organic search traffic, and brand attribution to pipeline.
• Operational Scale: A repeatable integrated marketing and creative supply chain using internal talent, agencies, and advanced AI workflows.
• Team Leadership: A highly capable, small team of marketing professionals that you have coached and motivated.
• Brand Authority:
  Successful execution of major PR campaigns and flagship thought leadership assets.

Must-haves

• 8+ years of corporate marketing experience in growth-oriented B2B SaaS
• 3+ years of experience in a leadership role managing teams and budgets.
• Proven track record of strategic impact and brand building in an Enterprise SaaS environment.
• Hands‑on experience with advanced AI tools for scaling marketing workflows.
• Experience helping build category leadership and brand perception

Nice‑to‑haves

• Background in or deep understanding of Fintech, Wealth tech, or the Financial Services industry.
• Experience with hybrid PLG/Enterprise sales motions.

This is a high-impact role at a critical stage of growth. As the leader of our corporate brand, you will shape how the financial services industry perceives the future of AI. You will act as a key executive leader in our marketing organization.

• Competitive salary and variable compensation range
• Equity
• Medical, dental, vision benefits
• 401k available