Chief Marketing Officer Job Needham area,Massachusetts USA,Marketing / Advertising / PR

Advisor
360° is the Autonomous Financial Platform for advisors, the only open ecosystem built around the complete advisor workday. Powered by a wealth operating system and a unified data fabric, Advisor
360° gives advisors the freedom to choose how they specialize, where they affiliate, and what technology powers their practice, all on a single connected platform they own. Advisor
360° weaves intelligence into every workflow, recommendation, and client interaction.

With support for banking, wealth, and insurance on one platform, Advisor
360° enables the holistic, personalized financial advice that modern clients expect—and the operational independence that modern advisors demand. Join us at a pivotal moment: we're a team of builders and innovators rearchitecting what a wealth management platform can be, and looking for people who want to help lead that next chapter.

This position is a hybrid role requiring (3) days a week onsite in our Needham, MA or NYC office.

Here’s What You’ll Do

Own the Advisor
360° brand, positioning, and go-to-market strategy across the wealth management ecosystem, ensuring consistent, differentiated messaging in a competitive fintech landscape.
Partner closely with Sales, Product & Engineering, and Client Success leadership to align marketing programs with revenue targets and the product roadmap.
Build, lead, and scale a high-performing marketing organization spanning brand, product marketing, demand generation, content, and PR/events.
Drive category leadership and thought leadership initiatives that position Advisor
360° as the technology partner of choice for broker-dealers and RIAs.
Develop and manage the marketing budget, allocating resources across channels to maximize pipeline impact and return on investment.
Architect an AI-native marketing function from the ground up—one where AI is the operating system for growth, not a bolt-on tool. Identify, integrate, and operationalize AI across the full marketing lifecycle, from lead scoring and audience segmentation to content generation, personalization, and campaign optimization.
Partner with data and growth teams to translate predictive models and enrichment data into sharp creative briefs and brand narratives—ensuring storytelling and precision targeting move as one system, not two.
Champion experimentation as a core discipline (rapid test-and-learn cycles, not annual campaign planning), driving continuous improvement in CAC, pipeline velocity, and marketing ROI.
Oversee corporate communications, PR, and analyst relations to strengthen Advisor
360°'s standing and visibility in the wealth tech space.
Champion customer and market research to inform product strategy, messaging, and competitive positioning.
Build and optimize a demand generation engine that consistently delivers qualified pipeline in partnership with Sales.
Represent Advisor
360° at industry conferences, with media, and with key strategic partners and clients.
Serve as a trusted advisor to the CEO and Executive Leadership Team on brand strategy, market positioning, and growth opportunities.
Establish and report on marketing KPIs and metrics that tie directly to pipeline, revenue, and brand health.

What You Bring To The Table

12+ years of progressive marketing leadership experience, including at least 5 years in a CMO or senior marketing executive role, ideally within fintech, wealth tech, or B2B SaaS.
A proven track record of building and scaling marketing functions that drive measurable pipeline and revenue growth.
Deep understanding of the wealth management, RIA, or broker-dealer ecosystem strongly preferred.
Experience developing and executing integrated marketing strategies spanning brand, product marketing, demand generation, content, and corporate communications.
Stron…