Director, B2B Marketing

About Us

Capitalize is building critical infrastructure for the $20 trillion retirement savings market with scalable technology and a world-class team.

We’re bringing a digital, API-first approach to modernize the $1 trillion in retirement account transfers and rollovers that happen annually. By doing so, we’re helping the almost 20 million Americans who change jobs each year with a 401(k) do the right thing with their assets.

Our Enterprise offering includes a full suite of APIs used by leading financial institutions such as Robinhood, Morgan Stanley, SoFi, TIAA, and many more. Our Advisor offering helps wealth management firms and advisors leverage that same technology, helping end-users seamlessly find and consolidate their retirement savings into one account.

We’ve raised $35mm+ from leading venture capital investors including RRE Ventures, Canapi Ventures, Greycroft, and others, and we’ve been recognized as one of TIME’s 100 Best Inventions, one of the Most Innovative Companies in America by Fast Company, and by Forbes as one of the Top 50 Fintech Companies in the US for several years running.

We sell into some of the largest and most sophisticated enterprises in financial services. We're looking for a Director of Marketing who can act as a force multiplier for our enterprise sales team, own product marketing end to end, design and build out marketing channels and enablement strategy for both enterprise and advisors, and drive an in-person and event strategy that accelerates deals and wins trust.

This role reports directly to our Chief Commercial Officer and sits at the intersection of sales, product, and marketing. You'll be measured on driving real business outcomes, such as shorter cycles, higher win rates, sharper product launches, and pipeline from new segments.

We're looking for an athlete and a generalist: someone who can set the strategy across all of these areas and then get in and build it themselves. You'll own this function end to end, with a direct line to executive leadership, and real influence over how we win our biggest deals, launch our biggest products, and grow our business.

This is a critical role with room to grow: you'll have the opportunity to build and lead a team over time as the company and function scales.

• Lead go-to-market for new product launches and feature announcements to existing enterprise partners and prospects
• Develop positioning and messaging that holds up in front of sophisticated, risk-averse financial services buyers
• Own the narrative and proof points (case studies, ROI data, reference customers) that sales and partnerships teams pull from in every deal
• Track competitive landscape and translate it into usable sales intelligence
• Build out our content to support overall company narrative and product positioning and messaging (e.g. PR, newsletters, webinars, whitepapers, blog posts)
• Ensure that our company website accurately and persuasively conveys our core value props for key audiences

• Partner with the Chief Commercial Officer to build out reusable assets for the enterprise sales toolkit: pitch decks, ROI/business case templates, competitive battle cards, objection-handling guides, security/compliance one-pagers
• Collaborate with AEs and deal teams on active large-logo opportunities, tailoring 1:1 materials for specific buying committees or enterprise opportunities
• Build 1:1 or 1:many ABM plays for key target accounts that help shorten deal cycles and remove key friction points

• Run a lean, high-ROI events calendar: industry conferences (e.g., fintech, retirement/wealth), executive dinners, partner co-marketing events
• Manage speaking opportunities, sponsor ships, and executive presence at the handful of events that actually influence enterprise buying committees
• Measure events by pipeline influence and deal acceleration

• Collaborate on the go-to-market strategy for reaching and converting financial advisors as a new demand source: this is 0-to-1 work, not optimization of an existing channel
• Determine the…