
11 - 50 employees
đź Consulting
đĽ Healthcare
đ¸ Finance
đ° $4.2M Seed Round on 2022-02
Consulting ⢠Healthcare ⢠Finance
Addition Wealth is a financial wellness platform that provides inclusive and accessible financial expertise to individuals. The company is trusted by employers to empower employees in making informed financial decisions through personalized solutions. Their platforms offer support with budgeting, savings, employee benefits, paying down debt, retirement planning, tax support, home buying, education savings, and equity compensation. With their tech-forward approach, Addition Wealth provides digital tools that offer scenario and planning analysis, enabling employees to take actionable steps towards financial health. Employees are given free, unlimited access to certified financial advisors to discuss any financial topic, ensuring comprehensive support for a range of financial needs.
đ September 22
đ˝ New York â Remote
đľ $140k - $180k / year
â° Full Time
đ´ Lead
đĄ Marketing
đť Ghost score 20%
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11 - 50 employees
đź Consulting
đĽ Healthcare
đ¸ Finance
đ° $4.2M Seed Round on 2022-02
Consulting ⢠Healthcare ⢠Finance
Addition Wealth is a financial wellness platform that provides inclusive and accessible financial expertise to individuals. The company is trusted by employers to empower employees in making informed financial decisions through personalized solutions. Their platforms offer support with budgeting, savings, employee benefits, paying down debt, retirement planning, tax support, home buying, education savings, and equity compensation. With their tech-forward approach, Addition Wealth provides digital tools that offer scenario and planning analysis, enabling employees to take actionable steps towards financial health. Employees are given free, unlimited access to certified financial advisors to discuss any financial topic, ensuring comprehensive support for a range of financial needs.
⢠Own regular, ongoing engagement with end users across email, direct mail, and other lifecycle channels ⢠Plan and execute consumer marketing campaigns from strategy through launch and post-campaign analysis ⢠Partner with Product on go-to-market for new features and product marketing initiatives, including positioning, messaging, and launch plans ⢠Build and manage lifecycle/email marketing programs, including onboarding, activation, retention, and re-engagement flows ⢠Develop and test offline tactics as part of an integrated engagement strategy ⢠Segment and target end users based on behavior, product usage, and lifecycle stage ⢠Report regularly to the CMO on campaign performance, engagement metrics, and program impact ⢠Continuously test, measure, and optimize tactics to improve engagement and retention outcomes ⢠Collaborate with Client Success and partner teams to ensure end-user communications reflect each white-label partner's brand and requirements ⢠Report directly to the CMO and work closely with Product, Growth, and Client Success
⢠5-8 years of consumer or product marketing experience, ideally at a fintech, financial services, or consumer company ⢠Comfortable working with AI and modern marketing tools and excited to use the latest tech to move faster and work smarter ⢠Resourceful and ownership-driven, down to figure things out and get things done without a lot of hand-holding ⢠Expertise leveraging data to drive engagement and conversion ⢠Proven experience planning and running multi-channel campaigns ⢠Experience with direct mail or other offline/owned channels a strong plus ⢠Comfort working cross-functionally with Product, Growth, and Client Success teams ⢠Strong analytical instincts -- comfortable defining metrics, reporting on performance, and using data to guide decisions ⢠Excellent written communication skills; able to write and edit consumer-facing copy ⢠Experience marketing to end users within a white-label or B2B2C model is a plus ⢠A builder's mindset -- comfortable in a lean, high-ownership environment where you'll wear multiple hats
⢠Competitive salary ⢠401(k) & Employer Match ⢠Work from anywhere ⢠Health insurance & wellness benefits ⢠Equity compensation ⢠Generous parental leave ⢠Unlimited vacation ⢠Company offsites ⢠Unlimited access to financial professionals
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