
51 - 200 employees
Founded 2015
💳 Fintech
☁️ SaaS
Fintech • SaaS
Boldin is a retirement and financial planning company (d/b/a NewRetirement, Inc. ) that provides a DIY SaaS planner, advisor services, and AI-assisted planning tools to help individuals model retirement scenarios and manage long-term finances. Its product (the Boldin Planner and PlannerPlus) offers interactive calculators and analyses — including taxes, Social Security, annuities, real estate, healthcare and long-term care costs, Monte Carlo simulations, cash-flow visualizations, and real-time monitoring — plus coaching, classes, and access to CERTIFIED FINANCIAL PLANNER® advisors. Boldin also offers enterprise-facing solutions for employers, plan providers, and financial institutions. The platform emphasizes personalized recommendations and educational resources but notes tools are informational and not a substitute for professional fiduciary advice.
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51 - 200 employees
Founded 2015
💳 Fintech
☁️ SaaS
Fintech • SaaS
Boldin is a retirement and financial planning company (d/b/a NewRetirement, Inc. ) that provides a DIY SaaS planner, advisor services, and AI-assisted planning tools to help individuals model retirement scenarios and manage long-term finances. Its product (the Boldin Planner and PlannerPlus) offers interactive calculators and analyses — including taxes, Social Security, annuities, real estate, healthcare and long-term care costs, Monte Carlo simulations, cash-flow visualizations, and real-time monitoring — plus coaching, classes, and access to CERTIFIED FINANCIAL PLANNER® advisors. Boldin also offers enterprise-facing solutions for employers, plan providers, and financial institutions. The platform emphasizes personalized recommendations and educational resources but notes tools are informational and not a substitute for professional fiduciary advice.
• Own Boldin’s brand strategy, voice, and point of view • Develop clear, compelling narratives that differentiate Boldin and resonate emotionally • Ensure consistency and clarity across all channels and touchpoints • Evangelize the idea that everyone should have a financial plan • Develop campaigns, ideas, and formats that spark conversation and cultural relevance • Turn Boldin into a brand people talk about, share, and advocate for • Identify and amplify moments that can create outsized impact • Lead and integrate Video, Social, PR, Classes, and potentially Content • Manage and develop the brand and marketing design function • Build repeatable systems for creating, testing, and scaling ideas • Own brand awareness, perception, earned traffic, direct arrivals, engagement, share of conversation, and funnel contribution metrics • Establish frameworks for measuring brand effectiveness; continuously test, learn, and improve • Partner with Growth, Product, Brand/Marketing Design, Content, Video, PR, and Social teams • Serve as a unifying force across teams and functions • Drive increased brand awareness, traffic, engagement, brand-driven conversion, breakout campaigns, and user trust in Boldin
• 8+ years of experience in brand, marketing, or growth leadership roles • Proven track record of building and scaling a brand with measurable impact • Experience leading multi-channel brand efforts (video, social, PR, content) • Strong understanding of how brand drives business outcomes • Experience managing and developing high-performing teams • Exceptional storytelling and communication skills • Familiarity with personal finance, retirement planning, or willingness to develop deep expertise quickly • Ability to balance long-term brand building with short-term performance • Able to communicate top down: take ideas from stakeholders and bring them directly to your team or a specific role with an actionable game plan
• Equity: early-stage options with real upside • Health, dental, and vision coverage • 401(k) with match • Flexible PTO / parental leave • Fully remote (US)
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