
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.
🔥 1 hour ago
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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 and grow Boldin’s social presence • Manage and execute posting across YouTube, Facebook, Instagram, TikTok, X, and LinkedIn • Develop and maintain a cross-platform content calendar aligned with brand, product, and growth priorities • Ensure consistency in voice, tone, and messaging across all channels • Write and produce posts that educate, inspire, and spark conversation • Translate financial concepts into clear, compelling, culturally relevant content • Identify and execute on trends, formats, and narratives that drive virality • Partner with video and design to create engaging short-form and long-form content • Actively manage comments, conversations, and community interactions • Build a sense of participation, not just broadcasting • Develop repeatable formats that encourage sharing, saving, and discussion • Track and improve key metrics: follower growth, engagement rates, reach, shares, saves • Test and iterate on formats, hooks, timing, and messaging • Identify platform-specific strategies to maximize performance • Work with Content Lead to translate editorial into social-native formats • Partner with Video Lead on YouTube and short-form video strategy • Coordinate with PR and Brand on campaigns, launches, and narratives • Align with Paid Marketing on amplification and testing • Support company leadership, amplifying thought leadership • Deliver weekly, monthly, and quarterly reports on traffic and funnel performance for social channels
• 4+ years of experience in social media, content, or growth roles • Proven track record of growing and managing social media accounts with measurable results • Experience creating or directing high-performing content across multiple platforms • Strong writing and storytelling ability • Experience working with video content (short-form and/or YouTube) • Deep familiarity with social analytics and performance optimization • Strong understanding of personal finance, retirement planning, or willingness to rapidly build expertise • Ability to collaborate across teams and functions • Comfort using AI tools to enhance content creation and workflow
• We want to be as inclusive as possible in our hiring process. If you don’t have 100% of what we’re looking for, but feel like you’re pretty close to growing into the role — please still apply. If a candidate has only 80% of the skills but a fantastic attitude and perspective, they might be the perfect fit. • Boldin values the unique perspectives and contributions of all individuals and we strive to foster a diverse and inclusive culture. We encourage applications from individuals of all backgrounds, including and not limited to people of any race, ethnicity, or national origin, individuals with differing abilities, members of the LGBTQ+ community, veterans, gender minorities, women and people from underrepresented communities.We are committed to providing reasonable accommodations for applicants with differing abilities throughout the recruitment process. If you require any accommodations, please let us know, and we will work with you to meet your needs. We are committed to fostering an environment where everyone can bring their authentic selves to work. If you are comfortable doing so we invite you to share your preferred pronouns in your application.
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💰 $750M Post IPO debt on 2025-08
⏰ Full Time
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