Sr. Marketing Program Manager

About the position

Altruist is the modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing — all in one streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone — but we can’t do it alone. We’re seeking exceptional talent to join our team. That’s where you come in! If you’re passionate about challenging the status quo and making a meaningful impact in the financial advice industry, we’d love to meet you!

Responsibilities

• Collaborate with and unify cross-functional teams, including sales, product, design, content, customer success, to manage the creation and execution of compelling, insights-driven go-to-market plans.
• Oversee the development and execution of integrated marketing campaigns and initiatives, including content creation, email marketing, social media, webinars, events, and advertising, to effectively reach and engage target audiences at a positive ROI.
• Monitor the review and approval process for marketing materials to ensure brand and regulatory compliance.
• Collaborate with internal stakeholders to define and track key performance indicators (KPIs) and drive progress toward departmental goals.
• Assist in defining, creating, and monitoring budgets for marketing campaigns and initiatives.
• Improve operational efficiency of growth initiatives to drive the performance and scale of the programs effectively.

Requirements

• 5+ years of experience working as Marketing Program Manager or in a go-to-market function at a B2B financial services, fintech, or SaaS organization.
• Proven track record leading cross-functional projects from inception to completion.
• Ability to identify process and organizational inefficiencies and drive improvements.
• Exceptional project management skills.

Nice-to-haves

• B.A. / B.S. degree in relevant fields such as Marketing, Business Administration, Communications, Advertising, etc.
• Technologically savvy and can easily get up to speed on modern tech stacks (i.e. Hubspot, Salesforce, Amplitude, Navattic, Wordpress, Figma).
• Strong communication skills and the ability to engage in intentional dialogue.
• Creative problem-solving skills.

Benefits

• Hybrid work schedule for most positions.
• Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX.
• Competitive pay, as well as equity for eligible positions.
• Premium healthcare, dental, and vision insurance plans.
• 401k savings plan with matching contributions and immediate vesting.
• Generous paid parental leave.
• Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
• Physical and emotional wellness programs.
• Company perks program including discounts on pet insurance, fitness, cell phone plans, entertainment and travel.
• Financial guidance program.