Performance Marketing Manager - Remote Opportunity

About the Role

Join us as a Performance Marketing Manager in a remote capacity, where you will play a pivotal role in shaping the future of finance. Our mission is to democratize finance for all, and we are looking for bold thinkers and sharp problem-solvers to join our elite team. This is your chance to be at the epicenter of a historic cultural and financial shift.

What You'll Do

• Own performance and optimization for one or more paid marketing channels, improving cost per qualified lead and pipeline contribution.
• Develop and execute full-funnel campaigns focused on acquiring and engaging independent financial advisors.
• Design and run structured experiments across targeting, creative, messaging, and landing pages to improve conversion rates.
• Partner with Revenue and Growth Operations to align on lead quality definitions, funnel metrics, and closed-loop reporting.
• Analyze campaign performance across the advisor lifecycle and translate insights into actionable improvements.
• Collaborate with Creative and Content teams to test compliant messaging that meets regulatory and brand standards.
• Maintain department-level reporting, identify performance trends, and recommend areas for budget or strategy adjustments.
• Support budget tracking, forecasting, and finance operations related to paid performance marketing.

Requirements

• 4+ years of experience in performance or growth marketing with ownership of measurable pipeline or revenue goals.
• Experience activating and managing campaigns within a marketing technology stack (e.g., HubSpot, Salesforce Marketing Cloud, Marketo).
• Experience managing paid channels such as search, paid social, programmatic, or lead generation partners.
• Strong analytical skills with experience optimizing toward funnel and pipeline outcomes.
• Ability to operate in a regulated environment with strong attention to detail.
• Clear written and verbal communication skills with the ability to present performance insights to stakeholders.
• Experience in B2B or financial services marketing.
• Familiarity with long sales cycles and advisor-focused growth models.

Nice to Have

• Experience with CRM systems and marketing attribution tools.
• Experience using analytics and project management tools such as Google Analytics, Superset, or Jira.
• Securities exams preferred, but not required.

What We Offer

• Challenging, high-impact work to grow your career.
• Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching.
• Best-in-class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents.
• Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more.
• Employer-paid life & disability insurance, fertility benefits, and mental health benefits.
• Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!
• Exceptional office experience with catered meals, events, and comfortable workspaces.

If our mission energizes you and you’re ready to build the future of finance, we look forward to seeing your application.