Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 790,000 businesses and more than 2.75 million active savers, with over $57 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
Who Are We Looking For?
Vestwell is seeking a strategic, hands-on Channel Partner Marketer to lead marketing across Vestwell Workplace Savings partner segments: Enterprise (large financial institutions and recordkeeping partners), Advisor (RIAs, broker-dealers and independent advisors), and Special Markets (including Pooled Employer Plans). This partner-facing leader will turn channel strategy into programs that help partners sell, launch and grow with Vestwell.
You'll build scalable marketing programs tailored to each segment's buying motion: co-branded campaigns and joint go-to-market plans for enterprise institutions, practice-growth enablement for advisors, and sales enablement materials for PEPs and other specialty channels. You'll work closely with partnership sales, relationship management and product marketing to drive pipeline, sales enablement and partner engagement.
What Will You Be Doing?
Strategy & Leadership
- Own the annual and quarterly marketing plans for the Enterprise, Advisor and Special Markets (PEP) channels, aligned with partnership sales targets.
- Build joint go-to-market and co-marketing plans with large financial institution partners, including co-branded campaigns, launch programs and field enablement.
- Navigate partner brand, compliance, and approval processes to keep programs on schedule.
- Support executive business reviews and partner planning sessions with marketing performance and roadmap updates.
Integrated Campaigns
- Build and manage multi-channel marketing campaigns—including email, digital, content, and events—tailored to advisor and institutional partners.
- Ensure relevance and resonance with specific partner audiences while leveraging broader brand initiatives when appropriate.
- Measure and optimize program performance with clear KPIs aligned to business goals.
Partner Enablement
- Develop marketing toolkits, partner decks, sales collateral, and engagement strategies that help advisors and institutions communicate effectively with their clients.
- Translate thought leadership into actionable, channel-specific content that drives enrollment and retention.
- Act as a bridge between marketing, sales, and state/client success to align messaging and GTM strategies.
Client & Channel Support
- Build strong relationships with client-facing teams to uncover marketing needs and co-create impactful solutions.
- Represent marketing in external partner conversations, helping shape go-to-market plans and supporting partner-driven initiatives.
- Own the execution of partner-focused events, webinars, and sponsorships.
Measurement & Optimization
- Set channel KPIs (partner-sourced pipeline, plan launches, partner engagement, asset usage) and report on performance.
- Use data from Salesforce and HubSpot to optimize programs and prioritize investment.
Cross-Functional Leadership
- Act as the marketing lead for partnership sales and relationship management teams across all three channels.
- Manage agencies, vendors and freelancers; mentor a marketing manager as the team grows.
- Own partner-focused events, conferences, webinars and sponsorships.
Requirements
The Necessities
- 7–10 years in B2B marketing or Sale Enablement role, with at least 4 years in partner, channel or integrated marketing.
- Experience in developing sales and marketing materials for large financial institutions, advisor networks or other intermediated distribution.
- Track record of navigating co-marketing programs with enterprise partners, including navigating partner brand and compliance reviews.
- Experience managing agencies, vendors and cross-functional stakeholders; people management a plus.
- Ability to turn sales and partner needs into clear campaigns, toolkits and measurable programs.
- Strong writing, project management and stakeholder communication skills.
The Extras
- Background in retirement, wealth management or fintech, with knowledge of 401(k), PEP or state-facilitated savings programs.
- Familiarity with FINRA/SEC marketing rules and financial services compliance review.
- Proficiency with Salesforce, HubSpot, Asana, Google Suite, Figma and Excel.
- MBA or advanced degree in marketing, business or a related field.
This role will be based in the New York City office, and will be part of Vestwell's hybrid in-office operation.
The expected base salary range for this position is $125K - $140K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
Full-Time Employee Benefits
We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
Interview Process
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.
For your awareness you will only receive correspondence from [email protected] any other domain not ending in vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
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