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Farther FinanceFarther FinanceHybrid - New York, NY

Marketing Manager, Enterprise & Strategic Segments

Marketing Manager responsible for segment strategy, lead generation campaigns, content, and sales enablement materials focused on HNW/UHNW clients, 401k sponsors, and institutional audiences in wealth management. Requires 5-8+ years of financial services marketing experience with hands-on execution and cross-functional collaboration.

Salary not listed
Hybrid5+ YOEGrowth Marketing

About the role

Your Impact

  • Define and continuously refine segment positioning, messaging, and value propositions for HNW, UHNW, 401k plan sponsors, and institutional audiences.
  • Actively participate in and enhance Farther's overall content strategy, ensuring segment needs are integrated into corporate and Advisor Marketing plans.
  • Build and execute integrated HNW and institutional marketing plans and targeted digital campaigns that generate qualified leads and support conversion.
  • Design, launch, and iterate multi-channel online campaigns (email, webinars, digital content), including AI-powered, automated drip journeys.
  • Create scalable sales and advisor enablement materials (decks, one-pagers, playbooks, email templates, event-in-a-box kits).
  • Serve as the marketing point of contact for institutional sales materials, elevating RFP-related content and presentations.
  • Stand up a practical operating rhythm in the first 90 days, grounded in clear KPIs and reporting.

Requirements

  • Proven track record as a hands-on marketer who can both set segment strategy and personally execute campaigns, content, and sales materials (comfortable with a 70% execution / 30% strategy split initially).
  • Results-driven mindset and fluency in linking marketing performance directly to core business outcomes (lead volume, conversion rate, revenue, and AUM).
  • 5-8+ years of marketing experience in financial services, wealth or asset management, or a closely related environment, with direct exposure to HNW/UHNW and/or institutional audiences.
  • Strong experience in sales enablement and go-to-market support, including building persuasive pitch materials.
  • Working knowledge of how to leverage marketing automation (e.g., for segmentation, personalization, send-time optimization, and automated drip journeys) and ability to design and manage AI-enabled drip campaigns at scale.
  • Collaborative, organized, and comfortable leading cross-functional initiatives with Advisor Marketing, Corporate/Brand Marketing, Product, Investment Strategy, and institutional stakeholders (including moderate travel).

Nice-to-Haves

  • Working knowledge of HubSpot or similar platforms for using dashboards, lists, and reports, plus the ability to translate segment needs into clear requirements for marketing operations and admin partners.

Compensation and Benefits

  • Competitive comp package that rewards impact.
  • Full health benefits + 401(k) matching & Roth IRA options.
  • Unlimited PTO.

Skills

Marketing AutomationHubSpotSales EnablementContent StrategyDigital CampaignsAi-Powered CampaignsGo-to-Market StrategyRfp ResponseFinancial Services MarketingSegment Positioning
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