Job Description

Marketing Manager - ABM & Lending

Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to more fully serve their clients and achieve better outcomes. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can't easily access today through beautiful, scalable, and easy-to-use technology.

Today, we work with over 900 RIAs that collectively represent more than $1.6T in assets under management across two productsFlourish Annuities and Flourish Cashand with our recent acquisition of Sora Finance, we'll be adding a lending offering in 2026. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.

Read on if you are interested in joining a small, highly-collaborative, rapidly-growing startupbacked by the support and stability of a Fortune 500 company.

About You

You are an experienced marketer with both B2B and B2C experience who loves taking campaigns from strategy and ideation through delivery and optimization. You start with the data as a guidepost and are constantly looking for ways to measure and improve results. You are a steward for the brands you work on and understand that quality of execution matters. You combine an eye for detail with high standards and are always growth-minded. You're flexible and like working in an environment where every day is different and priorities can fluctuate based on business needs. You thrive on the energy of a startup but appreciate stability and professionalism. You love to collaborate across teams and functions and appreciate that feedback leads to a better final product. You have taken a brand from early stages to launch and growth stage.

You understand that we operate within a highly-regulated environment and all marketing will need to adhere to compliance guidelines and approval processes.

About the Role

We are seeking a Marketing Manager with strong experience in account-based marketing, large account activation, and financial services marketing, especially within the wealth management or finance/fintech sectors to report to our head of Flourish Cash marketing. The ideal candidate will have a proven track record of launching a new product line within an existing or new brand as well as driving engagement and growth within targeted accounts, paired with a deep understanding of the financial services landscape. You will work on two key programs: as the lead marketer for our recently acquired mortgage platform and running programs to activate large accounts for our flagship product, Flourish Cash.

Working across the Flourish organization with Sales, Data, Product, Design, Engineering and Compliance, you'll oversee all aspects of lending and ABM marketing programs from messaging strategy through to final approval and launch. This includes web and landing pages, fact sheets, emails, direct mail, banner campaigns, webinars and other activations. As the lead marketer you'll coordinate deliverables across teams, ensure consistency in messaging, and drive collaboration and iteration to create effective, impactful, measurable programs. Experience in mortgage marketing, wealth management, and wealthtech are ideal. Exposure to the technology sector, particularly fintech, is highly desirable.

Principal Responsibilities

• Lead marketing for Flourish lending solution from the ground-up to launch and beyond
• Create messaging strategy and get buy-in from other stakeholders
• Work with content and design teams to develop all foundational collateral including web pages, fact sheets, thought leadership content and emails
• Post-launch, continue to own and manage lending driving new initiatives and programs
• Develop and execute account-based marketing strategies targeting key wealth management firms and coordinated with sales motions for key accounts
• Lead initiatives to activate and engage large accounts, fostering long-term relationships
• Collaborate with events team to ensure lending products are well represented at events
• Create and implement marketing campaigns to support both key accounts and mortgages
• Collaborate with sales and product teams to ensure marketing efforts are aligned with business goals
• Analyze marketing data and performance metrics to optimize campaigns and strategies
• Stay current with industry trends and the competitive landscape within the financial services sector

Minimum Qualifications

• Bachelor's degree or equivalent working experience.
• 7+ years of marketing experience, with a focus on account-based marketing and large account activation.
• Proven experience in marketing to wealth management firms.
• Familiarity with mortgage products and marketing is a plus.
• Experience in the financial services industry is required.
• Experience in a technology company, particularly fintech, is highly desirable.
• Strong analytical and problem-solving skills.
• Excellent communication and presentation skills.
• Experience with CRM and marketing automation tools, Hubspot preferred.
• Due to the nature of this position, as part of the background check process, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.

At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.

Base Salary Range: $124,800 - $163,800 plus bonus

Disclosures:

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

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