Head of RIA Segment Marketing
$197,000–$230,000 year
Remote · New York City, New York, United States or US
Job Summary
The Head of RIA Segment Marketing will own and build the RIA marketing strategy at Advisor360°, focusing on defining the market narrative and positioning, creating compelling content, and leading go-to-market campaigns. This role requires deep expertise in the RIA advisory landscape, exceptional communication and leadership skills, and a strong background in data-driven marketing, particularly within the fintech or financial services sectors. The ideal candidate will have over 10 years of B2B marketing experience, including at least 5 years in the RIA space, and will be responsible for driving marketing-generated pipeline targets, analyzing market insights, and optimizing marketing strategies for maximum impact.
Required Qualifications
- 10+ years of experience in B2B marketing, with at least 5 years focused on RIAs or wealth management.
- Deep understanding of the RIA landscape, advisor personas, and industry challenges.
- Experience in FinTech, SaaS, or financial services.
- Strong track record of driving growth through data-driven marketing campaigns.
- Exceptional communication and leadership skills.
- Proficiency with CRM and marketing automation tools (e.g., Salesforce, HubSpot, Marketo).
- Bachelor's degree in Marketing, Business, or related field (MBA preferred).
Desired Qualifications
- Prior experience working at or marketing technology to RIAs.
- Deep understanding of RIAs and current advisor workflows and processes.
- Familiarity with regulatory/compliance considerations for marketing in financial services.
- Experience with account-based marketing (ABM) and demand generation strategies.
- Strong analytical mindset with the ability to translate metrics into actionable strategies.
Additional Requirements
- We are unable to sponsor or take over sponsorship for employment visas at this time.
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