Role Description
Reporting directly to the CEO, we are seeking a senior marketing leader with a rare blend of strategic vision and executional drive to accelerate Vest's brand evolution and scale our marketing impact to match our market position. This role spans the full scope of marketing, from product launches to brand strategy, with the opportunity to build and lead a growing team.
This is a chance to shape how Vest shows up in the world, not just execute against a playbook someone else wrote. You'll join a culture where bold thinking is rewarded and execution matters, blending Wall Street rigor with Silicon Valley ingenuity.
What You'll Do
-
Brand & Narrative Strategy
-
Evolve and amplify the Vest brand architecture, voice, visual identity, and positioning to drive expanded market reach and relevance.
-
Frame Vest as the firm that brings precision, clarity, and access to modern portfolios, not just another asset manager.
-
Lead the creation of distinctive brand assets and storytelling frameworks that elevate Vest beyond product-level marketing.
-
Develop a clear point of view for Vest that differentiates us from traditional asset managers and resonates with advisors navigating uncertainty.
-
Scale brand reach through strategic distribution, turning Vest's established foundation into omnipresent category leadership through content syndication, viral-ready campaigns, and systematic channel expansion.
-
Thought Leadership & Content Engine
-
Systematize existing thought leadership into high-velocity content production that drives consistent multi-channel engagement.
-
Build a content engine using modern channels, including podcasts, LinkedIn/YouTube shorts, live panels, and newsletters.
-
Develop an engagement and distribution strategy that leverages data, storytelling, and platform-native formats to grow Vest's audience organically and authentically.
-
Establish efficient content production models (editorial calendars, contributor workflows, idea pipelines) that keep Vest top of mind.
-
Create a founder-forward narrative that leverages the CEO's and leadership team's expertise as a competitive advantage.
-
Campaign & Growth Execution
-
Lead integrated campaigns across digital, social, events, and linear engagement with a startup mindset: test quickly, iterate fast, measure rigorously.
-
Collaborate with product, distribution, and sales teams to align brand efforts with business growth goals and partner positioning.
-
Coordinate with legal and compliance teams to find creative solutions for building the brand while complying with federal securities laws.
-
Own metrics around brand awareness, thought leadership reach, advisor and partner engagement, and inbound interest.
-
Team & Culture Leadership
-
Lead and scale a high-performing marketing organization, with the opportunity to build out the function as Vest's growth demands.
-
Partner seamlessly with the existing marketing team, integrating brand-level storytelling with established product marketing and educational content engines.
-
Foster a culture of creativity, experimentation, and first-principles thinking.
-
Hire external talent and freelancers as needed, building a lightweight ecosystem of creators instead of traditional agency overhead.
-
Partner directly with the CEO to translate Vest's technical innovation and derivative expertise into accessible, compelling market narratives that drive business impact.
Qualifications
-
10+ years of marketing and brand experience with proven success, ideally in financial services, fintech, or high-growth companies.
-
A demonstrated track record of scaling brand visibility from strong foundation to market leadership.
-
Proven ability to achieve massive organic reach and brand awareness through smart distribution, content strategy, and growth marketing.
-
Exceptional story-crafting and writing ability.
-
Deep familiarity with modern media formats (podcasts, social short-form video, newsletters) and digital engagement strategies.
-
Hands-on experience executing in these channels and understanding what drives audience and industry engagement.
-
A collaborative, agile mindset, comfortable building and accelerating the playbook.
-
Strong leadership and team-building skills with a bias for execution and results.
What Success Looks Like
-
Brand Visibility & Authority
-
Vest becomes widely recognized as the go-to brand for defined outcome investing and derivatives-enabled portfolio solutions.
-
Vest achieves top-tier share of voice in the "defined outcome investing" and "derivative-based investments" categories.
-
Vest becomes the definitive reference point of derivative-based investing.
-
Business Impact
-
The marketing function drives measurable inbound interest, partner engagement, and advisor interactions.
-
Marketing generates qualified inbound partnership inquiries with clear attribution to brand efforts.
-
Vest thought initiatives are regularly cited and referenced in advisor and industry media.
-
Brand awareness initiatives show clear correlation to pipeline development, partner engagement, and AUM growth.
-
Operational Excellence
-
A lean, high-impact marketing engine delivers content, engagement, and growth without heavy agency reliance.
-
Flagship thought leadership initiatives launch and become industry reference points.
Benefits
-
401(k) with matching contribution
-
Competitive medical, dental, and vision coverage for you and your dependents
-
Remote-first company
-
Flexible PTO
-
Paid parental leave
-
Quarterly performance bonuses
Equal Employment Opportunity Statement
We are an Equal Opportunity Employer and are committed to creating an inclusive workplace. All qualified applicants and employees will receive consideration for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, disability, genetic information, marital status, veteran or military status, or any other status protected by applicable federal, state, or local law.