About this role
Overview
At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and access to top financial professionals to confidently navigate life’s financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money.
We’re not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisions—leveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, you’ll have the opportunity to solve complex challenges, push the boundaries of what’s possible, and create tools that truly make a difference.
Our impact has been recognized globally. Backed by top fintech VCs including Barclays, Anthemis, and Nyca, Addition Wealth has been named one of Business Insider’s 54 Promising Fintech Companies to Watch, honored with UBS’ Female Founder Award 2023, and selected as a World Economic Forum Top Innovator. We’ve also been featured in Bloomberg, TechCrunch, Insider, Forbes, and other leading publications. Together, we’re building something extraordinary—and we’re just getting started.
What You'll Do
- Own regular, ongoing engagement with end users across email, direct mail, and other lifecycle channels
- Plan and execute consumer marketing campaigns from strategy through launch and post-campaign analysis
- Partner with Product on go-to-market for new features and product marketing initiatives, including positioning, messaging, and launch plans
- Build and manage lifecycle/email marketing programs -- onboarding, activation, retention, and re-engagement flows
- Develop and test offline tactics as part of an integrated engagement strategy
- Segment and target end users based on behavior, product usage, and lifecycle stage
- Report regularly to the CMO on campaign performance, engagement metrics, and program impact
- Continuously test, measure, and optimize tactics to improve engagement and retention outcomes
- Collaborate with Client Success and partner teams to ensure end-user communications reflect each white-label partner's brand and requirements
What You'll Bring
- 5-8 years of consumer or product marketing experience, ideally at a fintech, financial services, or consumer company
- Comfortable working with AI and modern marketing tools and excited to use the latest tech to move faster and work smarter
- Resourceful and ownership-driven, down to figure things out and get things done without a lot of hand-holding
- Expertise leveraging data to drive engagement and conversion
- Proven experience planning and running multi-channel campaigns
- Experience with direct mail or other offline/owned channels a strong plus
- Comfort working cross-functionally with Product, Growth, and Client Success teams
- Strong analytical instincts -- comfortable defining metrics, reporting on performance, and using data to guide decisions
- Excellent written communication skills; able to write and edit consumer-facing copy
- Experience marketing to end users within a white-label or B2B2C model is a plus
- A builder's mindset -- comfortable in a lean, high-ownership environment where you'll wear multiple hats
Perks and Benefits
- Competitive salary
- 401(k) & Employer Match
- Work from anywhere
- Health insurance & wellness benefits
- Equity compensation
- Generous parental leave
- Unlimited vacation
- Company offsites
- Unlimited access to financial professionals
Salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target salaries for the position across all US locations. Individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. The salary range reflects the base salary only.