Head of RIA Segment Marketing

At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do. We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management. As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. Join us, and be part of a company that's not only moving fast—but making it count. This role can be remote or hybrid onsite 3 days a week in our Needham, MA location. We’re looking for a Head of RIA Segment Marketing to own and build Advisor360°’s RIA marketing motion from the ground up. This isn’t a role for a campaign executor or a brand steward — it’s for a builder who can figure it out, from positioning to pipeline. You’ll blend a deep understanding of the RIA advisor digital technology ecosystem with sharp storytelling and demand creation instincts, helping us define how Advisor360° shows up in the RIA market segment. You’ll operate in an environment where products and technology are evolving, messages are being written, and infrastructure is minimal — and that’s exactly how you like it. You’ll analyze, test, create, and iterate in real-time, helping us turn insights into strategy and strategy into market traction. Here’s What You’ll Do: Own the RIA Market Narrative Define how Advisor360° speaks to the RIA audience — shaping our story, tone, and positioning from first principles. Translate complex platform capabilities into simple, credible, and resonant value propositions. Position Advisor360° alongside preferred applications to articulate the ideal Advisor Experience for different RIA audiences. Identify RIA use cases and clearly articulate Advisor360°’s competitive differentiation. Be the internal voice of the RIA buyer, bringing market empathy and clarity to cross-functional conversations. Create Compelling Content and Thought Leadership Produce and guide content that resonates with RIAs — think: point-of-view articles, ecosystem insights, case studies, and product storytelling. Partner with Product, Sales, and Leadership to align messaging and support key launches and pitches. Elevate Advisor360°’s voice in industry conversations — sharing the Advisor Experience powered by an AI-native wealth operating system. Serve as the external market representative for our RIA offering (speaking at industry events, webinars, etc.). Build and Run Go-to-Market Experiments ( partnering with functional marketing teams ) Design and execute lean, high-impact campaigns across digital, events, and content to drive awareness and engagement. Measure what works (and what doesn’t) — optimizing in real time using performance data, feedback loops, and creativity. Develop and test early demand-generation strategies, including content journeys, email sequences, webinars, and small-format events. Drive Pipeline and Market Impact Working in partnership with the Demand Generation Team, define and own marketing-generated pipeline targets within the RIA segment, ensuring consistent contribution to revenue goals. Build repeatable, scalable programs that convert awareness into qualified opportunities. Partner closely with Sales and Product Marketing to ensure alignment from positioning through pipeline. Use data-driven insights to guide investment decisions and go-to-market prioritization. Drive Market Insight and Strategic Alignment Continuously analyze the competitive landscape — identifying whitespace, threats, and opportunities. Feed insights back into product strategy, go-to-market, and leadership decisions. Help shape how we measure success and evolve our strategy as we scale from zero to one. What You Bring to the Table: 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). Preferred 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. Why You’ll Love Working Here: It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect: Why You’ll Love Working With Us: We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day. Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other. The estimated base salary range for this position is $197,000-$230,000 + bonus & equity. Advisor 360 provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications. Additionally, Advisor360 leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360 reserves the right to modify this information at any time, subject to applicable law. While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time. To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes. Advisor360 will only communicate with a job applicant directly from an @advisor360.com email address and will never conduct an interview in a chatroom forum. During an interview, Advisor360 will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact Advisor360 at [email protected]