Chief Marketing Officer

Advisor360° • Needham, MA

1d

About The Position

Own the Advisor360° brand, positioning, and go-to-market strategy across the wealth management ecosystem, ensuring consistent, differentiated messaging in a competitive fintech landscape. Partner closely with Sales, Product & Engineering, and Client Success leadership to align marketing programs with revenue targets and the product roadmap. Build, lead, and scale a high-performing marketing organization spanning brand, product marketing, demand generation, content, and PR/events. Drive category leadership and thought leadership initiatives that position Advisor360° as the technology partner of choice for broker-dealers and RIAs. Develop and manage the marketing budget, allocating resources across channels to maximize pipeline impact and return on investment. Architect an AI-native marketing function from the ground up—one where AI is the operating system for growth, not a bolt-on tool. Identify, integrate, and operationalize AI across the full marketing lifecycle, from lead scoring and audience segmentation to content generation, personalization, and campaign optimization. Partner with data and growth teams to translate predictive models and enrichment data into sharp creative briefs and brand narratives—ensuring storytelling and precision targeting move as one system, not two. Champion experimentation as a core discipline (rapid test-and-learn cycles, not annual campaign planning), driving continuous improvement in CAC, pipeline velocity, and marketing ROI. Oversee corporate communications, PR, and analyst relations to strengthen Advisor360°'s standing and visibility in the wealthtech space. Champion customer and market research to inform product strategy, messaging, and competitive positioning. Build and optimize a demand generation engine that consistently delivers qualified pipeline in partnership with Sales. Represent Advisor360° at industry conferences, with media, and with key strategic partners and clients. Serve as a trusted advisor to the CEO and Executive Leadership Team on brand strategy, market positioning, and growth opportunities. Establish and report on marketing KPIs and metrics that tie directly to pipeline, revenue, and brand health.

Requirements

• 12+ years of progressive marketing leadership experience, including at least 5 years in a CMO or senior marketing executive role, ideally within fintech, wealthtech, or B2B SaaS.
• A proven track record of building and scaling marketing functions that drive measurable pipeline and revenue growth.
• Deep understanding of the wealth management, RIA, or broker-dealer ecosystem strongly preferred.
• Experience developing and executing integrated marketing strategies spanning brand, product marketing, demand generation, content, and corporate communications.
• Strong executive presence with the ability to partner effectively with Sales, Product, and the CEO/ELT.
• A data-driven approach to marketing, with experience building and reporting on KPIs tied to pipeline and revenue outcomes.
• Proven experience building or scaling an AI-native marketing function—hands-on familiarity with AI-powered martech (generative AI for content and personalization, predictive lead scoring, marketing automation) and comfort partnering closely with data science/growth teams to operationalize it.
• A builder's mindset: you see growth and brand as an engineered system, not a series of campaigns—and you know how to lead a team of brand marketers, designers, and storytellers within that system.
• Experience building, developing, and leading high-performing marketing teams.
• Excellent storytelling, written, and verbal communication skills.
• Bachelor's degree required; MBA a plus.

Nice To Haves

• Deep understanding of the wealth management, RIA, or broker-dealer ecosystem strongly preferred.
• MBA a plus.

Responsibilities

• Own the Advisor360° brand, positioning, and go-to-market strategy across the wealth management ecosystem, ensuring consistent, differentiated messaging in a competitive fintech landscape.
• Partner closely with Sales, Product & Engineering, and Client Success leadership to align marketing programs with revenue targets and the product roadmap.
• Build, lead, and scale a high-performing marketing organization spanning brand, product marketing, demand generation, content, and PR/events.
• Drive category leadership and thought leadership initiatives that position Advisor360° as the technology partner of choice for broker-dealers and RIAs.
• Develop and manage the marketing budget, allocating resources across channels to maximize pipeline impact and return on investment.
• Architect an AI-native marketing function from the ground up—one where AI is the operating system for growth, not a bolt-on tool.
• Identify, integrate, and operationalize AI across the full marketing lifecycle, from lead scoring and audience segmentation to content generation, personalization, and campaign optimization.
• Partner with data and growth teams to translate predictive models and enrichment data into sharp creative briefs and brand narratives—ensuring storytelling and precision targeting move as one system, not two.
• Champion experimentation as a core discipline (rapid test-and-learn cycles, not annual campaign planning), driving continuous improvement in CAC, pipeline velocity, and marketing ROI.
• Oversee corporate communications, PR, and analyst relations to strengthen Advisor360°'s standing and visibility in the wealthtech space.
• Champion customer and market research to inform product strategy, messaging, and competitive positioning.
• Build and optimize a demand generation engine that consistently delivers qualified pipeline in partnership with Sales.
• Represent Advisor360° at industry conferences, with media, and with key strategic partners and clients.
• Serve as a trusted advisor to the CEO and Executive Leadership Team on brand strategy, market positioning, and growth opportunities.
• Establish and report on marketing KPIs and metrics that tie directly to pipeline, revenue, and brand health.

Benefits

• Competitive base salaries
• Annual performance-based bonuses
• Chance to share in the equity value
• Comprehensive health benefits, including dental, life, and disability insurance.
• Unlimited paid time off program

What This Job Offers

• Job Type: Full-time
• Career Level: Executive