Director, B2B Marketing

Capitalize • New York, NY

1d • $170,000 - $210,000 • Hybrid

About The Position

Capitalize is seeking a Director of Marketing to act as a force multiplier for their enterprise sales team. This role will own product marketing end-to-end, design and build marketing channels and enablement strategies for both enterprise and advisor segments, and drive an in-person and event strategy to accelerate deals and build trust. The position reports directly to the Chief Commercial Officer and sits at the intersection of sales, product, and marketing. Success will be measured by driving real business outcomes, including shorter sales cycles, higher win rates, sharper product launches, and pipeline generation from new segments. This is a critical role with the opportunity to build and lead a team as the company scales.

Requirements

• 7-10+ years in B2B marketing with depth in product marketing or building go-to-market programs for complex enterprise sales motions.
• Familiarity with a high-ACV, enterprise sales motion.
• Previous experience selling to or marketing to large, regulated buyers (e.g., financial services, insurance, healthcare, or enterprise HR/benefits).
• Sharp writer and storyteller capable of translating complex product details into buyer-friendly content.
• Fluent in the modern GTM stack and comfortable recommending new tools.
• Previous experience at an early-stage, high-growth startup is a plus.

Nice To Haves

• Background in retirement, wealth management, RIA/advisor, or benefits/401(k) space.
• Experience marketing to financial advisors specifically.

Responsibilities

• Lead go-to-market for new product launches and feature announcements to existing enterprise partners and prospects.
• Develop positioning and messaging for sophisticated, risk-averse financial services buyers.
• Own the narrative and proof points (case studies, ROI data, reference customers) for sales and partnerships teams.
• Track the competitive landscape and translate it into usable sales intelligence.
• Build content to support company narrative and product positioning (PR, newsletters, webinars, whitepapers, blog posts).
• Ensure the company website accurately and persuasively conveys core value propositions.
• Partner with the Chief Commercial Officer to build reusable assets for the enterprise sales toolkit (pitch decks, ROI/business case templates, competitive battlecards, objection-handling guides, security/compliance one-pagers).
• Collaborate with AEs and deal teams on active large-logo opportunities, tailoring materials for specific buying committees.
• Build 1:1 or 1:many ABM plays for key target accounts to shorten deal cycles and remove friction points.
• Run a lean, high-ROI events calendar including industry conferences, executive dinners, and partner co-marketing events.
• Manage speaking opportunities, sponsorships, and executive presence at key industry events.
• Measure events by pipeline influence and deal acceleration.
• Collaborate on the go-to-market strategy for reaching and converting financial advisors as a new demand source.
• Determine the right channel mix (content, webinars, advisor associations/networks, partner co-marketing, direct outreach) and build a testable plan for the advisor channel.
• Define success metrics and set initial hypotheses for the advisor channel strategy.
• Own how Capitalize shows up to enterprise buyers, partners, and the advisor community.
• Build out visual and verbal identity and develop a consistent voice and brand across all touchpoints.
• Manage corporate communications and social calendar to support company announcements, product updates, and narrative.

Benefits

• Compensation range: $170k-210k base salary, depending on experience.
• Hybrid work model based in New York City, with a requirement of at least three days per week in the office.
• Commitment to diversity, equity, and inclusion.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed