Head of RIA Segment Marketing

Join to apply for the VP of RIA Segment Marketing role at Advisor360°.

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.

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.

Responsibilities

• 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.
  • Be the internal voice of the RIA buyer, bringing market empathy and clarity to cross‑functional conversations.
• Build and Run Go‑to‑Market Experiments
  • Design and execute lean, high‑impact campaigns across digital, events, and content to drive awareness and engagement.
  • Measure what works and optimize 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.
• Create Compelling Content and Thought Leadership
  • Produce and guide content that resonates with RIAs—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—converging data, AI, and advice.
  • Serve as the external market representative for our RIA offering—speaking at industry events and webinars.
• Drive Pipeline and Market Impact
  • 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 align 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.

Qualifications

• 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 to independent RIAs, custodians, TAMPs, or asset managers.
  • 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.

Compensation & Benefits

The estimated base salary range for this position is $255,000–$291,000 plus bonus and equity. Advisor360° offers competitive base salaries, annual performance‑based bonuses, comprehensive health benefits—including dental, life, and disability insurance—and an unlimited paid time off program. Additional equity opportunities are available for eligible candidates.

Equal Opportunity Employment

Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are 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.

We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.