Director of Digital Marketing

Description

The Company

YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research, proposal generation, and client communication tools that transform complex financial data into clear visuals and actionable insights.

For nearly a decade, YCharts has been recognized on the Inc. 5000 Fastest Growing Companies list — a testament to our sustained growth, strong culture, and industry-wide impact. Thousands of leading RIAs, asset managers, and broker-dealers use YCharts to turn data into decisions, insights into action, and client conversations into growth.

The Position

This is a senior, hands-on role. You'll set YCharts' inbound strategy and own execution: making the calls, reviewing the details, and rolling up your sleeves to deliver it. You have an established group of internal and external partners to support the initiatives. You'll own a core growth number, set priorities with Marketing, Sales, Product and Engineering, and represent digital marketing in company planning.

The role exists to build and scale YCharts' inbound engine. That means growing qualified traffic from search, AI answer engines, and paid channels, and turning it into leads and demos for our sales team. Success means a technically sound, high-converting website and an inbound program that grows with predictability, in close alignment with the sales and marketing teams who depend on it.

We're looking for someone who is data-driven, energized by experimentation and organization who can move scrappily to find what works and then build the systems that let it scale.

Your Partners & Resources

You won't be building this alone. From day one, you'll have teams to support you:

• Paid media & SEO agency that runs paid search, social, and display and provides SEO strategy support.
• Product & Engineering partnership on product-aligned pages, site infrastructure, and technical SEO fixes.
• External WordPress technical support for marketing-site development, templates, and performance.
• Marketing Operations support for HubSpot forms, integrations, lead routing, and reporting.
• An internal design team for landing pages, site updates, and ad creative.
• A Content team that executes editorially against the SEO and AEO priorities.

Key Responsibilities

• Inbound strategy: Own the inbound marketing strategy and the top-of-funnel number, which covers organic, AI-search, and paid traffic and the volume and quality of inbound MQLs. It's measured against a channel forecast shared with Sales.
• SEO & AEO: Set search and answer engine optimization strategy so that YCharts ranks for priority topics and is the source cited in AI-generated answers when advisors research.
• Content strategy alignment: Align with the Content team priorities (topic clusters, target questions, briefs, and refresh opportunities) and measure which content earns rankings, AI citations, and conversions.
• Conversion & site performance: Lead funnel strategy from first visit to demo or free trial across WordPress and HubSpot landing pages. Over time, create disciplined testing program to optimize conversion to demo.
• Paid media: Direct the agency's strategy, budget allocation, and test plans across paid search, social, and display, and hold the program accountable for lead quality and demo conversion rather than clicks or volume.
• Sales & marketing alignment: Partner with Growth Marketing, Marketing Ops, and Sales leadership on MQL criteria, routing, and feedback loops so inbound leads convert to demos. Support Demand Gen's account-targeted programs with paid media and site capabilities.
• Measurement: Define inbound KPIs and an operating rhythm, with reporting built alongside Marketing Ops on the company's shared attribution model.

Requirements

Qualifications & Experience

• 8+ years of digital or growth marketing experience in high-growth B2B SaaS, ideally fintech or financial services, including 3+ years leading SEO and paid programs against a traffic or pipeline target.
• A proven record of building and scaling an inbound program, with quantifiable growth in traffic, leads, and pipeline.
• Deep technical and content SEO expertise, and a working point of view on how AI answer engines select and cite sources and how to measure visibility in them.
• Strong technical fluency: you can review audits and Search Console data and write clear requirements for engineers and developers. Hands-on coding is not required.
• Experience directing agencies and external partners, including paid media across Google Ads, LinkedIn, with accountability for budget and lead quality.
• Working experience with HubSpot, WordPress, GA4, Search Console, and an SEO platform such as Semrush, Ahrefs, or Conductor.
• Comfort moving between strategy and execution. You're scrappy enough to ship quickly and disciplined enough to build systems that scale.
• Strong cross-functional partnership skills across Product, Engineering, Design, Content, Demand Generation, and Sales.
• Bachelor's degree in Marketing, Business, Communications, or a related field, or equivalent experience.

Benefits & Perks

• 100% employer-paid health, dental, and vision insurance.
• 401(k) match to support your financial future.
• Opportunities for internal mobility and cross-functional collaboration.
• Flexible time off, vacation days, sick days, and a celebration day.
• Paid parental leave to support work-life balance.
• Professional development stipend to help you grow in your career.
• Hybrid work schedule with flexibility to work both in-office and remotely.
• Summer hours so you can enjoy more sunshine.
• Recognition programs to celebrate contributions and milestones.
• Modern, centrally located offices stocked with premium snacks, coffee, beverages and weekly lunch credits to fuel your day.
• Regular team events, celebrations, and company-wide gatherings that keep our culture connected and collaborative.

Compensation

At YCharts, we are committed to pay equity and transparency in all locations, including compliance with local pay disclosure requirements: the Total Cash Compensation range is $150,000-185,000 USD inclusive of bonuses and variable compensation. The starting salary will be determined based on skills and experience.

Why Join YCharts

YCharts is more than a fintech company—we're a team driven by curiosity, collaboration, and people-first leadership. We believe innovation thrives in an environment where ideas are heard, growth is supported, and impact is measurable.Our award-winning culture reflects that commitment:

• Inc. 5000 Fastest Growing Companies (nearly a decade running)
• Crain's Best Places to Work in Chicago
• Inc. Best Places to Work
• Built In Chicago Best Places to Work
• American Banker Best Fintechs to Work For

At YCharts, you'll do meaningful work, grow alongside a talented team, and see the results of your impact every day.

YCharts is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive, equitable environment for all employees.

Be part of the team transforming how the wealth management industry makes and communicates investment decisions.