VP of Marketing

About Us

At Estate Guru, we are powering the transfer of wealth for millions of Americans on a single platform where families, advisors, and financial institutions’ incentives and roles are aligned. But we are more than a platform—we are the creators of a new estate planning and wealth transfer category serving thousands of clients. Building a category takes grit, determination, and a love for extraordinary thinking—but, most of all, it requires close-knit, high-functioning teams with an unwavering dedication to serving our customers.

Our future team members are like our customers—tired of the ordinary, wary of traditional thinking, and morally conscious about those who take too much and provide too little value. Joining our team means committing to laying the foundational pieces of excellence: merit, execution, relentless pursuit of better, and deep self-accountability. We don’t shout orders from behind the walls of an ivory tower; we lead the charge from the front line. If you’re looking to be in the thick of innovation and not make excuses for the status quo, then you’ve come to the right place. Mind your footing, though—our work is not about balance; it’s about excellence.

About the Role

We are seeking an experienced marketing and people leader to first build and lead a team of high-performing marketers who drive GTM strategy for all product lines across the business. In this leadership role, you will drive the GTM strategy (including pricing, positioning and packaging) and align our product portfolio into our GTM approach. You will be the expert on our customer needs, drive messaging and positioning strategy, influence the product roadmap with customer and competitive insights, and orchestrate the production of compelling content and enablement across the organization.

Key Responsibilities and Leadership

• Develop and execute comprehensive marketing strategies, including branding, positioning, and go-to-market plans with both paid and organic marketing mix
• Oversee digital marketing initiatives, including website management, SEO/SEM, email marketing, and content marketing
• Drive lead and demand generation strategies into campaign, continuously measuring results
• Working closely with the company's sales team; enabling them to meet their sales objectives by providing them with appropriate leads, tools, and content
• Run integrated marketing campaigns with sales to drive outbound pipeline growth using various strategies such as account-based marketing, targeted events, and content syndication
• Work closely with the company's sales team; enabling them to meet their sales objectives by providing them with appropriate leads, tools, materials and presentations
• Analyze the company’s market trends, landscape, and customer needs to inform product positioning and content marketing strategy
• Work closely with product and design teams to define marketing materials and programs across all new and existing offerings
• Set, monitor, and manage KPIs, targets, and budgets
• Board and investor reporting on go to market milestones and impact
• Maintain effective internal communications to ensure that all relevant company functions are kept informed of marketing objectives.
• Guiding the day-to-day activities of the marketing team ensuring that the marketing objectives are implemented and met in a timely manner.
• Hire and mentor a high-performance marketing team “Lead, mentor, and grow a high-performing marketing team, fostering a culture of creativity, collaboration, and accountability.”
• Work closely with the CEO and sales team on iterating and improving the GTM process “Collaborate with sales, product, and other departments to ensure alignment in messaging, customer experience, and revenue objectives.”
• Feedback to the product team for improvements and help shape the product
• Architect a marketing function that will be scalable across cycles and company stages
• Work closely with the CPO, CTO and implementation team in creating client feedback processes from sales efforts to enhance product
• Learn: Our team embodies customer-obsessed value by learning from the front and remaining attuned to our clients’ needs. You will leverage the learnings from their conversations with clients to build processes and programs that help make our clients’ and people’s lives easier.
• Scale: The scale of our ambition is vast, and we are constantly enhancing existing products and offering new products to our suite of Platform services. You will evaluate the competitive landscape, find product-market fit, and make strategic decisions as we strive to offer the best range of services to our customers.

Qualifications

• 10-12 years of marketing leadership at a fast growing company, including 5 years of team management experience.
• Prior experience in leading a marketing team, specifically around positioning, messaging, pricing, and competitive strategy.
• Significant experience in B2B and/or B2B2C technology marketing with experience positioning to business decision makers, technical audiences and lay consumers.
• Strong technical depth and ability to learn quickly, balanced with sharp business sense.
• People-focused leader with proven ability to build creative, collaborative teams; develop people; and link performance to overall business objectives.
• Excellent collaboration and organization skills, excelling at both high-level thinking and execution as well as influencing and inspiring others to achieve a common goal.
• Exceptional written and verbal communication skills. This role demands someone who is gifted in their ability to use the spoken and written word to communicate effectively with all stakeholders.
• BS/BA degree in Marketing, Business, Engineering, or related field

Why we are excited about you:

• Passionate about building a company and pride in what you create and the results you deliver
• Ability to work independently and without day-to-day guidance
• Raw hunger to create lasting value for clients and company
• Meritocratic approach to managing self and teams
• High degree of personal discipline, responsibility and discipline
• Clear and timely communicator and the ability to formulate an argument based on data
• Strong analytical skills in looking at campaign performance
• Creative, problem-solving, and results-driven mindset
• Likely you will be an adaptable, iterative thinker who is constantly learning
• Curious, innovative, and confident in your abilities to drive change

We are primarily looking for candidates living in Utah or are happy to relocate to Utah.

Benefits & Compensation:

• Competitive salary and performance-based bonuses
• Comprehensive health, dental, and vision insurance
• Generous PTO and paid holidays
• Professional development opportunities

The Estate Guru Hybrid Work Model: Our hybrid work model is simple: we all gather in the office two days a week with the option/understanding that a 3rd day can be added at any time as your team needs. Mondays and Thursdays, plus one day that can be selected by your organizational leader. These purposeful in-person days help us do our best work and harness the power of collaboration and innovation. For the rest of the week, work where you want, owning the integration of work and life.

Estate Guru is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic.

Applicants in the United States of America have rights under Federal Employment Laws:Family & Medical Leave Act,Equal Opportunity Employment,Employee Polygraph Protection Act