Director of Growth Marketing

Job Type

Full-time

Description

The Company

Building and executing a great investment strategy shouldn’t require a PhD or a million-dollar budget—it should be simple. As a leader in fintech and wealth-tech, YCharts empowers financial advisors, asset managers, and wealth managers with best-in-class investment research tools, data visualization, and sales enablement software.

Our cloud-based SaaS platform helps users make smarter investment decisions and communicate more effectively with clients. With an 8-time Inc. 5000 Fastest Growing Company honor, we’re a thriving growth-stage company serving top firms like John Hancock, TD Ameritrade, Fidelity, and Charles Schwab.

The Position

We’re looking for a Director of Growth Marketing to build and lead a demand generation and account-based marketing (ABM) strategy that drives pipeline growth and expands YCharts' presence among financial advisors and asset managers.

This role will own multi-channel campaigns and optimize the marketing funnel for conversion.

This is a high-impact leadership role where you’ll develop multi-channel growth marketing campaigns and optimize the marketing funnel to convert prospects into customers. You’ll collaborate closely with Sales, Product, and Customer Success to align marketing initiatives with business goals.

If you’re a data-driven, SaaS-experienced, and results-oriented growth marketer who thrives in a fast-moving environment and understands the wealth management and financial services industry, this role is for you.

What You’ll Be Doing

Demand Generation & ABM

• Develop, execute, and optimize multi-channel demand generation campaigns across paid media, ABM and content marketing.
• Own and scale YCharts' ABM strategy to target Enterprise, Institutional, and Key Partner accounts.
• Refine lead scoring and intent-based targeting to prioritize high-value prospects.
• Oversee paid media (LinkedIn, Google Ads, retargeting) to drive acquisition.
• Collaborate with our SEO Manager to integrate demand-generation campaigns with organic growth strategies.
• Collaborate with sales on strategies to monetize advertising and sponsorship opportunities.
  
  

Conversion Optimization & Sales Alignment

• Increase MQL-to-SQL conversion rates by refining lead nurturing sequences, engagement tracking, and sales handoffs.
• Optimize automation and segmentation using HubSpot, AdvisorTarget, and LinkedIn Sales Navigator.
• Optimize trial conversion strategies by reducing friction, improving onboarding, and enhancing product-led growth campaigns.
• Lead A/B testing for messaging, landing pages, signature banners and ad creatives to drive higher engagement and revenue impact.
  
  

Marketing Analytics & Performance Reporting

• Measure and report on KPIs (MQL growth, engagement, pipeline acceleration) to optimize marketing investments.
• Work with Marketing Ops to develop a growth marketing dashboard that provides real-time insights on lead generation, engagement scoring, and sales funnel performance.
  
  

Marketing Leadership & Team Development

• Manage and develop a growth marketing team, leading two direct reports (1 in position, 1 to be hired).
  
  

Qualifications And Skills

• 10 years of experience in B2B SaaS demand generation, growth marketing, or performance marketing.
• 5 years of experience leading and managing marketing teams.
• Strong writer and editor, with experience crafting compelling email marketing campaigns, nurture sequences, and sales enablement content tailored to financial advisors and asset managers.
• Proven success in scaling pipeline growth through paid media, SEO, organic, and ABM strategies.
• Experience with lead scoring and conversion rate optimization.
• Strong proficiency in HubSpot, Google Ads, LinkedIn ABM, and web analytics tools (Google Analytics, Looker).
• Knowledge of marketing automation, lifecycle marketing, and customer retention strategies.
• Experience with product-led growth, free trials, onboarding, and adoption campaigns.
• Strong stakeholder communication and leadership skills.
• Ability to collaborate cross-functionally with Sales, Product Management, and Customer Success to drive full-funnel marketing impact.
  
  

Benefits & Perks

• 100% employer-paid health, dental, and vision insurance.
• 401(k) match to support your financial future.
• 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.
  
  

In-Office Perks

• Weekly lunch credits to fuel your day.
• Premium beverages and snacks to keep you energized.
• Regular team events and activities to foster a fun and engaging culture.
  
  

Why Join YCharts?

We’re More Than a Fintech Company—we’re a Team That Values Innovation, Collaboration, And People-first Leadership. Our Award-winning Culture Speaks For Itself

• Inc. 5000 "Fastest Growing Companies"
• Crain’s "Best Places to Work in Chicago"
• Inc.’s "Best Places to Work"
• Built in Chicago’s “Best Places to Work”
• American Banker's "Best Fintechs to Work For"
  
  

At YCharts, your ideas matter, your growth is supported, and your impact is real!

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