Chief Marketing Officer

Responsibilities

• Own the Advisor360° brand, positioning, and go-to-market strategy across the wealth management ecosystem, ensuring consistent, differentiated messaging in a competitive fintech landscape.
• Partner closely with Sales, Product & Engineering, and Client Success leadership to align marketing programs with revenue targets and the product roadmap.
• Build, lead, and scale a high-performing marketing organization spanning brand, product marketing, demand generation, content, and PR/events.
• Drive category leadership and thought leadership initiatives that position Advisor360° as the technology partner of choice for broker-dealers and RIAs.
• Develop and manage the marketing budget, allocating resources across channels to maximize pipeline impact and return on investment.
• Architect an AI-native marketing function from the ground up—one where AI is the operating system for growth, not a bolt-on tool. Identify, integrate, and operationalize AI across the full marketing lifecycle, from lead scoring and audience segmentation to content generation, personalization, and campaign optimization.
• Partner with data and growth teams to translate predictive models and enrichment data into sharp creative briefs and brand narratives—ensuring storytelling and precision targeting move as one system, not two.