Advisor360° · 4 days ago
Digital Marketing Manager
Advisor360° is a leading SaaS platform in the fintech space, focused on transforming wealth management operations. The Digital Marketing Manager will lead all outbound digital marketing efforts for Parrot AI, designing and optimizing campaigns across various channels to drive demand while collaborating cross-functionally with other teams.
Information TechnologySaaSSoftwareTrading PlatformWealth Management
Responsibilities
Develop and execute a comprehensive digital marketing strategy for Parrot AI, including:
Paid acquisition campaigns (Google Ads, LinkedIn, etc.)
Organic growth via SEO & content marketing (blogs, white papers, webinars)
Email marketing and drip campaigns to nurture trial users & leads
Social media campaigns (organic + paid) tailored to financial/advisory audiences
Partnerships, co-marketing, and industry events/webinars
Work with the Product Team to surface new features or capabilities that can be leveraged in marketing content or campaigns
Lead trial conversion efforts: onboarding flows, trial nurtures, feedback loops, showcasing case studies
Measure and analyze marketing metrics (CAC, LTV, conversion rates, trial to paid, etc.), report on performance, and use data to optimize spend and tactics
Manage budget, timelines, and vendor/agency partners as needed
Ensure all marketing is compliant and reflects Advisor360’s standards for security, privacy, and data governance (critical in this domain)
Qualification
Required
Bachelor's degree in Marketing, Business, Communications, or similar
7+ years in digital marketing, preferably in B2B SaaS, FinTech, or tools used by financial advisors / wealth management. Prior experience marketing AI tools is a plus
Strong track record of driving growth via digital channels: paid acquisition, SEO, content, email, social
Excellent writing skills, especially for technical / financial audiences
Data-driven mindset: comfort with analytics tools (Hubspot, Google Analytics, Semrush, etc.), A/B testing, dashboards, and using metrics to drive decisions
Ability to juggle multiple projects and collaborate across teams (Product, Sales, Legal/Compliance, Design)
Understanding of privacy, compliance, and security issues, especially in financial services
Self-starter attitude; creative problem solver; can bring new ideas and see them through
Benefits
Competitive base salaries
Annual performance-based bonuses
Chance to share in the equity value you and your colleagues create during your time with the company
Comprehensive health benefits, including dental, life, and disability insurance
Unlimited paid time off program
Company
Advisor360°
Advisor360° is a wealth management platform that streamlines advisor workflow, increases productivity and drives enterprise growth.
Funding
Current Stage
Late StageRecent News
2026-01-06
Morningstar.com
2025-10-31
Company data provided by crunchbase