Vest · 1 month ago
SVP - Marketing
United States
Full-time
Remote
Senior Level, Lead/Staff
10+ years expVest Financial is a rapidly growing investment management firm specializing in Target Outcome Strategies. They are seeking a senior marketing leader to accelerate the brand's evolution and scale marketing impact, leading campaigns and content strategies that enhance brand visibility and category leadership.
Asset ManagementCrowdfundingFinanceFinancial ServicesFinTechInsuranceRetirementTrading PlatformVenture Capital
Responsibilities
Evolve and amplify the Vest brand architecture, voice, visual identity and positioning across all strategy pillars (Buffer, Income, Growth, Financing) to drive expanded market reach and relevance
Frame Vest as the firm that brings precision, clarity and access to modern portfolios — not just another asset manager
Lead the creation of distinctive brand assets and storytelling frameworks that elevate Vest beyond product-level marketing
Develop a clear point-of-view for Vest that differentiates us from traditional asset managers and resonates with advisors navigating uncertainty
Scale brand reach through strategic distribution: Turn Vest’s established foundation into omnipresent category leadership through content syndication, viral-ready campaigns, and systematic channel expansion
Systematize existing thought leadership into high-velocity content production that drives consistent multi-channel engagement
Launch and manage high-impact thought initiatives
Build a content engine using modern channels: podcasts, LinkedIn/YouTube shorts, live panels, newsletters — minimizing reliance on conventional PR/creative agencies
Develop an engagement and distribution strategy that leverages data, storytelling and platform native formats (short video, interactive content) to grow Vest’s audience organically and authentically
Establish repeatable content production models (editorial calendars, contributor workflows, idea pipelines) that keep Vest top-of-mind
Create a founder-forward narrative that leverages the CEO’s and leadership team’s expertise as a competitive advantage
Lead integrated campaigns that span digital, social, events, and linear engagement — but with a startup-mindset: test quickly, iterate fast, measure rigorously
Collaborate with product, distribution and sales teams to align brand efforts with business growth goals and partner positioning
Coordinate with legal and compliance teams to find creative solutions to build the brand while complying with the nuances and restrictions of federal securities laws – demonstrating ability to push boundaries within regularity constraints
Own metrics around brand awareness, thought leadership reach, advisor/partner engagement and inbound interest with rigorous performance tracking and data-driven optimization
Manage and mentor the existing marketing team (2 direct reports), develop capability around content creation, social engagement and brand analytics
Foster a culture of creativity, experimentation, and first-principles thinking — favoring original insight and modern media execution
Hire external talent/freelancers as needed and build a lightweight ecosystem of creators instead of traditional agency overhead
Partner directly with CEO to translate Vest's technical innovation and derivative expertise into accessible, compelling market narratives that drive business impact
Qualification
Required
10+ years of marketing/brand experience with proven success, ideally in financial services, fintech, or high-growth companies –specifically in challenger brand or category-defining environments
Demonstrated track record of scaling brand visibility from strong foundation to market leadership -- especially through thought leadership, content and new-media rather than only traditional marketing vehicles
Proven ability to achieve massive organic reach and brand awareness through smart distribution, content strategy, and growth marketing – not paid media budgets
Exceptional story-crafting and writing ability: you can take complex technical/derivative-driven business content and turn it into accessible, inspiring ideas
Deep familiarity with modern media formats (podcasts, social short-form video, newsletters) and an understanding of digital engagement strategies
Hands-on experience executing in these channels and understanding what drives target audience and industry engagement
Collaborative, agile mindset — comfortable working in a growing, nimble organization where you're building and accelerating the playbook, not following one
Strong leadership and team-building skills with a bias for execution and results
Benefits
401(k) with matching contribution
Competitive medical, dental, and vision coverage for you and your dependents
Remote-first company
Flexible PTO
Paid parental leave
Quarterly performance bonuses
Company
Vest
$50+ Billion* Milestone Achieved | Target Outcome Investments® Pioneers Most investments target speculative returns with uncertain risk over uncertain timeframes.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$1.47M2016-01-25Acquired
2015-06-01Series Unknown· $0.75M
2015-03-22Seed· $0.72M
Leadership Team
Karan Sood
Chief Executive Officer
Jeff Chang
President & Co-Founder
Recent News
Company data provided by crunchbase