Growth Marketing Manager, Helix by HL

📌 Core Information

🔹 Job Title: Growth Marketing Manager, Helix by HL

🔹 Company: TIFIN

🔹 Location: Charlotte, NC

🔹 Job Type: Full-Time, Hybrid (4 days in-office)

🔹 Category: Marketing

🔹 Date Posted: April 4, 2025

🔹 Experience Level: 5-10 years

🔹 Remote Status: On-site (Charlotte, NC) required

🚀 Job Overview

Key aspects of this role include:

• Developing and executing innovative, data-driven marketing strategies to generate high-quality leads and drive revenue growth.
• Planning and managing integrated campaigns across multiple channels, ensuring consistent messaging that elevates the Helix by HL brand in the wealth management industry.
• Collaborating closely with Sales and Success teams to scale a next-gen investment experience for wealth managers and their clients.
• Working in a hands-on, high-impact role to help build and grow a fintech startup from the ground up.

ASSUMPTION: This role requires a strong focus on growth marketing in financial services or fintech, with proven success in enterprise marketing and a passion for driving business outcomes through innovative strategies.

📋 Key Responsibilities

✅ Develop and execute innovative, data-driven marketing strategies to generate high-quality leads and drive revenue growth.

✅ Plan and manage integrated campaigns across multiple channels, including social media, email, search (SEO/SEM), and more.

✅ Own and execute the full-funnel marketing process, from audience targeting and creative development to landing page creation, retargeting, performance tracking, and continuous optimization.

✅ Champion the Helix by HL brand across all initiatives, ensuring consistent, compelling messaging that elevates our presence in the wealth management industry.

✅ Leverage analytics and marketing insights to inform strategy and improve campaign effectiveness.

✅ Manage marketing resources, including budgets, platforms, vendors, and agency partners.

ASSUMPTION: This role requires strong analytical skills, creativity, and the ability to work collaboratively with cross-functional teams to achieve marketing goals.

🎯 Required Qualifications

Education: Bachelor's degree in Marketing, Business, or a related field (or equivalent experience)

Experience: A minimum of 5+ years of marketing experience, with a strong focus on growth marketing in financial services, fintech, data/AI, or B2B SaaS

Required Skills:

• Proven success in enterprise marketing, with a focus on growth strategies.
• Skilled in developing compelling marketing materials and presentations to support campaigns and sales enablement.
• Proficient in PowerPoint; able to translate complex ideas into clear, visually engaging content that drives action.
• Hands-on experience in lean or start-up environments, comfortable wearing multiple hats.
• Up-to-date on the latest marketing trends and tools, with a curiosity for emerging tech and software.

Preferred Skills:

• Understanding of alternative/private market investments.
• General familiarity with Generative AI and large language models.

ASSUMPTION: Candidates with relevant industry experience and a strong portfolio showcasing their marketing skills will be highly competitive for this role.

💰 Compensation & Benefits

Salary Range: $100,000 - $125,000 per year (based on experience and other job-related factors)

Benefits:

• Medical, dental, vision, life, and disability insurance
• Flexible Spending Account (FSA) and Health Savings Account (HSA)
• 401(k) Retirement Plan
• Flexible PTO policy and Company-paid holidays
• Parental Leave: 12 week paid maternity, 6 week paid paternity leave
• Corporate Social Responsibility and volunteering opportunities
• Access to our Chief Mindfulness Officer for Mindfulness events and 1:1 personal coaching
• Company sponsored events like mindfulness events, development workshops, team dinners, pickleball games, happy hours, holiday parties, and more!

Working Hours: Full-time, 40 hours per week, with a flexible work arrangement that requires being in the office 4 days per week.

ASSUMPTION: The salary range provided is an estimate based on industry standards for similar roles in the Charlotte area. Actual pay will be determined based on experience and other job-related factors.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services

Company Size: 201-500 employees

Founded: 2018

Company Description:

• TIFIN is an AI and innovation platform for better wealth outcomes, founded in 2018 by Dr. Vinay Nair.
• The company creates and operates new companies that apply data science, AI, and technology to address frictions in wealth and asset management.
• TIFIN's companies include Helix by HL, which is reimagining how wealth managers leverage alternative investments.

Company Specialties:

• Artificial Intelligence
• Fintech
• Wealth Management
• Asset Management and Investing

Company Website: http://www.tifin.com

ASSUMPTION: TIFIN is a fast-growing fintech company with a strong focus on innovation and applying data science and AI to improve wealth outcomes. This role offers the opportunity to work in a dynamic, collaborative environment and make a real impact on the company's growth and success.

📊 Role Analysis

Career Level: Mid-Senior Level

Reporting Structure: Reports directly to the COO

Work Arrangement: Hybrid (4 days in-office, 1 day remote)

Growth Opportunities:

• Potential to grow into a leadership role as the company expands.
• Opportunities to work on diverse projects and gain exposure to various aspects of the business.
• Chance to learn and develop skills in a fast-paced, innovative environment.

ASSUMPTION: This role offers significant growth potential for the right candidate, with opportunities to learn, develop, and advance within the company.

🌍 Location & Work Environment

Office Type: Hybrid (4 days in-office, 1 day remote)

Office Location(s): Charlotte, NC

Geographic Context:

• Charlotte, NC is the largest city in the state and the 17th most populous city in the United States.
• The city is known for its vibrant arts and culture scene, as well as its growing tech industry.
• Charlotte is home to several Fortune 500 companies and offers a diverse range of job opportunities.

Work Schedule: Full-time, 40 hours per week, with a flexible work arrangement that requires being in the office 4 days per week.

ASSUMPTION: Charlotte, NC offers a dynamic and diverse work environment, with a growing tech industry and a strong focus on innovation and entrepreneurship.

💼 Interview & Application Insights

Typical Process:

• Phone or video screen with the hiring manager (COO)
• In-depth behavioral interview with the hiring manager and a member of the marketing team
• Final interview with the CEO and other key stakeholders

Key Assessment Areas:

• Marketing strategy and campaign development
• Data analysis and interpretation
• Presentation and communication skills
• Cultural fit and alignment with company values

Application Tips:

• Tailor your resume and cover letter to highlight your relevant marketing experience and skills.
• Be prepared to discuss your approach to data-driven marketing and provide examples of successful campaigns you've led in the past.
• Demonstrate your understanding of the wealth management industry and how your skills and experience make you a strong fit for this role.

ATS Keywords: Growth Marketing, Data-Driven Marketing, Campaign Management, Social Media, Email Marketing, SEO, SEM, Analytics, Marketing Strategy, Sales Enablement, Presentation Skills, Alternative Investments, Generative AI, B2B SaaS, Financial Services, Creative Development

ASSUMPTION: The interview process for this role will focus on assessing the candidate's marketing skills, strategic thinking, and cultural fit with the company. Applicants should be prepared to discuss their approach to data-driven marketing and provide examples of successful campaigns they've led in the past.

🛠️ Tools & Technologies

• Marketing automation platforms (e.g., HubSpot, Marketo)
• Social media management tools (e.g., Hootsuite, Buffer)
• Email marketing platforms (e.g., Mailchimp, Constant Contact)
• SEO and SEM tools (e.g., Google Analytics, SEMrush)
• Data visualization tools (e.g., Tableau, Power BI)

ASSUMPTION: The successful candidate will have experience with a range of marketing tools and platforms, as well as the ability to learn and adapt to new technologies as needed.

👔 Cultural Fit Considerations

Company Values:

• Go with your GUT (Grow at the Edge, Understanding through Listening and Speaking the Truth, I Win for Teamwin)

Work Style:

• Collaborative and cross-functional
• Data-driven and results-oriented
• Innovative and entrepreneurial

Self-Assessment Questions:

• Do you thrive in a fast-paced, dynamic work environment?
• Are you comfortable working collaboratively with cross-functional teams to achieve marketing goals?
• Do you have a strong understanding of the wealth management industry and a passion for driving business outcomes through innovative marketing strategies?

ASSUMPTION: TIFIN values candidates who are self-starters, curious, and passionate about driving business outcomes through innovative marketing strategies. Successful candidates will be comfortable working in a fast-paced, dynamic environment and collaborating with cross-functional teams to achieve marketing goals.

⚠️ Potential Challenges

• Working in a fast-paced, startup environment may require flexibility and adaptability.
• The role may require working with complex data and analytics to inform marketing strategies.
• Candidates may need to commute to the Charlotte office 4 days per week, which may be challenging for some.
• The wealth management industry can be competitive and challenging, requiring strong marketing skills and a deep understanding of the industry.

ASSUMPTION: The successful candidate will be comfortable working in a fast-paced, dynamic environment and have strong analytical skills and a deep understanding of the wealth management industry.

📈 Similar Roles Comparison

• This role is unique in its focus on growth marketing for a fintech startup in the wealth management industry.
• Compared to traditional marketing roles, this position requires a stronger focus on data-driven strategies and a deeper understanding of the wealth management industry.
• Career paths in growth marketing can vary, but this role offers significant growth potential for the right candidate.

ASSUMPTION: This role is unique in its focus on growth marketing for a fintech startup in the wealth management industry, requiring a strong focus on data-driven strategies and a deep understanding of the industry.

📝 Sample Projects

• Developing and executing a comprehensive marketing strategy to launch a new alternative investment platform for wealth managers.
• Conducting market research and analysis to identify target audiences and develop tailored marketing campaigns to reach them.
• Collaborating with cross-functional teams to create compelling marketing materials and presentations that drive action and generate leads.

ASSUMPTION: The successful candidate will have experience working on similar projects and be able to demonstrate their ability to develop and execute innovative, data-driven marketing strategies that drive business outcomes.

❓ Key Questions to Ask During Interview

• Can you describe the company's growth trajectory and how this role fits into the overall marketing strategy?
• How does the marketing team collaborate with other departments, such as sales and product, to achieve business goals?
• What are the biggest challenges facing the wealth management industry, and how does this role address them?
• How does the company support the professional development and growth of its employees?
• What is the company's approach to work-life balance, and how does this role fit into that?

ASSUMPTION: The interview process for this role will focus on assessing the candidate's marketing skills, strategic thinking, and cultural fit with the company. Applicants should be prepared to discuss their approach to data-driven marketing and provide examples of successful campaigns they've led in the past.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume and cover letter to highlight your relevant marketing experience and skills.
• Prepare for your interviews by researching the company and industry, and practicing your responses to common interview questions.
• Follow up with the hiring manager (COO) after your interviews to express your interest in the role and reiterate your qualifications.
• If you are selected for the final interview, be prepared to present a marketing plan or campaign idea that demonstrates your strategic thinking and creativity.

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.