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Marketing Manager - ABM & Lending

Flourish
Full-time
On-site
New York, United States
🌐 Digital Marketing

πŸ“Œ Core Information

πŸ”Ή Job Title: Marketing Manager - ABM & Lending

πŸ”Ή Company: Flourish

πŸ”Ή Location: New York, United States

πŸ”Ή Job Type: On-site

πŸ”Ή Category: Marketing

πŸ”Ή Date Posted: June 5, 2025

πŸ”Ή Experience Level: 5-10 years

πŸ”Ή Remote Status: On-site

πŸš€ Job Overview

Key aspects of this role include:

  • Leading marketing efforts for Flourish's lending solution from inception to launch and beyond
  • Developing messaging strategy and gaining stakeholder buy-in
  • Collaborating with content and design teams to create foundational collateral
  • Post-launch, driving new initiatives and programs for lending
  • Executing account-based marketing strategies targeting wealth management firms
  • Activating and engaging large accounts to foster long-term relationships
  • Analyzing marketing data and performance metrics to optimize campaigns and strategies

ASSUMPTION: This role requires a high level of collaboration and flexibility, as the ideal candidate will work across multiple teams and functions. They should be comfortable with fluctuating priorities and a dynamic work environment.

πŸ“‹ Key Responsibilities

βœ… Lead marketing for Flourish lending solution from the ground-up to launch and beyond

βœ… Create messaging strategy and get buy-in from other stakeholders

βœ… Work with content and design teams to develop all foundational collateral including web pages, fact sheets, thought leadership content and emails

βœ… Post-launch, continue to own and manage lending driving new initiatives and programs

βœ… Develop and execute account-based marketing strategies targeting key wealth management firms and coordinated with sales motions for key accounts

βœ… Lead initiatives to activate and engage large accounts, fostering long-term relationships

βœ… Collaborate with events team to ensure lending products are well represented at events

βœ… Create and implement marketing campaigns to support both key accounts and mortgages

βœ… Collaborate with sales and product teams to ensure marketing efforts are aligned with business goals

βœ… Analyze marketing data and performance metrics to optimize campaigns and strategies

βœ… Stay current with industry trends and the competitive landscape within the financial services sector

ASSUMPTION: This role requires a strong understanding of the financial services landscape, with a focus on wealth management and wealthtech. Familiarity with mortgage marketing is a plus.

🎯 Required Qualifications

Education: Bachelor’s degree or equivalent working experience

Experience: 7+ years of marketing experience, with a focus on account-based marketing and large account activation

Required Skills:

  • Proven experience in marketing to wealth management firms
  • Familiarity with mortgage products and marketing is a plus
  • Experience in the financial services industry is required
  • Strong analytical and problem-solving skills
  • Excellent communication and presentation skills
  • Experience with CRM and marketing automation tools, Hubspot preferred

Preferred Skills:

  • Experience in a technology company, particularly fintech

ASSUMPTION: Due to the nature of this position, candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA. For roles requiring registration, additional regulatory screenings may apply, including a review of Form U5 disclosures and other relevant licensing information.

πŸ’° Compensation & Benefits

Salary Range: $124,800 - $163,800 plus bonus

Benefits:

  • Competitive salaries and bonus opportunities
  • Benefits for all employees

Working Hours: 40 hours per week

ASSUMPTION: The salary range provided is an estimate based on industry standards for a marketing manager role with the required experience level in the financial services sector. The final offer may vary based on the candidate's qualifications and the company's compensation structure.

πŸ“Œ Applicant Insights

πŸ” Company Context

Industry: Financial Services

Company Size: 51-200 employees

Founded: 2017

Company Description:

  • Flourish provides innovative access to financial products that help RIAs secure their clients' financial futures
  • Headquartered in New York City, with a mission to help advisors better serve clients and improve outcomes
  • Backed by the support and stability of a Fortune 500 company, MassMutual

Company Specialties:

  • Wealth management
  • Financial technology
  • Mortgage lending

Company Website: www.flourish.com

ASSUMPTION: Flourish operates within a highly-regulated environment, and all marketing efforts must adhere to compliance guidelines and approval processes.

πŸ“Š Role Analysis

Career Level: Mid-level to senior marketing role

Reporting Structure: Reports to the head of Flourish Cash marketing

Work Arrangement: On-site, with potential for hybrid or remote work in the future

Growth Opportunities:

  • Potential to grow within the marketing department as the company expands its product offerings
  • Opportunity to work on a new product launch and gain experience in mortgage marketing
  • Chance to collaborate with various teams and functions, fostering professional development

ASSUMPTION: This role offers a unique opportunity to work on a new product launch within an established company, providing a mix of startup energy and professional stability.

🌍 Location & Work Environment

Office Type: Modern, collaborative workspace

Office Location(s): 2 Park Avenue, 11th Floor, New York, NY 10016, US

Geographic Context:

  • New York City offers a vibrant and diverse cultural scene
  • Easy access to public transportation and numerous amenities
  • Competitive job market with many opportunities in the financial services sector

Work Schedule: Standard business hours, with flexibility for remote work in the future

ASSUMPTION: While the role is currently on-site, Flourish may consider hybrid or remote work arrangements in the future, depending on the candidate's qualifications and the company's policies.

πŸ’Ό Interview & Application Insights

Typical Process:

  • Initial phone or video screen with the hiring manager
  • In-depth behavioral and skills-based interview with the marketing team
  • Final interview with senior leadership

Key Assessment Areas:

  • Marketing strategy and planning
  • Campaign execution and optimization
  • Collaboration and communication skills
  • Industry knowledge and competitive awareness

Application Tips:

  • Highlight relevant marketing experience, with a focus on account-based marketing and large account activation
  • Demonstrate a strong understanding of the financial services sector and wealth management
  • Showcase analytical and problem-solving skills through examples from previous roles
  • Tailor your resume and cover letter to emphasize your fit for this specific role and company

ATS Keywords: Account-Based Marketing, Large Account Activation, Financial Services Marketing, Wealth Management, Mortgage Marketing, Wealthtech, Analytical Skills, Problem-Solving Skills, Communication Skills, Presentation Skills, CRM Tools, Marketing Automation, Collaboration, Data Analysis, Compliance, Campaign Management

ASSUMPTION: Flourish uses an Applicant Tracking System (ATS) to manage job applications. Including relevant keywords in your resume and cover letter can help your application stand out and increase your chances of being selected for an interview.

πŸ› οΈ Tools & Technologies

  • Hubspot (CRM and marketing automation)
  • Google Analytics
  • Microsoft Office Suite
  • Project management tools (e.g., Asana, Trello)

ASSUMPTION: Familiarity with these tools is preferred, but not required. The ideal candidate will be eager to learn and adapt to new technologies as needed.

πŸ‘” Cultural Fit Considerations

Company Values:

  • Client-centric
  • Innovative
  • Collaborative
  • Accountable

Work Style:

  • Dynamic and fast-paced
  • Collaborative and team-oriented
  • Data-driven and results-focused
  • Adaptable and flexible

Self-Assessment Questions:

  • Do you thrive in a dynamic, collaborative work environment?
  • Are you comfortable with fluctuating priorities and changing business needs?
  • Do you have a strong attention to detail and high standards for quality execution?
  • Are you comfortable working within a highly-regulated environment and adhering to compliance guidelines?

ASSUMPTION: Flourish values candidates who are a strong cultural fit and align with the company's mission and values. Demonstrating a strong understanding of and alignment with these factors can help your application stand out.

⚠️ Potential Challenges

  • Working within a highly-regulated environment and adhering to compliance guidelines
  • Managing multiple projects and priorities simultaneously
  • Collaborating effectively with various teams and functions
  • Keeping up with industry trends and the competitive landscape

ASSUMPTION: These challenges can be overcome by a strong candidate with a proactive, collaborative, and adaptable approach to their work.

πŸ“ˆ Similar Roles Comparison

  • This role is unique in its focus on both account-based marketing and mortgage lending within the wealth management sector
  • Similar roles may include marketing manager positions in wealth management, wealthtech, or mortgage lending, but may not cover both aspects
  • Career progression may include roles such as senior marketing manager, director of marketing, or vice president of marketing, depending on the company's structure and growth

ASSUMPTION: This role offers a unique opportunity to work on a new product launch and gain experience in mortgage marketing within the wealth management sector.

πŸ“ Sample Projects

  • Developing a comprehensive marketing strategy for Flourish's lending solution, including messaging, branding, and campaign planning
  • Creating and executing an account-based marketing campaign targeting key wealth management firms
  • Launching a mortgage product and driving engagement and growth within targeted accounts

ASSUMPTION: These sample projects are intended to illustrate the types of initiatives the ideal candidate may work on in this role. The specific projects and responsibilities may vary based on the company's needs and the candidate's qualifications.

❓ Key Questions to Ask During Interview

  • Can you describe the company's long-term vision for the lending product and how this role fits into that plan?
  • How does the marketing team collaborate with other departments, such as sales and product, to ensure alignment and success?
  • What are the key performance indicators (KPIs) for this role, and how will my progress be measured?
  • How does Flourish support the professional development and growth of its employees?
  • What are the next steps for the company in terms of product expansion and market growth?

ASSUMPTION: Asking thoughtful, insightful questions demonstrates your interest in and understanding of the role and company, and can help you make a more informed decision about the opportunity.

πŸ“Œ Next Steps for Applicants

To apply for this position:

  • Submit your application through this link
  • Tailor your resume and cover letter to emphasize your fit for this specific role and company
  • Highlight relevant marketing experience, with a focus on account-based marketing and large account activation
  • Demonstrate a strong understanding of the financial services sector and wealth management
  • Prepare for behavioral and skills-based interview questions related to marketing strategy, campaign execution, and collaboration
  • Follow up with the hiring manager one week after submitting your application to express your interest and reiterate your qualifications

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