📌 Core Information
🔹 Job Title: Marketing Manager, Integrated Marketing
🔹 Company: Vestmark, Inc.
🔹 Location: Wakefield, MA (Hybrid)
🔹 Job Type: Full-time
🔹 Category: Marketing
🔹 Date Posted: July 14, 2025
🔹 Experience Level: 5-10 years
🔹 Remote Status: Hybrid (on-site required 2-3 days per week)
🚀 Job Overview
Key aspects of this role include:
- Developing and executing integrated marketing strategies to drive Vestmark’s growth objectives
- Managing multi-channel marketing campaigns targeting enterprise-level clients
- Collaborating with cross-functional teams to create tailored marketing programs
- Articulating compelling value propositions and messaging
- Leading and mentoring a marketing team member
- Conducting market research and analyzing performance metrics
ASSUMPTION: This role requires a balance of strategic thinking and tactical execution, with a focus on B2B marketing within the financial services and WealthTech/FinTech sectors.
📋 Key Responsibilities
✅ Collaborate with the Head of Marketing to develop and execute comprehensive marketing strategies
✅ Lead the design, launch, and optimization of multi-channel marketing campaigns
✅ Work closely with sales, product management, and client success teams to develop targeted marketing programs
✅ Assist in defining and articulating compelling value propositions and messaging
✅ Provide mentorship and guidance to a marketing team member
✅ Conduct thorough analysis of industry trends, competitive landscapes, and customer data to inform marketing strategies
✅ Establish and track key performance indicators (KPIs) to evaluate the effectiveness of marketing initiatives
✅ Assist in managing the marketing budget effectively
ASSUMPTION: This role involves both strategic planning and hands-on execution, requiring strong organizational skills and the ability to manage multiple projects simultaneously.
🎯 Required Qualifications
Education: Bachelor’s degree in marketing, business, or a related field; an MBA is preferred
Experience: A minimum of 5 years of professional marketing experience, with at least 3 years in the financial services or WealthTech/FinTech sectors
Required Skills:
- Proven track record in executing integrated marketing campaigns targeting enterprise clients
- Strong skills in crafting persuasive messaging, developing value propositions, and creating effective marketing collateral
- Experience in team management, with the ability to inspire and lead a high-performing marketing team
- Excellent communication, analytical, and collaborative skills, with a focus on achieving measurable outcomes
Preferred Skills:
- Experience with marketing automation tools and CRM systems
- Familiarity with marketing analytics and data visualization tools
- Knowledge of the financial services industry and its regulatory environment
ASSUMPTION: Candidates with a strong background in B2B marketing, particularly within the financial services sector, will be well-suited to this role.
💰 Compensation & Benefits
Salary Range: $120,000 - $160,000 per year (based on industry standards for a Marketing Manager with 5-10 years of experience in the Boston area)
Benefits:
- Health, dental, and vision insurance
- 401(k) plan with company match
- Generous PTO policy
- Employee referral bonus program
- Professional development opportunities
Working Hours: Full-time (40 hours per week), with flexible hours and the ability to work remotely 2-3 days per week
ASSUMPTION: The salary range provided is an estimate based on industry standards and may vary depending on the candidate's experience and qualifications.
📌 Applicant Insights
🔍 Company Context
Industry: Vestmark operates in the competitive Software Development industry, focusing on wealth management solutions and services for financial institutions and their advisors
Company Size: With 201-500 employees, Vestmark offers a mid-sized company environment, providing ample opportunities for collaboration and growth
Founded: In 2001, Vestmark has established itself as a leading provider of portfolio management solutions, supporting over $1.5 trillion in assets and 5.5 million accounts
Company Description:
- Headquartered outside of Boston, Mass., Vestmark is dedicated to empowering financial advisors and institutions to efficiently manage and trade client portfolios
- The company's innovative technology platform supports a wide range of wealth management firms, from large institutions to independent advisors
- Vestmark fosters a thriving work culture that promotes individual growth, team collaboration, and employee wellness, contributing to high client satisfaction and low employee turnover
Company Specialties:
- Account Oversight
- Model Management and Rebalancing
- Trading
- Compliance
- Client Performance and Reporting
- Robo Advisor
- Software Development
- SaaS
- Reconciliation
- and Financial Software
Company Website: http://www.vestmark.com
ASSUMPTION: Vestmark's focus on wealth management solutions and services positions it as a strong player in the competitive financial technology landscape.
📊 Role Analysis
Career Level: This role is suitable for an experienced marketing professional looking to take on a management role with a significant impact on the company's growth
Reporting Structure: The Marketing Manager reports directly to the VP, Head of Marketing and oversees one direct report
Work Arrangement: This hybrid role requires on-site presence 2-3 days per week, with the remaining days worked remotely
Growth Opportunities:
- Potential to advance to a senior marketing role or take on additional responsibilities as the company grows
- Opportunities to work on high-impact projects and initiatives that drive business growth
- Access to professional development resources and training to support career advancement
ASSUMPTION: This role offers a unique opportunity for a marketing professional to make a significant impact on a growing company in the wealth management industry.
🌍 Location & Work Environment
Office Type: Vestmark's headquarters is located in Wakefield, MA, with a second office in Cambridge, MA
Office Location(s): 100 Quannapowitt Parkway, Suite #205, Wakefield, MA 01880, US and One Kendall Square, Building 200, Cambridge, Massachusetts 02139, US
Geographic Context:
- Wakefield, MA is a suburban town located approximately 15 miles north of Boston, offering a mix of urban and rural living
- The area provides easy access to major highways, public transportation, and numerous amenities, including shopping, dining, and recreational activities
- Wakefield is home to a diverse population, with a strong sense of community and a robust local economy
Work Schedule: The Marketing Manager is expected to work full-time (40 hours per week), with flexible hours and the ability to work remotely 2-3 days per week
ASSUMPTION: The hybrid work arrangement offers a balance between on-site collaboration and remote flexibility, catering to a wide range of employee preferences.
💼 Interview & Application Insights
Typical Process:
- Initial phone or video screen with the HR team
- First-round interview with the hiring manager (VP, Head of Marketing)
- Second-round interview with additional team members or stakeholders
- Final interview with the CEO or another senior leader
- Background check and offer extension
Key Assessment Areas:
- Marketing strategy and campaign development
- Cross-functional collaboration and communication skills
- Problem-solving and analytical abilities
- Leadership and team management skills
- Cultural fit and alignment with company values
Application Tips:
- Tailor your resume and cover letter to highlight your relevant marketing experience, particularly in B2B and financial services sectors
- Prepare examples of successful marketing campaigns you've led, emphasizing your strategic thinking and execution skills
- Research Vestmark's company culture and values to demonstrate your cultural fit during the interview
ATS Keywords: Marketing strategy, campaign design, cross-functional collaboration, messaging development, team leadership, market research, performance measurement, budget management, B2B marketing, financial services, WealthTech/FinTech
ASSUMPTION: Applicants should emphasize their relevant marketing experience, particularly in B2B and financial services sectors, to increase their chances of success in the interview process.
🛠️ Tools & Technologies
- Marketing automation tools (e.g., Marketo, Pardot, HubSpot)
- CRM systems (e.g., Salesforce, HubSpot CRM, Zoho CRM)
- Marketing analytics and data visualization tools (e.g., Google Analytics, Tableau, Power BI)
- Project management tools (e.g., Asana, Trello, Jira)
- Design and content creation tools (e.g., Adobe Creative Suite, Canva, Google Docs)
ASSUMPTION: Familiarity with industry-standard marketing tools and technologies will be beneficial for success in this role.
👔 Cultural Fit Considerations
Company Values:
- Client-centric: Focus on understanding and meeting the needs of clients
- Innovation: Encourage creativity and continuous improvement
- Collaboration: Foster a culture of teamwork and open communication
- Integrity: Uphold the highest ethical standards in all aspects of business
- Accountability: Take responsibility for one's actions and deliver on commitments
Work Style:
- Data-driven: Make informed decisions based on data and analytics
- Adaptable: Embrace change and respond quickly to new challenges
- Results-oriented: Focus on achieving measurable outcomes and driving business growth
- Team-focused: Prioritize collaboration and support the success of team members
Self-Assessment Questions:
- Do you have a proven track record of developing and executing successful marketing campaigns in a B2B environment?
- Are you comfortable working collaboratively with cross-functional teams to achieve shared goals?
- Do you possess strong analytical skills and a data-driven approach to marketing strategy?
- Can you effectively manage and mentor a team member, fostering a culture of performance and accountability?
ASSUMPTION: Applicants should assess their fit with Vestmark's company values and work style to ensure a successful and fulfilling career in this role.
⚠️ Potential Challenges
- Managing multiple projects and priorities simultaneously, requiring strong organizational skills and time management
- Navigating a competitive and dynamic market, with a need to stay current on industry trends and best practices
- Balancing strategic thinking with tactical execution, requiring adaptability and a willingness to roll up one's sleeves
- Working in a hybrid environment, which may present unique communication and collaboration challenges
ASSUMPTION: Applicants should be prepared to address these potential challenges and demonstrate their ability to thrive in a fast-paced, dynamic work environment.
📈 Similar Roles Comparison
- Unlike traditional marketing roles, this position requires a strong focus on B2B marketing and enterprise-level clients
- Vestmark's emphasis on wealth management solutions and services differentiates it from other financial technology companies
- This role offers a unique opportunity to drive business growth and make a significant impact on a growing company in the wealth management industry
ASSUMPTION: Applicants should consider the unique aspects of this role and how their skills and experiences align with the specific requirements and challenges of the position.
📝 Sample Projects
- Developing and executing a multi-channel marketing campaign to launch a new wealth management product, targeting enterprise-level clients
- Conducting market research to identify trends and opportunities in the wealth management industry, and using the findings to inform marketing strategies
- Collaborating with the sales team to create targeted marketing materials and resources that support the sales process and enhance client engagement
ASSUMPTION: Applicants should be prepared to discuss their relevant marketing experiences and how they have successfully executed similar projects in the past.
❓ Key Questions to Ask During Interview
- Can you describe the current marketing team structure and how this role fits within the organization?
- What are the most significant challenges facing the marketing department, and how can this role help address them?
- How does Vestmark support the professional development and growth of its marketing team members?
- What are the key priorities for this role in the first 30, 60, and 90 days?
- How does Vestmark measure the success of its marketing initiatives, and what KPIs are most important for this role?
ASSUMPTION: Applicants should prepare thoughtful questions that demonstrate their interest in the role and eagerness to contribute to Vestmark's success.
📌 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, particularly in B2B and financial services sectors
- Prepare examples of successful marketing campaigns you've led, emphasizing your strategic thinking and execution skills
- Research Vestmark's company culture and values to demonstrate your cultural fit during the interview
- Follow up with the hiring manager one week after submitting your application, expressing your continued interest in the role
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
