📌 Core Information
🔹 Job Title: Senior Manager, Brand & Communications
🔹 Company: Wealth.com
🔹 Location: Remote, United States
🔹 Job Type: Full-time
🔹 Category: Financial Services
🔹 Date Posted: April 14, 2025
🔹 Experience Level: 5-10 years
🔹 Remote Status: Remote OK
🚀 Job Overview
Key aspects of this role include:
- Leading corporate marketing efforts to position Wealth.com as the industry leader in estate planning solutions
- Driving public relations, content development, and corporate communications initiatives
- Collaborating with sales and marketing teams to ensure alignment and drive pipeline creation
- Managing a PR agency and thought leadership initiatives to enhance brand presence
- Overseeing content strategy and development to fuel inbound marketing efforts and support lead generation
ASSUMPTION: This role requires a strategic and creative mindset, with a strong focus on communication and project management. The ideal candidate will have experience in B2B SaaS or wealth management/fintech industries and be comfortable working remotely.
📋 Key Responsibilities
✅ Public Relations Management: Oversee and collaborate with our PR agency to manage media relations, press releases, and corporate announcements, ensuring consistent and positive media coverage for Wealth.com.
✅ Thought Leadership Initiatives: Lead thought leadership efforts, including executive positioning, speaking engagements, and content creation that reinforces Wealth.com’s authority in estate planning and wealth management.
✅ Content Roadmap Ownership: Manage the content strategy and development of high-quality marketing assets such as blogs, whitepapers, case studies, videos, and webinars to fuel inbound marketing efforts and support lead generation.
✅ Corporate Communications & Brand Positioning: Ensure all corporate communication channels consistently reflect the company’s vision, values, and messaging. Manage internal and external communications for high-impact results.
✅ Sales Enablement & Alignment: Work with sales leadership to ensure marketing materials align with sales strategies and drive conversions throughout the sales cycle.
✅ KPI Tracking & Reporting: Monitor and report on key performance indicators (KPIs) such as brand reach, media coverage, lead generation, and sales pipeline contributions to evaluate the success of corporate marketing efforts.
✅ Collaboration Across Teams: Work cross-functionally with product, demand generation, and sales teams to create and distribute marketing collateral that resonates with target audiences and supports business objectives.
ASSUMPTION: This role requires a high level of collaboration and communication with various teams, as well as the ability to manage multiple projects and deadlines simultaneously.
🎯 Required Qualifications
Education: Bachelor's degree in Marketing, Communications, Journalism, or a related field. A Master's degree would be an asset.
Experience: 5+ years of experience in corporate marketing, public relations, or content marketing, ideally in B2B SaaS or wealth management/fintech industries.
Required Skills:
- Exceptional written and verbal communication skills, with the ability to craft compelling narratives and convey complex information in a simple and engaging way
- Strong project management skills with a proven ability to oversee multiple initiatives and deliver results within deadlines
- Experience with marketing automation platforms (e.g., HubSpot) and CRM systems (e.g., Salesforce) for managing communications and tracking marketing performance
Preferred Skills:
- Experience in the wealth management or fintech industry
- Fluency in additional languages
ASSUMPTION: Candidates with experience in B2B SaaS or wealth management/fintech industries will have a strong understanding of the target audience and be better equipped to create effective marketing strategies.
💰 Compensation & Benefits
Salary Range: $115,000 - $125,000 per year
Benefits:
- Competitive Salary
- Fully Remote, Flexible Work Environment
- Full Medical and Dental Benefits
- Unlimited PTO
- Paid Parental Leave
- Company Equity
- 401k with Match
- Free Estate Planning
Working Hours: 40 hours per week, with flexibility for remote work
ASSUMPTION: The salary range provided is based on industry standards for a senior manager role in B2B SaaS or wealth management/fintech industries. The benefits package is competitive and designed to support work-life balance and employee well-being.
📌 Applicant Insights
🔍 Company Context
Industry: Wealth.com operates in the Financial Services industry, focusing on estate planning solutions for wealth management firms. The company is driving rapid revenue growth with its best-in-class platform, which helps financial institutions modernize the delivery of estate planning guidance to their clients.
Company Size: Wealth.com is a small company with 11-50 employees, providing a dynamic and agile work environment. This size allows for close collaboration and rapid decision-making.
Founded: Wealth.com was founded in 2021, making it a relatively new company with significant growth potential.
Company Description:
- Wealth.com is the industry’s leading estate planning platform, empowering over 500 wealth management firms to modernize the delivery of estate planning guidance to their clients
- The platform is the only tech-led, end-to-end estate planning solution built specifically for financial institutions, helping drive scale and efficiency to meet client needs across the wealth spectrum
- Wealth.com has been recognized as the 1 estate planning platform in the 2024 T3/Inside Information Advisor Software Survey and received other industry awards for its technology and leadership
Company Specialties:
- Estate Planning Solutions
- Wealth Management Technology
- Financial Institution Software
Company Website: https://wealth.com/
ASSUMPTION: Wealth.com's focus on estate planning solutions and wealth management technology positions it as a unique and innovative player in the financial services industry. The company's rapid growth and industry recognition indicate a strong market demand for its services.
📊 Role Analysis
Career Level: This role is a senior management position, requiring strategic thinking, leadership, and experience in corporate marketing, public relations, or content marketing.
Reporting Structure: The Senior Manager, Brand & Communications will report directly to the Chief Marketing Officer (CMO) and work closely with various teams, including sales, product, and demand generation.
Work Arrangement: This role is remote-friendly, with a flexible work environment that allows for a healthy work-life balance. The team meets together in person several times a year.
Growth Opportunities:
- As Wealth.com continues to grow, there will be opportunities for the successful candidate to take on additional responsibilities and advance their career within the company
- The company's focus on innovation and technology creates an environment where employees can learn and develop new skills
- The small company size allows for close collaboration with leadership and the opportunity to make a significant impact on the company's success
ASSUMPTION: The remote-friendly work arrangement and small company size provide unique opportunities for growth and development in this role.
🌍 Location & Work Environment
Office Type: Wealth.com operates a fully remote, flexible work environment, with no physical office location required for this role.
Office Location(s): N/A
Geographic Context:
- The United States has a large and diverse wealth management industry, providing ample opportunities for growth and expansion for Wealth.com
- The remote work arrangement allows for a broader talent pool and increased flexibility for employees
- The company's headquarters in Tempe, Arizona, offers a vibrant and growing tech scene, with a strong focus on innovation and entrepreneurship
Work Schedule: The standard workweek is 40 hours, with flexibility for remote work and a focus on results rather than hours worked.
ASSUMPTION: The fully remote work environment and flexible work schedule provide employees with a high degree of autonomy and work-life balance.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screen with the HR team
- In-depth interviews with the hiring manager and other team members
- Final interview with the CMO
- Background check and reference verification
Key Assessment Areas:
- Communication skills and ability to craft compelling narratives
- Project management skills and ability to oversee multiple initiatives
- Experience with marketing automation platforms and CRM systems
- Alignment with Wealth.com's company values and culture
Application Tips:
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role
- Be prepared to discuss your experience with public relations, content development, and corporate communications, as well as your ability to work collaboratively with various teams
- Demonstrate your understanding of the wealth management industry and Wealth.com's unique value proposition
ATS Keywords: Public Relations, Content Development, Corporate Communications, Thought Leadership, Marketing Automation, CRM Systems, Wealth Management, Estate Planning, B2B SaaS
ASSUMPTION: The interview process will focus on assessing the candidate's communication skills, project management abilities, industry knowledge, and cultural fit with Wealth.com.
🛠️ Tools & Technologies
- Marketing Automation Platforms (e.g., HubSpot)
- CRM Systems (e.g., Salesforce)
- Project Management Tools (e.g., Asana, Trello)
- Communication and Collaboration Tools (e.g., Slack, Microsoft Teams)
ASSUMPTION: The required tools and technologies for this role are standard in the marketing and communications industry, and candidates should have experience with similar platforms.
👔 Cultural Fit Considerations
Company Values:
- Innovation: Wealth.com values creativity, continuous learning, and a willingness to challenge the status quo
- Integrity: The company is committed to ethical behavior, transparency, and building trust with its clients and employees
- Collaboration: Wealth.com fosters a culture of teamwork, open communication, and mutual respect
Work Style:
- Results-driven: Wealth.com focuses on achieving measurable outcomes and continuous improvement
- Adaptable: The company values flexibility, resilience, and the ability to thrive in a dynamic environment
- Customer-focused: Wealth.com prioritizes understanding and meeting the needs of its clients
Self-Assessment Questions:
- Do you have a proven track record of managing PR agencies and creating impactful content in a B2B SaaS or wealth management context?
- Are you comfortable working remotely and managing multiple projects simultaneously?
- Do you share Wealth.com's commitment to innovation, integrity, and collaboration?
ASSUMPTION: Wealth.com's company values and work style emphasize a results-driven, adaptable, and customer-focused culture, with a strong commitment to innovation, integrity, and collaboration.
⚠️ Potential Challenges
- The remote work environment may present communication and collaboration challenges that require proactive management and clear communication
- The fast-paced and dynamic nature of the company may require adaptability and the ability to manage multiple priorities simultaneously
- The small company size may result in a high workload and the need for employees to wear multiple hats
- The competitive nature of the wealth management industry may require continuous innovation and adaptation to maintain a competitive edge
ASSUMPTION: The potential challenges in this role are common to small, fast-growing companies in the tech industry and can be mitigated through strong communication, adaptability, and a results-driven approach.
📈 Similar Roles Comparison
- Compared to other senior marketing roles, this position places a stronger emphasis on public relations and thought leadership, reflecting Wealth.com's focus on enhancing its brand presence and establishing strong industry relationships
- The wealth management industry is highly competitive, with a strong focus on innovation and technology-driven solutions
- Career progression in this role may involve moving into a more specialized or executive-level position within the marketing or communications function
ASSUMPTION: This role is unique in its focus on estate planning solutions and wealth management technology, providing a distinct opportunity for candidates interested in the financial services industry.
📝 Sample Projects
- Developing and executing a comprehensive PR strategy to enhance Wealth.com's brand presence in the wealth management industry
- Creating and distributing thought leadership content, such as blog posts, whitepapers, and case studies, to establish Wealth.com's expertise in estate planning solutions
- Managing the content roadmap and ensuring the timely delivery of high-quality marketing assets to support inbound marketing efforts and lead generation
ASSUMPTION: These sample projects reflect the key responsibilities and required skills for the Senior Manager, Brand & Communications role at Wealth.com.
❓ Key Questions to Ask During Interview
- Can you describe the company's long-term vision for growth and expansion in the wealth management industry?
- How does the company support the professional development and growth of its employees?
- What is the company's approach to work-life balance and employee well-being?
- How does the company measure the success of its corporate marketing efforts, and what are the key performance indicators (KPIs) for this role?
- What is the company's strategy for maintaining a competitive edge in the wealth management industry, and how does this role contribute to that strategy?
ASSUMPTION: These interview questions are designed to assess the company's long-term vision, culture, and approach to employee development and success measurement, as well as the role's strategic importance to the organization.
📌 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 experience and skills for this role
- Prepare for your interviews by researching Wealth.com's industry, company culture, and unique value proposition
- Follow up with the hiring manager within one week of your final interview to express your continued interest in the position
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
