VP, Partnership Channel Marketing

📌 Core Information

🔹 Job Title: VP, Partnership Channel Marketing

🔹 Company: Vestwell

🔹 Location: New York, NY

🔹 Job Type: Hybrid (On-site & Remote)

🔹 Category: Financial Services

🔹 Date Posted: April 10, 2025

🔹 Experience Level: 8-10 years

🔹 Remote Status: On-site with hybrid flexibility

🚀 Job Overview

Key aspects of this role include:

• Leading marketing strategy across advisor, financial institution, and state program channels
• Guiding a team to deliver high-performing campaigns and enablement strategies
• Partnering with SVP of Marketing to build a scalable operating model for partner marketing
• Building and managing multi-channel marketing campaigns tailored to partner audiences
• Developing marketing toolkits, partner decks, and sales collateral to support advisors and institutions

ASSUMPTION: This role requires a strategic mindset, strong leadership skills, and the ability to manage multiple stakeholders. A background in financial services or fintech is preferred but not required.

📋 Key Responsibilities

✅ Lead the marketing strategy across Vestwell’s partner channels, including State Programs and Financial Institutions

✅ Guide a small but growing team in delivering high-performing campaigns and enablement strategies

✅ Partner with the SVP of Marketing to build a scalable operating model for partner marketing

✅ Build and manage multi-channel marketing campaigns—including email, digital, content, and events—tailored to advisor and institutional partners

✅ Ensure relevance and resonance with specific partner audiences while leveraging broader brand initiatives when appropriate

✅ Measure and optimize program performance with clear KPIs aligned to business goals

✅ Develop marketing toolkits, partner decks, sales collateral, and engagement strategies that help advisors and institutions communicate effectively with their clients

✅ Translate thought leadership into actionable, channel-specific content that drives enrollment and retention

✅ Act as a bridge between marketing, sales, and state/client success to align messaging and GTM strategies

✅ Build strong relationships with client-facing teams to uncover marketing needs and co-create impactful solutions

✅ Represent marketing in external partner conversations, helping shape go-to-market plans and supporting partner-driven initiatives

✅ Own the execution of partner-focused events, webinars, and sponsorships

ASSUMPTION: This role requires a high level of collaboration, strategic thinking, and the ability to manage multiple projects simultaneously.

🎯 Required Qualifications

Education: Bachelor's degree in Marketing, Business, or a related field. MBA or advanced degree preferred.

Experience: 8-10 years in B2B marketing with experience in partner/channel marketing or integrated marketing roles.

Required Skills:

• Proven ability to lead strategic marketing programs that support complex partner ecosystems
• Experience managing teams, cross-functional stakeholders, and external vendors or agencies
• Skilled in translating business needs into compelling campaigns and scalable programs
• Strong communication, project management, and stakeholder engagement skills

Preferred Skills:

• Background in financial services or fintech, with an understanding of advisor and institutional channels
• Proficiency with tools like Salesforce, Hubspot, Asana, PowerPoint, and Excel

ASSUMPTION: While not required, experience in the financial services or fintech industry would be beneficial for this role.

💰 Compensation & Benefits

Salary Range: $155,000 - $165,000 base (NY and similar metro areas)

Benefits:

• Health Coverage
• Generous Vacation
• 401(k) Plan
• Employee Wellbeing Committee
• Stock Options
• Equity

Working Hours: Full-time, hybrid on-site and remote work arrangement with flexible hours

ASSUMPTION: The salary range provided is based on market rates for similar roles in New York and other similar metro areas. Final compensation will be determined based on experience and qualifications.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services. Vestwell is a leading fintech platform powering the new savings economy for millions of businesses and people, focusing on retirement, healthcare, disability, and education needs.

Company Size: 201-500 employees. As a growth-stage startup, Vestwell offers a dynamic and fast-paced work environment with many exciting milestones ahead.

Founded: 2016. Vestwell is headquartered in New York City and has grown to enable over 350,000 businesses and well over a million active savers, with over $30 billion in assets saved in all 50 states.

Company Description:

• Vestwell is a leading fintech platform powering the new savings economy for millions of businesses and people.
• The company transforms access to essential financial wellness and savings programs to close the savings gap.
• Vestwell enables a suite of programs focused on the most critical aspects of one's financial future, including retirement, healthcare, disability, and education needs.

Company Specialties:

• Financial Services
• 401(k)
• 403(b)
• IRA rollovers
• Retirement Planning
• Financial Advisors
• Defined Contribution Plan
• Student Loans
• And ESAs

Company Website: vestwell.com

ASSUMPTION: Vestwell's focus on financial wellness and savings programs makes it an attractive employer for candidates interested in making a significant impact in the financial services industry.

📊 Role Analysis

Career Level: Senior-level role reporting directly to the SVP of Marketing.

Reporting Structure: This role will lead a small but growing team of marketing professionals and collaborate with cross-functional stakeholders, including sales, state/client success, and other marketing team members.

Work Arrangement: Hybrid on-site and remote work arrangement with flexible hours, allowing for a balance between in-office collaboration and remote work.

Growth Opportunities:

• As Vestwell continues to grow, there will be opportunities for the successful candidate to expand their team and take on additional responsibilities.
• This role offers the chance to make a significant impact on the company's growth and success.
• The candidate will have the opportunity to work closely with senior leadership, providing ample exposure and learning opportunities.

ASSUMPTION: This role offers a unique opportunity for a strategic marketing leader to make a significant impact on Vestwell's growth and success.

🌍 Location & Work Environment

Office Type: Hybrid on-site and remote work arrangement with a focus on in-office collaboration and team building.

Office Location(s): 360 Madison Ave, New York, NY 10017, US

Geographic Context:

• New York City offers a vibrant and diverse cultural scene, with numerous attractions, restaurants, and entertainment options.
• The midtown Manhattan office location provides easy access to public transportation and nearby amenities.
• Vestwell's office features a bright, comfortable workspace with various workspace options to accommodate different work styles.

Work Schedule: Full-time, with flexible hours and a focus on results and performance.

ASSUMPTION: The hybrid work arrangement and flexible hours allow for a better work-life balance while still fostering a collaborative and inclusive work environment.

💼 Interview & Application Insights

Typical Process:

• Initial phone or video screen to discuss the role and assess cultural fit.
• In-depth conversation with the hiring manager to discuss the role's responsibilities and requirements.
• Skill or experience screen, such as a marketing project or case study presentation.
• Virtual or in-person interview panel with cross-functional stakeholders.
• References check stage with a current or former supervisor and peer.

Key Assessment Areas:

• Strategic thinking and problem-solving skills
• Leadership and team management abilities
• Communication and stakeholder engagement skills
• Marketing expertise and campaign development skills
• Industry knowledge and understanding of partner ecosystems

Application Tips:

• Tailor your resume and cover letter to highlight relevant experience and skills for this role.
• Prepare a marketing project or case study presentation to demonstrate your strategic thinking and campaign development skills.
• Research Vestwell's industry and competition to showcase your understanding of the company's unique value proposition.
• Be prepared to discuss your experience with partner marketing and integrated marketing campaigns.

ATS Keywords: Partner Marketing, Channel Marketing, Strategic Marketing, B2B Marketing, Marketing Strategy, Campaign Development, Team Management, Stakeholder Engagement, Financial Services, Fintech

ASSUMPTION: Vestwell's interview process is designed to assess the candidate's strategic thinking, leadership skills, and cultural fit for the role and the company.

🛠️ Tools & Technologies

• Salesforce
• Hubspot
• Asana
• PowerPoint
• Excel

ASSUMPTION: Proficiency with these tools is preferred but not required. Vestwell will provide training and support to help the successful candidate develop the necessary skills.

👔 Cultural Fit Considerations

Company Values:

• Innovation
• Collaboration
• Integrity
• Empowerment
• Excellence

Work Style:

• Dynamic and fast-paced work environment
• Strong emphasis on collaboration and teamwork
• Results-driven and performance-focused culture
• Opportunities for professional growth and development

Self-Assessment Questions:

• How do you align with Vestwell's core values, particularly innovation and collaboration?
• How do you approach managing teams and stakeholders in a dynamic, fast-paced environment?
• What is your preferred work style, and how do you adapt to different work environments?

ASSUMPTION: Vestwell's culture values innovation, collaboration, and a strong work ethic. Candidates should be prepared to demonstrate their alignment with these values and their ability to thrive in a dynamic, fast-paced work environment.

⚠️ Potential Challenges

• Managing multiple stakeholders and partner ecosystems
• Balancing strategic thinking with tactical execution
• Adapting to a fast-paced, growth-stage startup environment
• Building and managing a high-performing marketing team

ASSUMPTION: These challenges require strong leadership, strategic thinking, and adaptability. Successful candidates will be able to navigate these challenges and make a significant impact on Vestwell's growth and success.

📈 Similar Roles Comparison

• This role is unique in its focus on partner channel marketing within the financial services and fintech industries.
• Compared to traditional marketing roles, this position requires a deeper understanding of partner ecosystems and the ability to balance strategic thinking with tactical execution.
• Career progression in this role may lead to senior marketing leadership positions or other strategic roles within the company.

ASSUMPTION: This role offers a unique opportunity for a strategic marketing leader to make a significant impact on Vestwell's growth and success while developing their skills in partner channel marketing.

📝 Sample Projects

• Developing and executing a multi-channel marketing campaign to drive advisor enrollment in Vestwell's 401(k) platform
• Creating a comprehensive marketing toolkit to support financial institution partners in promoting Vestwell's suite of savings programs
• Translating thought leadership content into actionable, channel-specific content that drives engagement and enrollment

ASSUMPTION: These sample projects demonstrate the strategic thinking, creativity, and tactical execution required for success in this role.

❓ Key Questions to Ask During Interview

• How does this role fit into Vestwell's overall marketing strategy and growth plans?
• What are the key priorities for this role in the first 30, 60, and 90 days?
• How does Vestwell support the professional development and growth of its marketing team members?
• What are the key challenges facing the marketing team, and how can this role help address them?
• How does Vestwell measure the success of its marketing campaigns, and how can this role contribute to improving those metrics?

ASSUMPTION: These questions demonstrate the candidate's interest in the role, the company, and its growth prospects while providing valuable insights into the company's marketing strategy and priorities.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume and cover letter to highlight relevant experience and skills for this role.
• Prepare a marketing project or case study presentation to demonstrate your strategic thinking and campaign development skills.
• Research Vestwell's industry and competition to showcase your understanding of the company's unique value proposition.
• 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.