New York, New York, United States · Hybrid
$170k–$210k/yr
About Us Capitalize is building critical infrastructure for the $20 trillion retirement savings market with scalable technology and a world-class team. We’re bringing a digital, API-first approach to modernize the $1 tri…
Skills: B2B Marketing, Product Marketing, Go-to-market Strategy, Enterprise Sales, Financial Services
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The Director of Marketing will lead end-to-end product marketing, enterprise go-to-market strategy, and event planning to accelerate sales cycles. They will also build out marketing channels for the advisor segment and manage the company's brand identity and corporate communications.
Candidates must have 7-10+ years of B2B marketing experience, specifically in product marketing or complex enterprise sales motions. Experience in regulated industries like financial services, insurance, or healthcare is strongly preferred.
Capitalize is building critical infrastructure for the $20 trillion retirement savings market with scalable technology and a world-class team.
We’re bringing a digital, API-first approach to modernize the $1 trillion in retirement account transfers and rollovers that happen annually. By doing so, we’re helping the almost 20 million Americans who change jobs each year with a 401(k) do the right thing with their assets.
Our Enterprise offering includes a full suite of APIs used by leading financial institutions such as Robinhood, Morgan Stanley, SoFi, TIAA, and many more. Our Advisor offering helps wealth management firms and advisors leverage that same technology, helping end-users seamlessly find and consolidate their retirement savings into one account.
We’ve raised $35mm+ from leading venture capital investors including RRE Ventures, Canapi Ventures, Greycroft, and others, and we’ve been recognized as one of TIME’s 100 Best Inventions, one of the Most Innovative Companies in America by Fast Company, and by Forbes as one of the Top 50 Fintech Companies in the US for several years running.
We sell into some of the largest and most sophisticated enterprises in financial services. We're looking for a Director of Marketing who can act as a force multiplier for our enterprise sales team, own product marketing end to end, design and build out marketing channels and enablement strategy for both enterprise and advisors, and drive an in-person and event strategy that accelerates deals and wins trust.
This role reports directly to our Chief Commercial Officer and sits at the intersection of sales, product, and marketing. You'll be measured on driving real business outcomes, such as shorter cycles, higher win rates, sharper product launches, and pipeline from new segments.
We're looking for an athlete and a generalist: someone who can set the strategy across all of these areas and then get in and build it themselves. You'll own this function end to end, with a direct line to executive leadership, and real influence over how we win our biggest deals, launch our biggest products, and grow our business.
This is a critical role with room to grow: you'll have the opportunity to build and lead a team over time as the company and function scales.
1. Product Marketing (~30%)
2. Enterprise GTM & Deal Acceleration (~30%)
3. Events & Field Marketing (~15%)
4. Advisor Channel Expansion (~15%)
5. Brand (~10%)
Compensation & Benefits
Compensation range: $170k-210k base salary, depending on experience.
This role is hybrid based in New York City, with a requirement of at least three days per week in the office.
We are a mission-driven company focused on doing what is right for our customers and our team. That means assembling a group of diverse, hardworking people who want to be their best in a setting that is open and inclusive for all. We are committed to diversity in both measurable terms, such as gender and race, and across other dimensions, such as skill sets and experiences. We believe that a diverse, equitable, and inclusive company enriches our professional and personal lives. If that speaks to you, we want to meet you. Come help us build!
Powering retirement account transfers & rollovers for financial institutions, financial advisors, and individuals.
Capitalize is an award-winning platform to help financial institutions and their users digitally locate and transfer retirement assets, such as 401(k)s. Our APIs are used by leading online brokers, digital wealth providers, advisors, and recordkeepers to power rollovers & retirement account transfers natively for their users and our rollover platform is also available to individuals directly. Capitalize helps Americans better save for retirement by ensuring that they can easily find, transfer, and keep track of their retirement assets. Capitalize has been recognized as one of TIME’s 100 Best Inventions, as well as by Fast Company as a World Changing Idea and Forbes as one of the Top 50 Fintech Companies in the US for multiple years.
Offices: New York, NY 10010, US
Powering retirement account transfers & rollovers for financial institutions, financial advisors, and individuals.
Capitalize is an award-winning platform to help financial institutions and their users digitally locate and transfer retirement assets, such as 401(k)s. Our APIs are used by leading online brokers, digital wealth providers, advisors, and recordkeepers to power rollovers & retirement account transfers natively for their users and our rollover platform is also available to individuals directly. Capitalize helps Americans better save for retirement by ensuring that they can easily find, transfer, and keep track of their retirement assets. Capitalize has been recognized as one of TIME’s 100 Best Inventions, as well as by Fast Company as a World Changing Idea and Forbes as one of the Top 50 Fintech Companies in the US for multiple years.
Offices: New York, NY 10010, US
