Advisor360° · 1 day ago
Head of RIA Segment Marketing
Needham, MA
Full-time
Onsite
Director/Executive
$197K/yr - $230K/yr
10+ years expAdvisor360° is a leading SaaS platform in the fintech space, transforming how wealth management firms operate and serve their clients. They are seeking a Head of RIA Segment Marketing to build their RIA marketing strategy from the ground up, focusing on defining the market narrative, creating compelling content, and driving market impact.
Information TechnologySaaSSoftwareTrading PlatformWealth Management
No H1B
Responsibilities
Own the RIA Market Narrative
Define how Advisor360° speaks to the RIA audience — shaping our story, tone, and positioning from first principles
Translate complex platform capabilities into simple, credible, and resonant value propositions
Position Advisor360° alongside preferred applications to articulate the ideal Advisor Experience for different RIA audiences
Identify RIA use cases and clearly articulate Advisor360°’s competitive differentiation
Be the internal voice of the RIA buyer, bringing market empathy and clarity to cross-functional conversations
Create Compelling Content and Thought Leadership
Produce and guide content that resonates with RIAs — think: point-of-view articles, ecosystem insights, case studies, and product storytelling
Partner with Product, Sales, and Leadership to align messaging and support key launches and pitches
Elevate Advisor360°’s voice in industry conversations — sharing the Advisor Experience powered by an AI-native wealth operating system
Serve as the external market representative for our RIA offering (speaking at industry events, webinars, etc.)
Build and Run Go-to-Market Experiments (partnering with functional marketing teams)
Design and execute lean, high-impact campaigns across digital, events, and content to drive awareness and engagement
Measure what works (and what doesn’t) — optimizing in real time using performance data, feedback loops, and creativity
Develop and test early demand-generation strategies, including content journeys, email sequences, webinars, and small-format events
Drive Pipeline and Market Impact
Working in partnership with the Demand Generation Team, define and own marketing-generated pipeline targets within the RIA segment, ensuring consistent contribution to revenue goals
Build repeatable, scalable programs that convert awareness into qualified opportunities
Partner closely with Sales and Product Marketing to ensure alignment from positioning through pipeline
Use data-driven insights to guide investment decisions and go-to-market prioritization
Drive Market Insight and Strategic Alignment
Continuously analyze the competitive landscape — identifying whitespace, threats, and opportunities
Feed insights back into product strategy, go-to-market, and leadership decisions
Help shape how we measure success and evolve our strategy as we scale from zero to one
Qualification
Required
10+ years of experience in B2B marketing, with at least 5 years focused on RIAs or wealth management
Deep understanding of the RIA landscape, advisor personas, and industry challenges
Experience in FinTech, SaaS, or financial services
Strong track record of driving growth through data-driven marketing campaigns
Exceptional communication and leadership skills
Proficiency with CRM and marketing automation tools (e.g., Salesforce, HubSpot, Marketo)
Bachelor's degree in Marketing, Business, or related field (MBA preferred)
Preferred
Prior experience working at or marketing technology to RIAs
Deep understanding of RIAs and current advisor workflows and processes
Familiarity with regulatory/compliance considerations for marketing in financial services
Experience with account-based marketing (ABM) and demand generation strategies
Strong analytical mindset with the ability to translate metrics into actionable strategies
Benefits
Competitive base salaries
Annual performance-based bonuses
The chance to share in the equity value you and your colleagues create during your time with the company
Comprehensive health benefits, including dental, life, and disability insurance
Unlimited paid time off program
Company
Advisor360°
Advisor360° is a wealth management platform that streamlines advisor workflow, increases productivity and drives enterprise growth.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Eric Esfahanian
Head of Enterprise Sales
Recent News
Business Wire
2026-01-14
2026-01-06
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