Marketing Channel Manager - Financial Advisors jobs in United States
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401GO · 2 days ago

Marketing Channel Manager - Financial Advisors

positionSandy, UT
timeFull-time
remoteOnsite
senioritySenior Level
date5+ years exp

401GO is a fast-growing fintech start-up reinventing retirement through an advanced automated retirement platform. The Marketing Channel Manager will lead marketing strategy for the Financial Advisor segment, acting as a liaison between Marketing and Sales to drive revenue through advisor-focused content and campaigns.

Financial ServicesProfessional ServicesSmall and Medium BusinessesSoftware

Responsibilities

Own GTM and messaging for financial advisors (RIAs, broker-dealers, TAMPs)
Build partner enablement materials (decks, one-pagers, comparison sheets, webinars, case studies)
Develop channel-specific campaigns and co-marketing plays focused on sales outcomes
Align closely with Sales on funnel performance, partner needs, and content priorities
Measure and report on sourced and influenced pipeline and partner engagement
Maintain compliance with regulatory and advisor-facing content standards

Qualification

B2B marketingFinancial advisor ecosystemData-driven mindsetContent creationCross-functional collaborationExperience in fintechCommunicationPresentation skills

Required

5+ years in channel, partner, or B2B marketing with direct experience in the financial advisor ecosystem
Deep understanding of the advisor landscape and retirement industry workflows
Ability to create targeted content and campaigns that drive sales-qualified opportunities
Strong cross-functional collaboration (Sales, Product, Compliance, RevOps)
Data-driven mindset with experience reporting on pipeline and channel contribution
Strong communication and presentation skills

Preferred

Experience working for a fintech or SaaS company

Benefits

A standout 401(k) plan (naturally!).
Generous stock options—share in our growth and success.
Excellent benefits, including medical, dental, and vision.
Flexible hours—because great work doesn’t always happen 9–5.
Plenty of PTO—we value work-life balance.
A fully stocked kitchen when you’re in the office.

Company

401GO

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401GO administers 401(k) plans for business of all sizes and helps them to run their business smoothly.
dateFounded in 2019
location
West Jordan, Utah, USA
people-size51-200 employees
web-link
https://401go.com

Funding

Current Stage
Growth Stage
Total Funding
$47M
Key Investors
Centana Growth PartnersNEXT Frontier CapitalImpression Ventures
2025-12-09Series B· $33M
2024-04-23Series A· $12M
2021-08-17Seed· $2M

Leadership Team

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Daniel Beck
Co-Founder | CEO
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Nathan Beck
Co-Founder and CTO
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Recent News

alleywatch.com
The Weekly Notable Startup Funding Report: 12/15/25
2025-12-16
vcnewsdaily.com
SANDY, UT, 401GO, a fully-owned 401(k) platform, announced $33 million in Series B funding.
2025-12-12
Venture Capital
401GO Secures $45M in Series B Funding to Revolutionize 401(k) Plans
2025-12-12
Company data provided by crunchbase