Position: Director of Product Marketing

Location: Chicago, IL (Hybrid)

In Office Requirements: ~1 day per week

Target Start Day: June 2023

THE COMPANY:

Building and executing a great investment strategy shouldn’t require a PhD, nor a million-dollar budget. It should be simple. The wealth management industry is rapidly evolving, and tech solutions like YCharts are paving the way for advisors and planners to scale their businesses.

YCharts enables its customers to make smarter investment decisions and better communicate with their prospects and clients. Our cloud-based software provides investment advisors, wealth managers, asset managers and retail investors with powerful research tools, comprehensive data, compelling visuals, and customizable sales collateral. 

Thanks to our best-in-breed software and unparalleled support, YCharts has transitioned from a fintech startup to a thriving growth company (Inc. 5000 Honor Roll 6x Fastest Growing Company) in the burgeoning “wealth-tech” space. YCharts proudly services industry-leading names such as John Hancock, TD Ameritrade, Fidelity and Charles Schwab.

THE POSITION:

We are seeking a Director of Product Marketing with a tremendous work ethic and knowledge of investing and the wealth management industry. Working alongside the marketing, product management, sales and customer success teams, you’ll be responsible for co-crafting the go-to-market strategy, and creating the product messaging and sales enablement materials that will help drive YCharts’ growth. You will lead a growing team focused on developing content that will excite and educate current customers, drive demand, generate leads, and influence the sales pipeline for new prospects as well as expansion opportunities at existing clients. 

WHAT YOU’LL BE DOING:

• Lead a team of 3 Marketing Analysts
• Own the YCharts content strategy
• Fuel the organization with conversion-oriented sales enablement content for all parts of the sales funnel
• Craft product messaging clearly defining the ways YCharts differentiates itself from competitor tools and how it applies to different verticals and user personas 
• Review and consult on copy and content for all marketing needs across the blog and website, social media, Google ads, and email campaigns
• Host webinars and other content-driven videos; connecting new product features & capabilities to compelling webinar topics and talking points
• Execute long-form thought leadership pieces (surveys, white papers, etc.) that position YCharts as a knowledgeable and trusted authority in the wealth management industry
• Strengthen and accelerate the adoption and use of new features
• Track and report on all efforts, regularly to senior leaders at YCharts

QUALIFICATIONS AND SKILLS:

• BS in Marketing, Finance or Economics
• Minimum of 6 years of relevant domain-related work experience (product marketing/marketing/product management/customer success at a fintech or financial services company) 
• Two years of experience leading a team and/or managing client relationships
• Experience and comfort in communicating with clients both in person and virtually
• Demonstrated knowledge and passion for investing, economics, and/or personal finance
• Strong business and creative writing skills/storytelling skills with exceptional attention to detail
• Data-driven and conversion-oriented. You create reports to understand what activities drive conversions at each stage in the funnel, and continually refine processes to improve
• Track record of successfully developing, implementing, and executing a product adoption strategy

• Proficiency in YCharts or a competing software platform, Google Analytics, WordPress, SEM Rush 

Y YCHARTS?: 

• 6x Inc. 5000 “Fastest Growing Companies” 
• American Banker's 2020 and 2021 "#1 Best Fintechs to Work For"
• Built-in Chicago’s 2022 “​​Best Places to Work” and “Best Small Company to Work For”
• Inc.’s “Best Workplaces” 
• Inc.’s “Top Regionals: Midwest” 
• Crain's "Best Places to Work in Chicago"
• Deloitte's "Technology Fast 500"
• InvestmentNews' "Biggest Fintech Innovations"
• Technology Tools for Today & Inside Information’s “Top Tool Advisors Are Thinking About Adding” 
• 2022 Kitces Report’s “Investment Data” market leader, #1 most-adopted in the last year, #2 in market share
• Business Intelligent Group’s 2022 Best Places to Work
• WatersTechnology’s Most Innovative 3rd Party Tech Vendor

PERKS & REC:

• Chicago (River North) & NY (Chelsea) offices with flexible remote options
• 100% Employer-covered medical, dental & vision insurance 
• Flexible Spending Accounts (Healthcare and Dependent Care)
• 401(k) match
• Paid parental leave
• Discounted Pet Insurance
• Great Work/Life Balance: Generous PTO including Vacation Days, Paid Holidays, Sick Days, Professional Education Days, and “Celebration Days”
• DEI commitment
• Continued education via “Starbucks and Study”
• Opportunity to join committees (Educational committee, DEI committee, Social Committee, Women at YCharts, and more!)
• Summer hours— we head out early during the warm months!

IN-OFFICE PERKS:

• $60/week Grubhub credits for in-office lunches
• Rotating selection of high-quality coffees
• Craft beer, kombucha, and cold brew on tap
• Snacks and drinks to get you through the day
• Opportunity to join team leagues like kickball
• Fun company outings include an annual celebration in Chicago, Whirlyball, community service, baseball games and happy hours!

YCharts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

At YCharts, we feel strongly that respect and inclusion are essential ingredients for creativity, innovation, and success. While we know there’s more work to be done to advance diversity and inclusion, we’re proud of our success thus far and excited for the journey to come. Want to help us?

Learn more about our culture (video)