Marketing Coordinator

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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 5x 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.

PRIMARY JOB RESPONSIBILITIES:

  • As the YCharts Marketing Coordinator, you will support a wide range of digital marketing initiatives including social media, influencer marketing, virtual and live events, award recognition efforts and account-based marketing (ABM)
  • Manage and grow YCharts’ social media channels including LinkedIn, Twitter, Facebook, Instagram and YouTube — understanding these platforms and how they support community-building is critical
  • Establish and maintain YCharts’ social media calendar, seasonal campaigns, award calendar, and tracking for digital marketing efforts

DAILY AND MONTHLY RESPONSIBILITIES:

  • Lead community-building efforts by posting content from our content team and moderating and engaging with comments and influencers across our channels 
  • Stay up-to-date on conversations and trends, and identify relevant opportunities for YCharts to engage across social channels
  • Assist with key accounts, customer and influencer marketing, including the preparation of webinar and event presentation materials, newsletters and related logistics
  • Maintain repositories of all marketing assets and collateral, ensuring stakeholders can find what they need when they need it
  • Coordinate sending swag to key partners and customers, leveraging our new gifting platform
  • Perform related job duties as assigned and required

YOU ARE:

  • Interested and curious about the financial markets. You follow FinTwit and are prepared to join in on daily conversations
  • Meticulous. Your attention to detail is unmatched
  • Creative. Always looking for new, relatable ways to engage with our customers
  • Organized. You know how to manage multiple projects and competing priorities to create an actionable plan and get the most impactful work done
  • A self-starter. You’re always ready to roll up your sleeves and jump on opportunities when you see them without being asked
  • A true team player. You think across the full spectrum of channels available to us
  • Data driven. You seek out data to inform your approach and constantly iterate on what you’re doing based on what’s working and what’s not
  • Knowledgeable. You have experience in all social networking platforms including a proven track record of personal and/or business account growth. Hubspot and WordPress experience a plus!

Y YCHARTS?: 

  • 5x 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 Places to Work” 
  • Inc.’s “Top Regionals: Midwest” 
  • Fintech Global’s “WealthTech 100” 
  • 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” 

PERKS & REC:

  • Chicago (River North) & NY (Chelsea) offices with flexible remote options
  • 100% Employer-covered medical, dental & vision insurance 
  • 401(k) match
  • Paid parental leave
  • Generous PTO including Vacation, Sick Days and “Celebration Days”
  • DEI commitment
  • Continued education via “Starbucks and Study”
  • 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 including 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?

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Technology we use

  • Engineering
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RLanguages
    • TypeScriptLanguages
    • DjangoFrameworks
    • Node.jsFrameworks
    • HubSpotCRM

Location

Our River North office is our official headquarters. Hybrid team members enjoy an open floor plan, tons of natural light and a casual dress code with plenty of in-office perks like free lunch delivery, craft beer on tap, kombucha, cold brew, snacks and drinks.

What are YCharts Perks + Benefits

YCharts Benefits Overview

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!

Culture
Volunteer in local community
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Employee-led culture committees
Summer hours
Flexible work schedule
Summer hours (early release at 2 pm) and flexible scheduling if needed.
Remote work program
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Diversity manifesto
Mean gender pay gap below 10%
Diversity employee resource groups
Women at YCharts
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Company equity
Performance bonus
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Return-to-work program post parental leave
Vacation & Time Off Benefits
Generous PTO
Paid volunteer time
Paid holidays
Paid sick days
Office Perks
Commuter benefits
YCharts offers pre-tax commuter benefits for all employees
Company-sponsored outings
Free daily meals
$20 for lunch 3x / week if in the office
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Professional Development Benefits
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Continuing education available during work hours
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

All YCharters are provided the flexibility to work from wherever, whether it be the office, their home, an Airbnb out-of-state, or even the country! As long as they continue to achieve their goals, we’re leaving our flexible policy available.

For those who do want to come into the office, we moved into a brand new space and added a state-of-the-art air filtration system, a $20/day stipend for office lunches via Grubhub, new fun games, tons of snacks as well a massage chair in our peace room to regroup after a long call.

All remote YCharters are given the option of having monitors, a desk and tech equipment sent to their residence.

Lastly, and probably most importantly, we all know and felt the effects COVID had on our mental and physical health. To ensure the utmost well-being of all YCharters, we provide stipends for mental health needs, introduced additional sick days, added a “Celebration Day” where employees can enjoy an extra day of PTO, and implemented virtual team building exercises.

A new committee, “BuddY Program” was created to help new employees assimilate more easily (either virtually or in person) into our company culture. We’ve also enhanced our Support Structure Policy and Employee Assistance Program as well so all YCharters can rest easy when it comes to understanding mental health comes first.

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