Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
Who Are We Looking For?
Vestwell is seeking a strategic and collaborative Vice President of Channel Partner Marketing to lead marketing efforts across our advisor, financial institution, and state program channels. This leader will be responsible for developing and executing high-impact marketing strategies that strengthen our partner relationships, accelerate growth, and drive engagement throughout the customer lifecycle.
You’ll build scalable programs that empower financial advisors, state entities, and institutional partners to grow with us—delivering tailored campaigns, resources, and enablement that reflect their unique needs and market dynamics.
What Will You Be Doing?
Strategy & Leadership
- Lead the marketing strategy across Vestwell’s partner channels, including State Programs and Financial Institutions.
- Guide a small but growing team in delivering high-performing campaigns and enablement strategies.
- Partner with the SVP of Marketing to build a scalable operating model for partner marketing.
Integrated Campaigns
- Build and manage multi-channel marketing campaigns—including email, digital, content, and events—tailored to advisor and institutional partners.
- Ensure relevance and resonance with specific partner audiences while leveraging broader brand initiatives when appropriate.
- Measure and optimize program performance with clear KPIs aligned to business goals.
Partner Enablement
- Develop marketing toolkits, partner decks, sales collateral, and engagement strategies that help advisors and institutions communicate effectively with their clients.
- Translate thought leadership into actionable, channel-specific content that drives enrollment and retention.
- Act as a bridge between marketing, sales, and state/client success to align messaging and GTM strategies.
Client & Channel Support
- Build strong relationships with client-facing teams to uncover marketing needs and co-create impactful solutions.
- Represent marketing in external partner conversations, helping shape go-to-market plans and supporting partner-driven initiatives.
- Own the execution of partner-focused events, webinars, and sponsorships.
Requirements
The Necessities
- 8-10 years in B2B marketing with experience in partner/channel marketing or integrated marketing roles.
- Demonstrated ability to lead strategic marketing programs that support complex partner ecosystems.
- Experience managing teams, cross-functional stakeholders, and external vendors or agencies.
- Skilled in translating business needs into compelling campaigns and scalable programs.
- Strong communication, project management, and stakeholder engagement skills.
The Extras
- Background in financial services or fintech, with an understanding of advisor and institutional channels
- Proficiency with tools like Salesforce, Hubspot, Asana, PowerPoint, and Excel
- MBA or advanced degree in marketing, business, or related field
This role will be based in our New York City HQ and will be part of Vestwell's hybrid in-office operation.
The expected base salary range for this position is $155K - $165K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
OUR BENEFITS
We’re a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!
OUR PROCESS
It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.
For your awareness you will only receive correspondence from [email protected] any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
Top Skills
What We Do
Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans. Leading financial institutions, state governments, and embedded financial affiliate groups can seamlessly utilize Vestwell’s innovative and scalable platform to provide flexible, cost-effective, and user-friendly workplace savings programs to their small business clients and individual savers.
Vestwell is at the forefront of change in the $33T+ workplace savings industry. Through our platform and industry partners, we are on a mission to democratize access to savings programs for the 30M+ small businesses across the country.
Why Work With Us
Vestwell has backing from leading fintech and strategic investors and a growing team of superstar professionals. Our mission is to provide a unified workplace savings platform, while closing the savings gap across the country. It's a massive, complex challenge to solve, and we have an incredible team to do it.
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