Marketing Manager at OneVest | CA | Rezi

Marketing Manager at OneVest

Marketing Manager

OneVest · CA

1 months ago

Marketing Manager

OneVest · CA

a month ago
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About the Role

OneVest is seeking a Marketing Manager to join their marketing team. This generalist role focuses on product marketing, content creation, and go-to-market execution, translating complex product features into compelling language for financial institutions.

Responsibilities

  • Develop clear, compelling positioning and messaging for OneVest's platform and new features.
  • Translate product capabilities into clear, differentiated messaging that resonates with wealth management firms.
  • Develop messaging that resonates with target segments and evolves as the product evolves.
  • Build a track record of delivering messaging to key audiences through GTM campaigns, field sales plays, and executive-level presentations.
  • Partner with the digital team and broader marketing org to bring campaigns and content to life, while owning core messaging yourself.
  • Maintain a working view of the wealth management landscape and share relevant market insights with internal teams.
  • Identify trends in buyer needs and pain points that should inform product and marketing strategy.
  • Act as an internal point of coordination for launches, keeping input from Product, Sales, and Leadership moving so deliverables ship on time.
  • Create sales enablement materials: one-pagers, case studies, battlecards and sales decks.
  • Support product and feature launches end-to-end, partnering with Sales and Product to translate product capabilities into clear, buyer-relevant benefits.
  • Write blog posts, web copy, case studies and onboarding materials that support launches and ongoing demand.
  • Develop engaging content, such as webinars and videos, that showcases product capabilities.
  • Partner with the digital team to create a social media strategy, and be responsible for drafting and posting social content, including launches, news, and company milestones.
  • Draft press releases and support media outreach, including pitching and coordinating with reporters.

Requirements

  • 5 years of marketing experience with a mix of content, product marketing, and launch execution.
  • Proven experience supporting product launches and go-to-market execution.
  • Strong ability to synthesize market and customer insight into clear positioning.
  • Excellent written communication skills: clear, persuasive copy that shifts appropriately across sales enablement, web, press, and social.
  • Comfortable using AI tools (Claude and others) to execute work quickly, paired with the judgment to critically review, edit, and improve output.
  • Strong project management skills: able to coordinate across multiple stakeholders and keep initiatives moving against deadlines.
  • Experience working cross-functionally with Product, Sales, and Customer Success teams.
  • Comfortable learning a technical, complex product and translating it for non-technical buyers.
  • Ability to thrive in a fast-paced, small-team environment and take ownership without heavy oversight.
  • Prior experience at a B2B SaaS company strongly preferred.
  • Wealth management, financial services, or fintech experience is a plus.
  • Experience drafting press releases or coordinating media/reporter outreach is a plus.
  • Experience managing social content calendars and posting cadences is a plus.
  • Familiarity with tools like Figma, Canva, or similar design/content tools is a plus.
  • Experience with website maintenance and content management is a plus.

Skills

  • Content marketing
  • Product marketing
  • Go-to-market execution
  • Positioning and messaging
  • Sales enablement
  • Content creation
  • Copywriting
  • Project management
  • Cross-functional collaboration
  • AI tools
  • B2B SaaS
  • Wealth management
  • Financial services
  • Fintech
  • Press release drafting
  • Media outreach
  • Social media strategy
  • Content management

Location

  • Hybrid

Work Type

  • Full-time

Experience Level

  • 5 years of marketing experience

Benefits

  • Work closely with the executive team
  • Room for professional development in B2B SaaS and VC-backed tech
  • High-teamwork environment
  • 4 weeks of vacation
  • Company-wide shutdown between Christmas and New Year
  • Flexible & hybrid working environment
  • Comprehensive Group Health, Dental and Vision Benefit Plan
  • Employee Stock Option Purchase Plan

About the Company

  • OneVest is a fast-growing technology company on a mission to Power the World’s Wealth by revolutionizing how financial institutions deliver wealth management services.
  • An innovative team that thrives on creativity, collaboration, and the pursuit of excellence.
  • Listed as one of Forbes's best start-up employers.
  • Named on the WealthTech100 list for 2024.
  • Backed by notable investors including Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Fin Capital, Deloitte Ventures, and more.

Equal Opportunity

  • OneVest is dedicated to fostering a diverse, equitable, and inclusive workplace.
  • Encourages applications from individuals of all backgrounds, including those with visible and non-visible disabilities.
  • Provides accommodations at any stage of the recruitment and selection process upon request.
  • Does not use AI to screen, assess, or select candidates in the recruitment process.