Marketing / Sales

Marketing Manager

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About the role

We are searching for a Marketing Manager to coordinate and implement the marketing strategy of Wealthbox CRM and have ownership of the marketing funnel.

As the Marketing Manager for Wealthbox, you will have previous experience developing and implementing marketing plans, campaigns, branding, promotion, content marketing, and copy writing. Successful use of marketing and analytics tools are critical.


  • Develop content for multi-channel marketing campaigns through each phase of the sales funnel
  • Manage outbound email marketing campaigns
  • Optimize our channel strategy through testing, monitoring, and campaign analysis to increase conversion rates
  • Use analytics to make data-driven decisions to refine online ad campaigns
  • Collaborate on special advertising and promotion initiatives
  • Oversee partner marketing campaign and coordination
  • Manage newsletters, press releases, blog posts, social media marketing and content marketing
  • Organize company events such as webinars and trade conferences
  • Manage brand assets and content library

Preferred Requirements:

  • Excellent writing skills
  • Prior experience in online marketing
  • Data analytics knowledge
  • Fintech, wealth-tech experience a plus
About the company

Wealthbox CRM, owned by Starburst Labs, Inc., is a rapidly growing SaaS product designed for financial advisors and integrated with leading technology platforms like Schwab and Fidelity. With a super high NPS score among our advisor customers and a 50%+ conversion rate from free trial to paid plans, Wealthbox is now amplifying our marketing strategies to continue our growth.

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