Frederick Fox

<h1>Marketing Manager</h1>
<h2>The opportunity</h2>
<p>Wealth transfer advice has never scaled. Families with complex estates still get advice assembled from documents, memory, and meetings—while the software around them was built for the mass market. This role owns the marketing system that makes a new category obvious to wealth advisors, trust and estate attorneys, and family offices, and turns that attention into qualified pipeline.</p>
<p>It is a hands-on, high-ownership seat. You will set the narrative, run the programs that reach considered buyers, and prove what works with closed-loop measurement—not vanity metrics.</p>
<h2>Performance objectives</h2>
<ul>
<li>Define and ship a category narrative that advisors, attorneys, and multi-family offices can repeat, and that sales uses in live conversations within the first quarter.</li>
<li>Build a demand engine—owned, earned, and paid—that produces a measurable share of sourced and influenced pipeline against agreed targets.</li>
<li>Stand up marketing measurement: funnel definitions, campaign taxonomy, UTM governance, and dashboards leadership actually runs on (pipeline, CAC, conversion by channel).</li>
<li>Run lifecycle email and paid programs (search and LinkedIn first) with conversion tracking, disciplined tests, and clear scale-or-stop rules.</li>
<li>Turn customer proof into assets—case stories, demos, and landing pages—that shorten sales cycles for wealth, tax, and legal buyers.</li>
<li>Partner with product, sales, and customer success so launches, enablement, and campaigns move as one motion, reviewed monthly against revenue outcomes.</li>
</ul>
<h2>Environment and resources</h2>
<p>You report into go-to-market leadership on a small team where marketing, product, and customer success sit close together. Core stack includes HubSpot, GA4, and the major paid platforms; design and content are partners, not a distant agency. Budget is real but scrutinized—you own allocation and the monthly reporting rhythm. NYC office with a strong in-person culture; remote is supported. Subject-matter experts in wealth strategy are in the building when the message has to be precise.</p>
<h2>Essential qualifications</h2>
<ul>
<li>4+ years hands-on B2B marketing in SaaS or another considered purchase, with ownership of pipeline—not just activity.</li>
<li>You have built or rebuilt measurement: attribution, campaign tracking, and closed-loop reporting tied to revenue.</li>
<li>In-platform experience running Google Ads and LinkedIn Ads, including conversion tracking you set up yourself.</li>
<li>Email craft you will do yourself: segmentation, nurture, deliverability, and testing.</li>
<li>Writing and positioning sharp enough for sophisticated financial and legal audiences; regulated-category experience is a plus.</li>
<li>Bias to action: you ship, read the numbers, and change the plan without waiting for a larger team.</li>
</ul>
<h2>Why this role</h2>
<ul>
<li>You will build the digital marketing foundation of a category still being defined—and see the effect in pipeline every week.</li>
<li>Work sits next to founders and GTM leaders, not several layers away from the customer.</li>
<li>Customers are the firms that already set the standard in private wealth, tax, and law—your work has to earn that room.</li>
<li>Full employee health coverage, dependent coverage support, four weeks PTO, parental leave, 401(k), and wellness, commuter, and learning stipends.</li>
</ul>
<h2>Apply</h2>
<p>If you want to own the story and the system that gets a hard category adopted—and you would rather show the dashboard than describe the brand—apply. Bring the work that moved pipeline.</p>

*****************
Marketing Manager
*****************

---------------
The opportunity
---------------

Wealth transfer advice has never scaled. Families with complex
estates still get advice assembled from documents, memory, and
meetings—while the software around them was built for the mass
market. This role owns the marketing system that makes a new
category obvious to wealth advisors, trust and estate attorneys,
and family offices, and turns that attention into qualified
pipeline.

It is a hands-on, high-ownership seat. You will set the
narrative, run the programs that reach considered buyers, and
prove what works with closed-loop measurement—not vanity metrics.

----------------------
Performance objectives
----------------------

* Define and ship a category narrative that advisors, attorneys,
and multi-family offices can repeat, and that sales uses in live
conversations within the first quarter.
* Build a demand engine—owned, earned, and paid—that produces a
measurable share of sourced and influenced pipeline against
agreed targets.
* Stand up marketing measurement: funnel definitions, campaign
taxonomy, UTM governance, and dashboards leadership actually runs
on (pipeline, CAC, conversion by channel).
* Run lifecycle email and paid programs (search and LinkedIn
first) with conversion tracking, disciplined tests, and clear
scale-or-stop rules.
* Turn customer proof into assets—case stories, demos, and
landing pages—that shorten sales cycles for wealth, tax, and
legal buyers.
* Partner with product, sales, and customer success so launches,
enablement, and campaigns move as one motion, reviewed monthly
against revenue outcomes.

-------------------------
Environment and resources
-------------------------

You report into go-to-market leadership on a small team where
marketing, product, and customer success sit close together. Core
stack includes HubSpot, GA4, and the major paid platforms; design
and content are partners, not a distant agency. Budget is real
but scrutinized—you own allocation and the monthly reporting
rhythm. NYC office with a strong in-person culture; remote is
supported. Subject-matter experts in wealth strategy are in the
building when the message has to be precise.

------------------------
Essential qualifications
------------------------

* 4+ years hands-on B2B marketing in SaaS or another considered
purchase, with ownership of pipeline—not just activity.
* You have built or rebuilt measurement: attribution, campaign
tracking, and closed-loop reporting tied to revenue.
* In-platform experience running Google Ads and LinkedIn Ads,
including conversion tracking you set up yourself.
* Email craft you will do yourself: segmentation, nurture,
deliverability, and testing.
* Writing and positioning sharp enough for sophisticated
financial and legal audiences; regulated-category experience is a
plus.
* Bias to action: you ship, read the numbers, and change the plan
without waiting for a larger team.

-------------
Why this role
-------------

* You will build the digital marketing foundation of a category
still being defined—and see the effect in pipeline every week.
* Work sits next to founders and GTM leaders, not several layers
away from the customer.
* Customers are the firms that already set the standard in
private wealth, tax, and law—your work has to earn that room.
* Full employee health coverage, dependent coverage support, four
weeks PTO, parental leave, 401(k), and wellness, commuter, and
learning stipends.

-----
Apply
-----

If you want to own the story and the system that gets a hard
category adopted—and you would rather show the dashboard than
describe the brand—apply. Bring the work that moved pipeline.

Marketing Manager

About the role

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