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Jobs at Portfolio Companies

Companies in the Duke Capital Partners portfolio are looking for talented, ambitious people to join their teams.
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Duke Capital Partners
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Performance Marketing Analytics Manager

Vestwell

Vestwell

Marketing & Communications, Data Science
New York, NY, USA
Posted on Thursday, May 2, 2024

WHO ARE WE?

There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it’s imperative that every worker has access to and participates in their company’s savings program, such as a 401(k) or 403(b). We believe that American workers should have easy access to an inexpensive, flexible, and intuitive solution to save for a brighter future.

Unfortunately, prior to Vestwell, small businesses have been neglected and underserved, with expensive, inflexible, poorly designed offerings built on old, mainframe software. Vestwell is changing that, starting with rebuilding the core infrastructure for the modern era.

Vestwell’s north star is to be the engine behind a $30T industry, powering all payroll-deducted workplace savings programs for small-to-midsize businesses, such as 401(k), 403(b), IRA, emergency savings accounts (ESA), health savings accounts (HSA), 529 college savings, and alike.

Vestwell’s focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of their financial services partners with the help of payroll provider partners. The team at Vestwell makes the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.

As a result, workplace providers are able to bestow the advice and solution employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution designed for their needs without all the headaches, and employees get a user-friendly portal that helps them achieve their long-term saving goals.

WHY VESTWELL?

With backing from leading FinTech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-year old industry. Our team believes in the mission we’ve set out to achieve and we are working hard to get there. We’re ambitious, honest, thoughtful, and fun.

Who are we looking for?

The Marketing team at Vestwell is growing! We are looking for a strategic and data-driven Performance Marketing Analytics Manager to be the analytical backbone of our marketing efforts. You will be responsible for overseeing the return on investment of all Vestwell marketing activities (mail, webinars, events, and website enhancements) and collaborating across the marketing team to set up processes for monitoring the marketing funnel from lead generation to opportunity close. This role requires working closely with other teams, including finance and sales, to ensure our marketing strategies align with our overall business goals. The role reports to our Growth Marketing Director, and will play a pivotal role in steering our growth marketing strategy.

What will you be doing?

  • Develop and implement comprehensive dashboards to monitor the entire marketing funnel, from lead generation to opportunity close.
  • Support marketing teams by generating reports and tracking progress against key initiatives such as advisor re-engagement and saver participation rates.
  • Collaborate closely with the marketing team to establish cohesive dashboards and reporting mechanisms for channels and messaging strategies.
  • Set up a feedback loop to share how various messaging and channels perform, used to inform marketing decisions.
  • Oversee the development and monitoring of new landing pages, ensuring they align with our marketing objectives.
  • Identify and select appropriate platforms to track marketing performance.

Requirements

The Necessities

  • 3-5+ years’ experience in performance marketing analytics or a similar role, preferably within the financial or technology industry.
  • Proficiency in data analysis tools such as Google Analytics or similar platforms.
  • Strong analytical skills with the ability to interpret complex data sets and draw actionable insights.
  • Experience in developing and implementing comprehensive dashboards to monitor marketing funnel performance.
  • Excellent communication skills with the ability to collaborate effectively across marketing, finance, and sales teams.
  • Demonstrated ability to generate reports and track progress against key marketing initiatives.
  • Detail-oriented with a strong focus on accuracy and quality of work.

The Extras

  • A deep understanding of the financial industry & financial service technologies
  • Understanding and knowledge of retirement programs, state-administered Auto-IRA programs or experience working with other state savings programs

The expected salary range for this position is $95K - $105K. 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 an open vacation policy. We have adopted a remote-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 recruiting@vestwell.com 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.