Senior Manager, Enterprise Channel Marketing

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 790,000 businesses and more than 2.75 million active savers, with over $57 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, hands-on Channel Partner Marketer to lead marketing across Vestwell Workplace Savings partner segments: Enterprise (large financial institutions and recordkeeping partners), Advisor (RIAs, broker-dealers and independent advisors), and Special Markets (including Pooled Employer Plans). This partner-facing leader will turn channel strategy into programs that help partners sell, launch and grow with Vestwell.

You'll build scalable marketing programs tailored to each segment's buying motion: co-branded campaigns and joint go-to-market plans for enterprise institutions, practice-growth enablement for advisors, and sales enablement materials for PEPs and other specialty channels. You'll work closely with partnership sales, relationship management and product marketing to drive pipeline, sales enablement and partner engagement.

What Will You Be Doing?

Strategy & Leadership

- Own the annual and quarterly marketing plans for the Enterprise, Advisor and Special Markets (PEP) channels, aligned with partnership sales targets.

- Build joint go-to-market and co-marketing plans with large financial institution partners, including co-branded campaigns, launch programs and field enablement.

- Navigate partner brand, compliance, and approval processes to keep programs on schedule.

- Support executive business reviews and partner planning sessions with marketing performance and roadmap updates.

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.

Measurement & Optimization

- Set channel KPIs (partner-sourced pipeline, plan launches, partner engagement, asset usage) and report on performance.

- Use data from Salesforce and HubSpot to optimize programs and prioritize investment.

Cross-Functional Leadership

- Act as the marketing lead for partnership sales and relationship management teams across all three channels.

- Manage agencies, vendors and freelancers; mentor a marketing manager as the team grows.

- Own partner-focused