Job Description

At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we're trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience-from portfolio construction and reporting to compliance and client engagement.


What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do.


We're a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create-internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what's possible in wealth management.


As we grow, we're looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. Join us, and be part of a company that's not only moving fast-but making it count.


This role is hybrid, requiring three days per week onsite in our Needham, MA headquarters.


As the Digital Marketing Manager for Parrot AI, you will lead all outbound digital marketing efforts for the product. You'll design, execute, and optimize campaigns across channels (PPC, SEO, content, email, social, partnerships) that drive demand. You'll also help shape messaging & positioning in partnership with the Parrot AI product marketer, understand the advisor persona deeply, track and report on performance, and work cross-functionally with Product Marketing, Sales, Customer Success, and Design to align.

Here's What You'll Do:

• Develop and execute a comprehensive digital marketing strategy for Parrot AI, including:
• • Paid acquisition campaigns (Google Ads, LinkedIn, etc.)
  • Organic growth via SEO & content marketing (blogs, white papers, webinars)
  • Email marketing and drip campaigns to nurture trial users & leads
  • Social media campaigns (organic + paid) tailored to financial/advisory audiences
  • Partnerships, co-marketing, and industry events/webinars
• Work with the Product Team to surface new features or capabilities that can be leveraged in marketing content or campaigns.
• Lead trial conversion efforts: onboarding flows, trial nurtures, feedback loops, showcasing case studies.
• Measure and analyze marketing metrics (CAC, LTV, conversion rates, trial to paid, etc.), report on performance, and use data to optimize spend and tactics.
• Manage budget, timelines, and vendor/agency partners as needed.
• Ensure all marketing is compliant and reflects Advisor360's standards for security, privacy, and data governance (critical in this domain).

What You Bring to the Table:

• Bachelor's degree in Marketing, Business, Communications, or similar
• 7+ years in digital marketing, preferably in B2B SaaS, FinTech, or tools used by financial advisors / wealth management. Prior experience marketing AI tools is a plus.
• Strong track record of driving growth via digital channels: paid acquisition, SEO, content, email, social.
• Excellent writing skills, especially for technical / financial audiences. Data-driven mindset: comfort with analytics tools (Hubspot, Google Analytics, Semrush, etc.), A/B testing, dashboards, and using metrics to drive decisions.
• Ability to juggle multiple projects and collaborate across teams (Product, Sales, Legal/Compliance, Design).
• Understanding of privacy, compliance, and security issues, especially in financial services
• Self-starter attitude; creative problem solver; can bring new ideas and see them through.

Why You'll Love Working Here:

It's not just about work-it's about building a career and enjoying the ride! Here's what you can expect: Why You'll Love Working With Us:

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.

The estimated base salary range for this position is $136,000-$157,000 + bonus & equity.

Advisor 360 provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications.

Additionally, Advisor360 leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360 reserves the right to modify this information at any time, subject to applicable law.


While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time.

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Tags

Work visa, 3 days per week,

Similar Jobs