fpPathfinder LLC Director Of Marketing Remote · Full time Company website

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fpPathfinder was founded in 2018 to bridge the gap between complexity and clarity. Our team is dedicated to helping advisors unravel the intricacies of financial planning concepts and translate them into actionable steps that you can implement with confidence.

More than 5,500 financial advisors rely on our guides to have better, confident planning conversations with their clients. As our Director Of Marketing , you’ll lead efforts to shape the brand, expand our reach, and accelerate adoption of a solution that’s already transforming how advisors communicate complex financial topics.  Learn more about fpPathfinder: www.fpPathfinder.com

We’re a founder‑led, bootstrapped company that’s operated independently since 2018. Our team is small, remote, and highly collaborative - five full‑time employees supported by part‑time contractors.  We work like a unit, not a collection of silos. We run on EOS, so we’re disciplined about process, make decisions based on data, and stay tightly aligned across the business.  Most of our collaboration happens on Eastern Time, but we keep the culture flexible and protect work‑life balance as part of company culture .

Our marketing efforts have focused on B2B Product Led Growth using a self-service model for individual membership and an inbound sales approach for multi-member groups.

We have two core values that guide us every day: 1) Be Curious: Ask questions rigorously, continually learn and improve, be alert to what’s coming. 2) Foster Craftsmanship: Create something amazing, attend to details, solve problems with creativity and resourcefulness. 

Job Goal and Overview:

Own the company’s marketing function end‑to‑end by driving a consistent increase in net new memberships through strategic leadership, data-informed experimentation, and continuous optimization.

The primary goal is to increase net new memberships, through product-led growth across our three main channels: individuals, groups, and partnerships.

This role begins as a true builder’s role. You’ll be the one driving marketing from the ground up. That includes shaping the strategy, executing the work, and pulling in contractor support as needed. Upon successful growth, we will be looking to reinvest into the marketing function by providing the resources you need to support continued growth, but in the early stages you’ll operate as a one‑person team. 

Top Responsibilities:

Marketing Strategy & Leadership

• Develop strategies to grow memberships across the full lifecycle, from awareness and acquisition through expansion and upgrades
• Create alignment for the marketing strategy across the other functional areas of the business (for example: Product, Member Services)
• Create and prioritize multi-quarter tactical plans to reach one year goals and execute the plans
• Identify, build, and lead the resources, contractors, technology, processes, and budget needed to achieve marketing goals

Marketing Core Execution

• Craft and launch campaigns and messaging across fpPathfinder's website, email, social media, and other channels
• Manage marketing-related data and regular reporting
• Own pre-login Website pages (homepage, Become A Member, etc.)
• Responsible for weekly newsletters (ActiveCampaign) and Social Media (Linkedin for Company page)
• Create and evaluate new approaches to improve sales funnels and automations
• lead, and evaluate the webinar process and other educational initiatives that expand awareness, engage prospective members, and strengthen fpPathfinder's position in the market
• Own the partnership motion including identifying and developing new potential partners, managing relationships and activities, and ensuring mutual value
• Manage inbound group sales activities, including qualifying interest, demoing the product, presenting proposals, and assisting group prospects through the final decision steps

Compensation / Benefits:

• $105,000-$125,000 (plus bonus if company goals are met)
• Flexible Work Schedule: We support a flexible work environment (flex time) that allows employees to work when and where they are most effective, while maintaining strong alignment with stakeholders. Rather than fixed daily schedules, our only required hours are tied to standing stakeholder meetings. It is still expected that full time employees work 40 hours a week, but we give you wide latitude to adjust the schedule to meet your needs.
• PTO policy: first year, PTO of 15 days (This is prorated based on the first full 12 months of employment).  For years 2-4, 20 days PTO. For years 5+, 25 days PTO and eligible to roll over up to 10 days a year, not to exceed 35 days off in any calendar year.
• Education and learning stipends: Conferences: $3,000/yr, Education: $2,000/yr 
• Office/tech budget to make your home office great: $1,500/yr. This amount can be rolled over for year one, which may be helpful if you buy a new computer.
• Reimbursement for approved professional licenses, certifications, and designations
• 401(k)
• Paid Parental Leave of 3 months

Ideal Candidate

The ideal candidate would have some of (or, even better, all of) the following traits:

• Self-motivated enough to work in a virtual environment with limited supervision
• Have an extremely strong inclination for continuous learning
• 10-15 years of professional experience
• 5+ years in B2B marketing roles
• 2+ years owning PLG funnel 
• Comfortable speaking and presenting in front of a live or virtual audience 
• Bonus points if you have experience in the wealth management, content or fintech space

Required proficiency with

• Martech stacks
• Crafting messages that result in CTA execution
• Campaign management/outreach Tools
• Social media management
• Analytics and insights
• Experimental mindset
• Data-driven decisioning
• Attention to detail
• Able to juggle multiple simultaneous initiatives

Bonus experience points:

• Google analytics (GA4)
• ActiveCampaign
• Led sales or partnerships activities

Other:

• Travel: This role requires approximately one business trip per year. Additional travel may occasionally be required based on business needs.
• We operate in the Eastern Time Zone