SVP - Marketing
Remote
About Vest
Vest Financial is a rapidly growing investment management firm specializing in Target Outcome Strategies — including Target Buffer, Target Income, Target Growth and Target Financing. Vest has grown from managing under $500 million in 2019 to over $ 50 billion today, in partnership with leading asset managers.
The Opportunity
We are seeking a senior marketing leader with a rare blend of strategic vision and executional drive to accelerate Vest's brand evolution and scale our marketing impact to match our category-leading position. Leveraging Vest's established brand foundation, positioning, and thought leadership platform, you will lead all brand narrative, thought-leadership and new-media initiatives. This role isn't about simply supporting product launches — it's about shaping and expanding the identity of Vest as the firm that makes the possible accessible and driving the reach that turns expertise into market dominance.
You'll lead campaigns that define new categories, build high-engagement content ecosystems (podcasts, short-form video, social media), and turn the intellectual base of Vest into an unavoidable cultural and market presence. You'll architect the distribution networks, growth infrastructure, and execution velocity that transforms strong brand foundation into category-leading visibility.
This is a unique chance to lead brand and content strategy during a key growth phase of a firm that is transforming how outcomes are delivered in investing. You'll join a culture where bold thinking is rewarded and execution matters — where you can accelerate and scale, experiment, measure and shape the narrative of a company that blends Wall Street rigor with Silicon Valley ingenuity.
The role offers the rare opportunity to take an established foundation and catapult it into a category dominance – combining strategic vision with hands-on execution in a fast-growing company at an inflection point
What You'll Do
Brand & Narrative Strategy
- Evolve and amplify the Vest brand architecture, voice, visual identity and positioning across all strategy pillars (Buffer, Income, Growth, Financing) to drive expanded market reach and relevance
- Frame Vest as the firm that brings precision, clarity and access to modern portfolios — not just another asset manager.
- Lead the creation of distinctive brand assets and storytelling frameworks that elevate Vest beyond product-level marketing.
- Develop a clear point-of-view for Vest that differentiates us from traditional asset managers and resonates with advisors navigating uncertainty
- Scale brand reach through strategic distribution: Turn Vest's established foundation into omnipresent category leadership through content syndication, viral-ready campaigns, and systematic channel expansion.
Thought Leadership & New Media Focused Content Engine & Distribution
- Systematize existing thought leadership into high-velocity content production that drives consistent multi-channel engagement.
- Launch and manage high-impact thought initiatives
- Build a content engine using modern channels: podcasts, LinkedIn/YouTube shorts, live panels, newsletters — minimizing reliance on conventional PR/creative agencies.
- Develop an engagement and distribution strategy that leverages data, storytelling and platform native formats (short video, interactive content) to grow Vest's audience organically and authentically.
- Establish repeatable content production models (editorial calendars, contributor workflows, idea pipelines) that keep Vest top-of-mind
- Create a founder-forward narrative that leverages the CEO's and leadership team's expertise as a competitive advantage.
Campaign & Growth Execution
- Lead integrated campaigns that span digital, social, events, and linear engagement — but with a startup-mindset: test quickly, iterate fast, measure rigorously.
- Collaborate with product, distribution and sales teams to align brand efforts with business growth goals and partner positioning.
- Coordinate with legal and compliance teams to find creative solutions to build the brand while complying with the nuances and restrictions of federal securities laws – demonstrating ability to push boundaries within regularity constraints.
- Own metrics around brand awareness, thought leadership reach, advisor/partner engagement and inbound interest with rigorous performance tracking and data-driven optimization
Team & Culture Leadership
- Manage and mentor the existing marketing team (2 direct reports), develop capability around content creation, social engagement and brand analytics.
- Foster a culture of creativity, experimentation, and first-principles thinking — favoring original insight and modern media execution.
- Hire external talent/freelancers as needed and build a lightweight ecosystem of creators instead of traditional agency overhead.
- Partner directly with CEO to translate Vest's technical innovation and derivative expertise into accessible, compelling market narratives that drive business impact.
What You Bring
- 10+ years of marketing/brand experience with proven success, ideally in financial services, fintech, or high-growth companies –specifically in challenger brand or category-defining environments.
- Demonstrated track record of scaling brand visibility from strong foundation to market leadership -- especially through thought leadership, content and new-media rather than only traditional marketing vehicles.
- Proven ability to achieve massive organic reach and brand awareness through smart distribution, content strategy, and growth marketing – not paid media budgets
- Exceptional story-crafting and writing ability: you can take complex technical/derivative-driven business content and turn it into accessible, inspiring ideas.
- Deep familiarity with modern media formats (podcasts, social short-form video, newsletters) and an understanding of digital engagement strategies.
- Hands-on experience executing in these channels and understanding what drives target audience and industry engagement
- Collaborative, agile mindset — comfortable working in a growing, nimble organization where you're building and accelerating the playbook, not following one.
- Strong leadership and team-building skills with a bias for execution and results.
What Success Looks Like
Brand Visibility & Authority
- Vest becomes widely recognized as the go-to brand for defined-outcome investing and derivatives-enabled portfolio solutions.
- Vest achieves top-tier share of voice in the "defined outcome investing" and "derivative-based investments" category – measured through media monitoring, brand search volume, and advisor awareness surveys showing significant lift in unaided brand recall
- Vest becomes the definitive reference point of derivative-based investing—the brand advisors cite, talents is attracted to, competitors study, and industry media position as category authority
Business Impact:
- The marketing function drives measurable inbound interest, partner engagement, and advisor interactions — not just produce "nice assets" but business impact.
- Marketing generates qualified inbound partnership inquiries with clear attribution through brand efforts
- Vest thought initiatives are regularly cited and referenced in advisor/industry media, podcasts and social discussions – establishing Vest as the category-defining voice that competitors watch and advisors cite
- Demonstrate correlation between brand awareness initiatives and pipeline development, partner engagement, and AUM growth
Operational Excellence
- A lean, high-impact marketing engine operates inside Vest that delivers content, engagement and growth without agency reliance –with repeatable systems that consistency produces results
- Launch flagship thought leadership initiatives that become industry reference points
Benefits
- 401(k) with matching contribution
- Competitive medical, dental, and vision coverage for you and your dependents
- Remote-first company
- Flexible PTO
- Paid parental leave
- Quarterly performance bonuses
Equal Employment Opportunity Statement
We are an Equal Opportunity Employer and are committed to creating an inclusive workplace. All qualified applicants and employees will receive consideration for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, disability, genetic information, marital status, veteran or military status, or any other status protected by applicable federal, state, or local law.
SVP - Marketing
Remote
About Vest
Vest Financial is a rapidly growing investment management firm specializing in Target Outcome Strategies — including Target Buffer, Target Income, Target Growth and Target Financing. Vest has grown from managing under $500 million in 2019 to over $ 50 billion today, in partnership with leading asset managers.
The Opportunity
We are seeking a senior marketing leader with a rare blend of strategic vision and executional drive to accelerate Vest's brand evolution and scale our marketing impact to match our category-leading position. Leveraging Vest's established brand foundation, positioning, and thought leadership platform, you will lead all brand narrative, thought-leadership and new-media initiatives. This role isn't about simply supporting product launches — it's about shaping and expanding the identity of Vest as the firm that makes the possible accessible and driving the reach that turns expertise into market dominance.
You'll lead campaigns that define new categories, build high-engagement content ecosystems (podcasts, short-form video, social media), and turn the intellectual base of Vest into an unavoidable cultural and market presence. You'll architect the distribution networks, growth infrastructure, and execution velocity that transforms strong brand foundation into category-leading visibility.
This is a unique chance to lead brand and content strategy during a key growth phase of a firm that is transforming how outcomes are delivered in investing. You'll join a culture where bold thinking is rewarded and execution matters — where you can accelerate and scale, experiment, measure and shape the narrative of a company that blends Wall Street rigor with Silicon Valley ingenuity.
The role offers the rare opportunity to take an established foundation and catapult it into a category dominance – combining strategic vision with hands-on execution in a fast-growing company at an inflection point
What You'll Do
Brand & Narrative Strategy
- Evolve and amplify the Vest brand architecture, voice, visual identity and positioning across all strategy pillars (Buffer, Income, Growth, Financing) to drive expanded market reach and relevance
- Frame Vest as the firm that brings precision, clarity and access to modern portfolios — not just another asset manager.
- Lead the creation of distinctive brand assets and storytelling frameworks that elevate Vest beyond product-level marketing.
- Develop a clear point-of-view for Vest that differentiates us from traditional asset managers and resonates with advisors navigating uncertainty
- Scale brand reach through strategic distribution: Turn Vest's established foundation into omnipresent category leadership through content syndication, viral-ready campaigns, and systematic channel expansion.
Thought Leadership & New Media Focused Content Engine & Distribution
- Systematize existing thought leadership into high-velocity content production that drives consistent multi-channel engagement.
- Launch and manage high-impact thought initiatives
- Build a content engine using modern channels: podcasts, LinkedIn/YouTube shorts, live panels, newsletters — minimizing reliance on conventional PR/creative agencies.
- Develop an engagement and distribution strategy that leverages data, storytelling and platform native formats (short video, interactive content) to grow Vest's audience organically and authentically.
- Establish repeatable content production models (editorial calendars, contributor workflows, idea pipelines) that keep Vest top-of-mind
- Create a founder-forward narrative that leverages the CEO's and leadership team's expertise as a competitive advantage.
Campaign & Growth Execution
- Lead integrated campaigns that span digital, social, events, and linear engagement — but with a startup-mindset: test quickly, iterate fast, measure rigorously.
- Collaborate with product, distribution and sales teams to align brand efforts with business growth goals and partner positioning.
- Coordinate with legal and compliance teams to find creative solutions to build the brand while complying with the nuances and restrictions of federal securities laws – demonstrating ability to push boundaries within regularity constraints.
- Own metrics around brand awareness, thought leadership reach, advisor/partner engagement and inbound interest with rigorous performance tracking and data-driven optimization
Team & Culture Leadership
- Manage and mentor the existing marketing team (2 direct reports), develop capability around content creation, social engagement and brand analytics.
- Foster a culture of creativity, experimentation, and first-principles thinking — favoring original insight and modern media execution.
- Hire external talent/freelancers as needed and build a lightweight ecosystem of creators instead of traditional agency overhead.
- Partner directly with CEO to translate Vest's technical innovation and derivative expertise into accessible, compelling market narratives that drive business impact.
What You Bring
- 10+ years of marketing/brand experience with proven success, ideally in financial services, fintech, or high-growth companies –specifically in challenger brand or category-defining environments.
- Demonstrated track record of scaling brand visibility from strong foundation to market leadership -- especially through thought leadership, content and new-media rather than only traditional marketing vehicles.
- Proven ability to achieve massive organic reach and brand awareness through smart distribution, content strategy, and growth marketing – not paid media budgets
- Exceptional story-crafting and writing ability: you can take complex technical/derivative-driven business content and turn it into accessible, inspiring ideas.
- Deep familiarity with modern media formats (podcasts, social short-form video, newsletters) and an understanding of digital engagement strategies.
- Hands-on experience executing in these channels and understanding what drives target audience and industry engagement
- Collaborative, agile mindset — comfortable working in a growing, nimble organization where you're building and accelerating the playbook, not following one.
- Strong leadership and team-building skills with a bias for execution and results.
What Success Looks Like
Brand Visibility & Authority
- Vest becomes widely recognized as the go-to brand for defined-outcome investing and derivatives-enabled portfolio solutions.
- Vest achieves top-tier share of voice in the "defined outcome investing" and "derivative-based investments" category – measured through media monitoring, brand search volume, and advisor awareness surveys showing significant lift in unaided brand recall
- Vest becomes the definitive reference point of derivative-based investing—the brand advisors cite, talents is attracted to, competitors study, and industry media position as category authority
Business Impact:
- The marketing function drives measurable inbound interest, partner engagement, and advisor interactions — not just produce "nice assets" but business impact.
- Marketing generates qualified inbound partnership inquiries with clear attribution through brand efforts
- Vest thought initiatives are regularly cited and referenced in advisor/industry media, podcasts and social discussions – establishing Vest as the category-defining voice that competitors watch and advisors cite
- Demonstrate correlation between brand awareness initiatives and pipeline development, partner engagement, and AUM growth
Operational Excellence
- A lean, high-impact marketing engine operates inside Vest that delivers content, engagement and growth without agency reliance –with repeatable systems that consistency produces results
- Launch flagship thought leadership initiatives that become industry reference points
Benefits
- 401(k) with matching contribution
- Competitive medical, dental, and vision coverage for you and your dependents
- Remote-first company
- Flexible PTO
- Paid parental leave
- Quarterly performance bonuses
Equal Employment Opportunity Statement
We are an Equal Opportunity Employer and are committed to creating an inclusive workplace. All qualified applicants and employees will receive consideration for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, disability, genetic information, marital status, veteran or military status, or any other status protected by applicable federal, state, or local law.
