Overview
At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and access to top financial professionals to confidently navigate life’s financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money.
We’re not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisions—leveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, you’ll have the opportunity to solve complex challenges, push the boundaries of what’s possible, and create tools that truly make a difference.
Our impact has been recognized globally. Backed by top fintech VCs including Barclays, Anthemis, and Nyca, Addition Wealth has been named one of Business Insider’s 54 Promising Fintech Companies to Watch, honored with UBS’ Female Founder Award 2023, and selected as a World Economic Forum Top Innovator. We’ve also been featured in Bloomberg, TechCrunch, Insider, Forbes, and other leading publications. Together, we’re building something extraordinary—and we’re just getting started.
What You'll Do
Own regular, ongoing engagement with end users across email, direct mail, and other lifecycle channels
Plan and execute consumer marketing campaigns from strategy through launch and post-campaign analysis
Partner with Product on go-to-market for new features and product marketing initiatives, including positioning, messaging, and launch plans
Build and manage lifecycle/email marketing programs -- onboarding, activation, retention, and re-engagement flows
Develop and test offline tactics as part of an integrated engagement strategy
Segment and target end users based on behavior, product usage, and lifecycle stage
Report regularly to the CMO on campaign performance, engagement metrics, and program impact
Continuously test, measure, and optimize tactics to improve engagement and retention outcomes
Collaborate with Client Success and partner teams to ensure end-user communications reflect each white-label partner's brand and requirements
What You'll Bring
5-8 years of consumer or product marketing experience, ideally at a fintech, financial services, or consumer company
Comfortable working with AI and modern marketing tools and excited to use the latest tech to move faster and work smarter
Resourceful and ownership-driven, down to figure things out and get things done without a lot of hand-holding
Expertise leveraging data to drive engagement and conversion
Proven experience planning and running multi-channel campaigns
Experience with direct mail or other offline/owned channels a strong plus
Comfort working cross-functionally with Product, Growth, and Client Success teams
Strong analytical instincts -- comfortable defining metrics, reporting on performance, and using data to guide decisions
Excellent written communication skills; able to write and edit consumer-facing copy
Experience marketing to end users within a white-label or B2B2C model is a plus
A builder's mindset -- comfortable in a lean, high-ownership environment where you'll wear multiple hats
Perks and Benefits
Competitive salary
401(k) & Employer Match
Work from anywhere
Health insurance & wellness benefits
Equity compensation
Generous parental leave
Unlimited vacation
Company offsites
Unlimited access to financial professionals
Overview
At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and access to top financial professionals to confidently navigate life’s financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money.
We’re not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisions—leveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, you’ll have the opportunity to solve complex challenges, push the boundaries of what’s possible, and create tools that truly make a difference.
Our impact has been recognized globally. Backed by top fintech VCs including Barclays, Anthemis, and Nyca, Addition Wealth has been named one of Business Insider’s 54 Promising Fintech Companies to Watch, honored with UBS’ Female Founder Award 2023, and selected as a World Economic Forum Top Innovator. We’ve also been featured in Bloomberg, TechCrunch, Insider, Forbes, and other leading publications. Together, we’re building something extraordinary—and we’re just getting started.
What You'll Do
Own regular, ongoing engagement with end users across email, direct mail, and other lifecycle channels
Plan and execute consumer marketing campaigns from strategy through launch and post-campaign analysis
Partner with Product on go-to-market for new features and product marketing initiatives, including positioning, messaging, and launch plans
Build and manage lifecycle/email marketing programs -- onboarding, activation, retention, and re-engagement flows
Develop and test offline tactics as part of an integrated engagement strategy
Segment and target end users based on behavior, product usage, and lifecycle stage
Report regularly to the CMO on campaign performance, engagement metrics, and program impact
Continuously test, measure, and optimize tactics to improve engagement and retention outcomes
Collaborate with Client Success and partner teams to ensure end-user communications reflect each white-label partner's brand and requirements
What You'll Bring
5-8 years of consumer or product marketing experience, ideally at a fintech, financial services, or consumer company
Comfortable working with AI and modern marketing tools and excited to use the latest tech to move faster and work smarter
Resourceful and ownership-driven, down to figure things out and get things done without a lot of hand-holding
Expertise leveraging data to drive engagement and conversion
Proven experience planning and running multi-channel campaigns
Experience with direct mail or other offline/owned channels a strong plus
Comfort working cross-functionally with Product, Growth, and Client Success teams
Strong analytical instincts -- comfortable defining metrics, reporting on performance, and using data to guide decisions
Excellent written communication skills; able to write and edit consumer-facing copy
Experience marketing to end users within a white-label or B2B2C model is a plus
A builder's mindset -- comfortable in a lean, high-ownership environment where you'll wear multiple hats
Perks and Benefits
Competitive salary
401(k) & Employer Match
Work from anywhere
Health insurance & wellness benefits
Equity compensation
Generous parental leave
Unlimited vacation
Company offsites
Unlimited access to financial professionals