Chief Marketing Officer

Advisor360° is the Autonomous Financial Platform for advisors, the only open ecosystem built around the complete advisor workday. Powered by a wealth operating system and a unified data fabric, Advisor360° gives advisors the freedom to choose how they specialize, where they affiliate, and what technology powers their practice, all on a single connected platform they own. Advisor360° weaves intelligence into every workflow, recommendation, and client interaction.

With support for banking, wealth, and insurance on one platform, Advisor360° enables the holistic, personalized financial advice that modern clients expect—and the operational independence that modern advisors demand. Join us at a pivotal moment: we're a team of builders and innovators rearchitecting what a wealth management platform can be, and looking for people who want to help lead that next chapter. 

This position is a hybrid role requiring (3) days a week onsite in our Needham, MA or NYC office.

Here’s What You’ll Do: 

• Own the Advisor360° brand, positioning, and go-to-market strategy across the wealth management ecosystem, ensuring consistent, differentiated messaging in a competitive fintech landscape.
• Partner closely with Sales, Product & Engineering, and Client Success leadership to align marketing programs with revenue targets and the product roadmap.
• Build, lead, and scale a high-performing marketing organization spanning brand, product marketing, demand generation, content, and PR/events.
• Drive category leadership and thought leadership initiatives that position Advisor360° as the technology partner of choice for broker-dealers and RIAs.
• Develop and manage the marketing budget, allocating resources across channels to maximize pipeline impact and return on investment.
• Architect an AI-native marketing function from the ground up—one where AI is the operating system for growth, not a bolt-on tool. Identify, integrate, and operationalize AI across the full marketing lifecycle, from lead scoring and audience segmentation to content generation, personalization, and campaign optimization.
• Partner with data and growth teams to translate predictive models and enrichment data into sharp creative briefs and brand narratives—ensuring storytelling and precision targeting move as one system, not two.
• Champion experimentation as a core discipline (rapid test-and-learn cycles, not annual campaign planning), driving continuous improvement in CAC, pipeline velocity, and marketing ROI.
• Oversee corporate communications, PR, and analyst relations to strengthen Advisor360°'s standing and visibility in the wealthtech space.
• Champion customer and market research to inform product strategy, messaging, and competitive positioning.
• Build and optimize a demand generation engine that consistently delivers qualified pipeline in partnership with Sales.
• Represent Advisor360° at industry conferences, with media, and with key strategic partners and clients.
• Serve as a trusted advisor to the CEO and Executive Leadership Team on brand strategy, market positioning, and growth opportunities.
• Establish and report on marketing KPIs and metrics that tie directly to pipeline, revenue, and brand health.
  

What You Bring to the Table: 

• 12+ years of progressive marketing leadership experience, including at least 5 years in a CMO or senior marketing executive role, ideally within fintech, wealthtech, or B2B SaaS.
• A proven track record of building and scaling marketing functions that drive measurable pipeline and revenue growth.
• Deep understanding of the wealth management, RIA, or broker-dealer ecosystem strongly preferred.
• Experience developing and executing integrated marketing strategies spanning brand, product marketing, demand generation, content, and corporate communications.
• Strong executive presence with the ability to partner effectively with Sales, Product, and the CEO/ELT.
• A data-driven approach to marketing, with experience building and reporting on KPIs tied to pipeline and revenue outcomes.
• Proven experience building or scaling an AI-native marketing function—hands-on familiarity with AI-powered martech (generative AI for content and personalization, predictive lead scoring, marketing automation) and comfort partnering closely with data science/growth teams to operationalize it.
• A builder's mindset: you see growth and brand as an engineered system, not a series of campaigns—and you know how to lead a team of brand marketers, designers, and storytellers within that system.
• Experience building, developing, and leading high-performing marketing teams.
• Excellent storytelling, written, and verbal communication skills.
• Bachelor's degree required; MBA a plus.
  

Why You’ll Love Working With Us: 

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect:  

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 $275,000–$375,000 + bonus & equity.

Advisor360° 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.

Advisor360° is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Advisor360° will not tolerate discrimination or harassment based on any of these characteristics.

As part of our recruiting process, Advisor360° uses Metaview during recruiter screening conversations solely to transcribe interview notes and capture an accurate record of the discussion. These transcripts help our recruiting team focus on the conversation rather than manual note-taking.

Advisor360° does not use artificial intelligence to evaluate candidates, make hiring decisions, rank applicants, or determine whether a candidate advances through the interview process. All hiring decisions are made by our recruiting team and hiring managers based on human review and assessment.