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Marketing Channel Manager - Financial Advisors
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Role: Marketing Channel Manager - Financial Advisors
We are seeking a Channel Manager to lead marketing strategy for the Financial Advisor segment. This role acts as the primary liaison between Marketing and Sales, driving revenue through advisor-focused content, programs, and campaigns.
Job Type: Full-time
Location: United States
What You’ll Be Doing:
- Own GTM and messaging for financial advisors (RIAs, broker-dealers, TAMPs).
- Build partner enablement materials (decks, one-pagers, comparison sheets, webinars, case studies).
- Develop channel-specific campaigns and co-marketing plays focused on sales outcomes.
- Align closely with Sales on funnel performance, partner needs, and content priorities.
- Measure and report on sourced and influenced pipeline and partner engagement.
- Maintain compliance with regulatory and advisor-facing content standards.
What You Bring:
5+ years in channel, partner, or B2B marketing with direct experience in the financial advisor ecosystem.- Deep understanding of the advisor landscape and retirement industry workflows.
- Ability to create targeted content and campaigns that drive sales-qualified opportunities.
- Strong cross-functional collaboration (Sales, Product, Compliance, RevOps).
- Data-driven mindset with experience reporting on pipeline and channel contribution.
- Strong communication and presentation skills.
- Bonus: Experience working for a fintech or SaaS company.
Why 401GO?
At 401GO, we’re not just changing retirement—we’re reinventing it. As a fast-growing fintech start-up, we’ve built the world’s most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You’ll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you’re ready to challenge the status quo and be part of something big, 401GO is the place to grow your career.
What We Offer
- A standout 401(k) plan (naturally!).
- Generous stock options—share in our growth and success.
- Flexible work environment—choose where you’re most productive.
- Excellent benefits, including medical, dental, and vision.
- Flexible hours—because great work doesn’t always happen 9–5.
- Plenty of PTO—we value work-life balance.
- A fully stocked kitchen when you’re in the office.
At 401GO, we invest in our people just as much as we invest in helping Americans secure their financial future.
We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.
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