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Coda Search│Staffing
Coda Search│Staffing

Vice President Marketing

Location

Remote restrictions apply
See all remote locations

Salary Estimate

N/AIconOpenNewWindows

Seniority

VP

Tech stacks

Marketing strategies
Operations
B2B marketing
+20

Permanent role
4 days ago
Apply now

About the Company: A fast-growing SaaS platform serving family offices and private wealth managers is seeking a Vice President of Marketing to lead a brand and demand generation transformation. This is a strategic, high-impact role that blends vision with execution—ideal for a hands-on leader ready to drive measurable results and refresh a trusted, enterprise-grade brand. This is a rare opportunity to lead marketing in an established business with deep roots in the wealth management ecosystem and a strong institutional client base. You’ll own the marketing roadmap while partnering closely with executive leadership, product, and sales.

About the Role: This role is focused on leading a brand and demand generation transformation within the company.

Responsibilities:

  • Brand & Positioning

  • Lead a company-wide brand refresh to refine market positioning and messaging.

  • Develop a cohesive brand story that resonates with CIOs, CFOs, and operations leads across UHNW wealth, family offices, and institutional allocators.

  • Oversee development of all core brand materials and collateral.

  • Full-Funnel Marketing Execution

  • Own the marketing strategy across digital, content, campaigns, and events.

  • Launch and optimize demand generation programs that directly fuel the sales pipeline.

  • Partner with sales on lead scoring, nurture journeys, and campaign alignment.

  • Market Visibility & Influence

  • Elevate the company’s presence through PR, partnerships, and thought leadership.

  • Build visibility through media, conferences, and industry organizations.

  • Track performance and adjust messaging and spend in real time.

  • Team Building & Leadership

  • Grow and lead a high-performing marketing team.

  • Work cross-functionally with product, operations, and client success.

  • Manage the marketing budget and demonstrate ROI through analytics and reporting.

Qualifications: 8–12 years of experience in B2B marketing, ideally in FinTech, SaaS, or WealthTech. Prior experience in brand storytelling, demand gen, and sales-marketing alignment. Strong knowledge of marketing tech stacks and performance-based marketing. Background working with or marketing to family offices, RIAs, or institutional investors a strong plus. Hands-on, strategic, and adaptable—you’re as comfortable building a plan as executing it.

Required Skills:

  • Experience in B2B marketing.
  • Knowledge of marketing tech stacks.
  • Experience in brand storytelling and demand generation.

About Coda Search│Staffing

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