Marketing Director

Costa Mesa, CA
Full Time
About the Company and Position: 

FormulaFolio Investments (FormulaFolios) is a rapidly growing investment firm that helps great  financial advisors better serve their clients. We deliver goals-based financial planning and automated portfolio management focused on the client’s long-term goals. We believe in Doing Good - for our clients and partners, our employees, and our community. We strive to not only have a positive impact on our clients' lives but also to be socially and environmentally conscious so that we can provide value to the world around us. 

Reporting directly to the C-Suite , the Marketing Director will have the opportunity to have a tremendous impact by leading our agile B2B and B2C Marketing teams.  We are looking for a business minded and critical thinking marketer who can help us Do Good by designing and executing high-impact digital marketing campaigns with an A/B testing mindset.  You will direct our performance and content marketing strategy, manage a team, and collaborate our marketing efforts with our business development team. 

The successful candidate will have a positive coaching mentality, enjoy working with people, while also having a curious mindset focused on improving campaign performance by leveraging metrics and analytics.  Ultimately, you will play an important part in building a strong brand for our company to ensure we attract and inspire the most qualified financial advisors and their prospective clients.  

Responsibilities Include:

    • Communicate with the firm’s advisor partners on marketing needs and formulate new ideas and strategies to promote their practices.
    • Partnering with Executive team to promote our corporate brands and programs.
    • Support the firm’s brands with marketing initiatives, working closely with graphic designers and developers to produce and project manage campaigns.
    • Manage social media and content networks  with a focus on engagement and CTR. Familiarity with Facebook Ads and Google AdWords a must.
    • Act as a liaison between the firm and outside vendors and partners as it relates to marketing material.

Required Skills and Qualities

    • Bachelors degree required, MBA preferred
    • 7+ years of experience in marketing
    • 5+ years of digital marketing
    • 2+ years of B2B marketing experience
    • Expertise in enterprise marketing applications (Hubspot, Salesforce, Mailchimp, etc)
    • Strong written and verbal communication skills
    • Ability to communicate with both left- and right-brained personality types
    • Attention to detail with proofreading experience
    • Outgoing with a fun, positive attitude
    • A self-starter who works well with little oversight
    • Ability to juggle multiple projects at once
    • A fondness for data analysis to help guide our initiatives
    • Creative copywriting skills to attract target audiences of marketing initiatives
    • Familiarity with design software (Adobe Creative Suite)
FormulaFolios is thrilled to announce that it has earned a coveted place on the Inc. 500 list of the fastest-growing private companies in America for the third consecutive year. Boasting a three-year growth rate of 1,275%, FormulaFolios placed at #385 on the 2018 Inc. 500, building on the success that earned it #10 on the 2017 edition. 

During calendar year 2017, FormulaFolios grew its revenue by $12.1 million to $29.3 million, exceeding the company’s total revenue for 2015 and more than doubling the $6 million revenue growth seen in 2016. To support this revenue growth, headcount expanded to nearly 100 employees. 

We offer premium, top-of-the-line benefits with paid vacation and a great work schedule. FormulaFolios also offers a Retirement/Profit sharing plan and also a health/wellness benefit towards a gym membership.