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Growth Marketing Manager, Helix by HL

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WHO WE ARE:

TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, SEI, Motive Partners and a who’s who of the financial service industry. We are creating engaging wealth experiences to better financial lives through AI and investment intelligence powered personalization. We are working to change the world of wealth in ways that personalization has changed the world of movies, music and more but with the added responsibility of delivering better wealth outcomes.

We use design and behavioral thinking to enable engaging experiences through software and application programming interfaces (APIs). We use investment science and intelligence to build algorithmic engines inside the software and APIs to enable better investor outcomes.

In a world where every individual is unique, we match them to financial advice and investments with a recognition of their distinct needs and goals across our investment marketplace and our advice and planning divisions.

OUR VALUES: Go with your GUT

Grow at the Edge. We are driven by personal growth. We get out of our comfort zone and keep egos aside to find our genius zones. With self-awareness and integrity we strive to be the best we can possibly be. No excuses.
Understanding through Listening and Speaking the Truth. We value transparency. We communicate with radical candor, authenticity and precision to create a shared understanding. We challenge, but once a decision is made, commit fully.
I Win for Teamwin. We believe in staying within our genius zones to succeed and we take full ownership of our work. We inspire each other with our energy and attitude. We fly in formation to win together.

WHAT YOU'LL BE DOING:

As the Growth Marketing Manager at Helix by HL, you’ll report directly to our COO and play a critical role in accelerating our go-to-market efforts. Helix is reimagining how wealth managers leverage alternative investments—bringing intuitive, digital-first solutions to a traditionally complex space. Your job is to make sure the right people know that.

You’ll be responsible for building and executing growth-focused marketing campaigns that drive awareness, spark interest, and generate qualified leads. From social and email to SEO and beyond, you’ll experiment, optimize, and own full-funnel strategies that move the needle.

Working closely with Sales and Success teams, you'll help scale a next-gen investment experience for wealth managers and their clients—translating product value into meaningful engagement and business outcomes.

This is a hands-on, high-impact role perfect for a creative, data-driven marketer excited to roll up their sleeves and help build something from the ground up.

RESPONSIBILITIES:

Develop and execute innovative, data-driven marketing strategies to generate high-quality leads and drive revenue growth.
Plan and manage integrated campaigns across multiple channels, including social media, email, search (SEO/SEM), and more.
Own and execute the full-funnel marketing process — from audience targeting and creative development to landing page creation, retargeting, performance tracking, and continuous optimization.
Champion the Helix by HL brand across all initiatives, ensuring consistent, compelling messaging that elevates our presence in the wealth management industry.
Leverage analytics and marketing insights to inform strategy and improve campaign effectiveness.
Manage marketing resources, including budgets, platforms, vendors, and agency partners.

REQUIREMENTS:

A minimum of 5+ years of marketing experience, with a strong focus on growth marketing in financial services, fintech, data/AI, or B2B SaaS
Proven success in enterprise marketing, with a focus on growth strategies. Direct to consumer experience is a bonus.
Skilled in developing compelling marketing materials and presentations to support campaigns and sales enablement.
Proficient in PowerPoint; able to translate complex ideas into clear, visually engaging content that drives action.
Hands-on experience in lean or start-up environments, comfortable wearing multiple hats.
Up-to-date on the latest marketing trends and tools, with a curiosity for emerging tech and software.
Bonus: Understanding of alternative/private market investments.
Bonus: General familiarity with Generative AI and large language models.
Self-starter with a passion for fintech and a drive to make an immediate impact.
Must be based in Charlotte, NC and available to work in-office 4 days per week.

COMPENSATION AND BENEFITS PACKAGE:

The expected starting salary range for this position in Charlotte is between $100,000-$125,000. Actual pay will be determined based on experience and other job-related factors permitted by law.

TIFIN offers a competitive benefits package that includes:

Medical, dental, vision, life and disability insurance
Flexible Spending Account (FSA) and Health Savings Account (HSA)
401(k) Retirement Plan
Flexible PTO policy and Company-paid holidays
Parental Leave: 12 week paid maternity, 6 week paid paternity leave
Corporate Social Responsibility and volunteering opportunities
Access to our Chief Mindfulness Officer for Mindfulness events and 1:1 personal coaching
Company sponsored events like mindfulness events, development workshops, team dinners, pickleball games, happy hours, holiday parties and more!
The ability to make a real impact in an incredibly fast-growing organization

TIFIN is proud to be an equal opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status.

Average salary estimate

$112500 / YEARLY (est.)

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$100000K

$125000K

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What You Should Know About Growth Marketing Manager, Helix by HL, TIFIN

At Helix by HL, we’re looking for a passionate and innovative Growth Marketing Manager to join our dynamic team in Charlotte, North Carolina. As part of TIFIN, a fintech platform committed to creating engaging wealth experiences, you’ll play a pivotal role in accelerating our go-to-market strategies. This isn’t just any marketing role; if you have a knack for developing data-driven marketing campaigns and a keen understanding of the financial services landscape, you might just be the perfect fit! Your primary responsibility will involve crafting and executing comprehensive marketing initiatives designed to generate leads and spark interest in our alternative investment solutions. This hands-on, high-impact role is ideal for someone who enjoys rolling up their sleeves and working closely with sales and success teams to translate our product offerings into compelling narratives that resonate with potential clients. You’ll oversee campaigns across multiple channels including social media, email, and SEO, while utilizing analytics to refine strategies continuously. With an emphasis on creativity and data, you’ll have the opportunity to champion the Helix brand and bring a fresh perspective to the wealth management industry. So, if you're ready to make a meaningful impact and grow alongside an innovative team, we’d love to hear from you!

Frequently Asked Questions (FAQs) for Growth Marketing Manager, Helix by HL Role at TIFIN

What are the key responsibilities of a Growth Marketing Manager at Helix by HL?

The Growth Marketing Manager at Helix by HL is responsible for developing and executing innovative, data-driven marketing strategies to generate high-quality leads and drive revenue growth. This includes managing integrated campaigns across various channels such as social media, email, and search (SEO/SEM), owning the full-funnel marketing process, and leveraging analytics to improve campaign effectiveness.