Growth Marketing Manager, Helix by HL
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.
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TIFIN is an AI-powered fintech that leverages data science, investment intelligence, and technology to deliver engaging and personalized investor experiences. By connecting individuals to advice and investments, TIFIN bridges the gap between inves...
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