Job Description

The Company

Building and executing a great investment strategy shouldn’t require a PhD or a million-dollar budget—it should be simple. As a leader in fintech and wealth-tech, YCharts empowers financial advisors, asset managers, and wealth managers with best-in-class investment research tools, data visualization, and sales enablement software.

Our cloud-based SaaS platform helps users make smarter investment decisions and communicate more effectively with clients. With an 8-time Inc. 5000 Fastest Growing Company honor, we’re a thriving growth-stage company serving top firms like John Hancock, TD Ameritrade, Fidelity, and Charles Schwab.

The Position

We’re looking for a Growth Marketing Specialist to join our high-performing marketing team and play a key role in driving growth through strategic, partner-aligned marketing initiatives. This is a new position created to better support our efforts with independent broker-dealer Key Partners.

You’ll work closely with Product, Sales, and Customer Success teams to execute cross-channel campaigns that deepen engagement, generate pipeline, and support partner success. This role is ideal for a creative and data-driven marketer who’s excited to grow their skillset in B2B SaaS marketing.

Key Responsibilities

• Partner with the key accounts team to build and execute advisor-facing targeted campaigns that drive awareness, engagement, and conversion.
• Develop and manage key partner emails, paid media, and content marketing initiatives across channels.
• Support marketing programs tailored to affiliated advisors and decision-makers across the buying journey.
• Track campaign performance, identify optimization opportunities, and share insights across teams.
• Collaborate with internal stakeholders to ensure campaign messaging aligns with overall brand and product strategy.
• Assist with partner co-marketing initiatives and help amplify success stories.

Qualifications & Experience

• Bachelor’s degree in marketing, finance, economics, or a related field.
• 1–3 years of experience in marketing or sales.
• Strong writing and editing skills, with the ability to create compelling, data-driven content.
• Experience in B2B or SaaS marketing is a plus.
• Experience using YCharts is a big advantage.

Benefits & Perks:

• 100% employer-paid health, dental, and vision insurance.
• 401(k) match to support your financial future.
• Flexible time off, vacation days, sick days, and a celebration day.
• Paid parental leave to support work-life balance.
• Professional development stipend to help you grow in your career.
• Hybrid work schedule with flexibility to work both in-office and remotely.
• Summer hours so you can enjoy more sunshine.

In-Office Perks:

• Weekly lunch credits to fuel your day.
• Premium beverages and snacks to keep you energized.
• Regular team events and activities to foster a fun and engaging culture.

Why Join YCharts?

We’re more than a fintech company—we’re a team that values innovation, collaboration, and people-first leadership. Our award-winning culture speaks for itself:

• Inc. 5000 "Fastest Growing Companies"
• Crain’s "Best Places to Work in Chicago"
• Inc.’s "Best Places to Work"
• Built in Chicago’s “Best Places to Work”
• American Banker's "Best Fintechs to Work For"

At YCharts, we are committed to pay equity and transparency in all locations, including compliance with local pay disclosure requirements: the base salary range for this role is $55,000-$65,000 USD, and the Total Cash Compensation range is $60,000-$70,000 USD inclusive of bonuses. The starting salary will be determined based on skills and experience.

At YCharts, your ideas matter, your growth is supported, and your impact is real.

YCharts is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive environment for all employees.

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