SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
Your Money Line is a financial wellness platform combining AI-powered software and human coaching to help employees manage financial stress and build confidence around money. The company works with employers, school districts, and healthcare systems to deliver financial guidance at scale.
You'll own the partner marketing experience for the company's growing network of RIAs (registered investment advisors) and benefits brokers—from onboarding through activation, referrals, retention, and expansion. This is a hands-on individual-contributor role reporting to the Senior Director of Marketing, with significant autonomy to shape a first-of-its-kind partner program.
Key responsibilities include:
- Building trusted relationships with RIAs, benefits brokers, and financial-services partners; understanding their business models and success metrics
- Creating and launching multichannel campaigns (email, direct mail, webinars, events, print) tailored to partner needs and audiences
- Developing joint opportunities that engage client audiences and generate referrals
- Collaborating with Sales to deepen relationships, identify expansion opportunities, and convert partner activity into pipeline
- Re-engaging inactive partners and expanding high-potential relationships across teams, clients, and use cases
- Defining and tracking partner health metrics: activation, engagement, referrals, pipeline, retention, and expansion
- Managing programs from concept to launch, bringing cross-functional teams together and executing hands-on
- Experimenting rapidly, learning from results, and scaling what works into repeatable partner-growth playbooks
You'll work 3 days per week from the Indianapolis office (hybrid); fully remote candidates outside Indianapolis are also considered.
Requirements:
- 4–7 years of experience in partner, customer, channel, or account-based marketing, or customer engagement
- Proven track record improving partner or client activation, engagement, retention, or growth
- Strong relationship-building skills and genuine ability to cultivate external partnerships
- Excellent copywriting, presentation, communication, and relationship-management skills
- Experience running multichannel marketing programs
- Strong project management; able to juggle multiple priorities and deadlines in a fast-paced environment
- Understanding of marketing funnels, lead nurturing, and customer lifecycle marketing
- Hands-on experience with email marketing or automation platforms (HubSpot, Outreach, Zapier, etc.)
- Team-first mindset; collaborative approach to working with Sales and other functions
- Bias toward action, scrappiness, and comfort with ambiguity; able to test, decide, and adjust quickly
- Legal authorization to work in the United States without visa sponsorship
Preferred qualifications:
- SaaS, startup, or other fast-moving team experience
- Knowledge of RIA, wealth-management, financial-services, employee-benefits, or fintech landscapes
- Experience building partner or customer-growth programs tied directly to referrals, pipeline, revenue, retention, or expansion
- Bachelor's degree in Marketing, Business, or related field
