We are an experienced startup team focusing on changing the retirement investing landscape to help improve the futures of employees, their companies and financial advisors.
Own marketing analytics and reporting. Serve as the main point of contact for marketing performance data, dashboards, recurring reporting, and measurement questions. Establish clear metric definitions and reporting standards so teams use a consistent view of performance.
Understand and connect the data. Partner with Data and Revenue Technology to map the available...
Own the product roadmap for payroll integrations, from concept through delivery and ongoing optimization
Collaborate with internal and external stakeholders to define requirements, prioritize integration initiatives, and facilitate new partner integration projects
