Marketing Specialist

The Company

YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research, proposal generation, and client communication tools that transform complex financial data into clear visuals and actionable insights.

For nearly a decade, YCharts has been recognized on the Inc. 5000 Fastest Growing Companies list, a testament to our sustained growth, strong culture, and industry-wide impact. Thousands of leading RIAs, asset managers, and broker-dealers use YCharts to turn data into decisions, insights into action, and client conversations into growth.

The Position

This role is focused on understanding our clients and expanding how we serve them. You will help run programs that deepen client engagement, drive retention, and create expansion opportunities across our existing book of business.

You will work closely with the expansion sales team, Client Development Associates (CDAs), Client Success Managers (CSMs), and other client-facing teams to understand their needs and build the materials, programs, and enablement that help them grow accounts.

This role is ideal for an early-career marketer who is interested in collaboration and wants to help drive impactful programs alongside a supportive team.

The Team

This role sits within the Growth Marketing Team alongside 3 additional marketers. The team works collaboratively to share insights, coordinate campaigns, and deliver the best possible outcomes for both customers and prospects. You'll have built-in partners to learn from, bounce ideas off of, and grow alongside as you develop in the role.

Key Responsibilities

• Help grow and expand the YCharts University educational webinar program, currently serving existing clients
• Support the development of campaigns, incentives, and enablement that encourage clients to advocate for YCharts through our referral program
• Work with broader team to build case study sourcing, development, and promotion end to end
• Partner with the expansion sales team, Client Development Associates (CDAs), Client Success Managers (CSMs), and other client-facing teams

Qualifications and Experience

• 2+ years of experience in marketing, or equivalent internship and early-career experience
• Exposure to planning, executing, promoting, and measuring marketing programs
• Interest in building sales enablement materials and collaborating directly with sellers
• A bias toward action, curiosity, and a willingness to listen to sellers and turn their feedback into action
• Strong project management and communication skills

Bonus:

• Exposure to fintech, SaaS, or financial services
• Awareness of customer marketing, lifecycle marketing, or expansion-focused programs
• Familiarity with any of the following: G2 or similar review platforms, webinar platforms (Zoom), sales enablement tools, or CRM/marketing platforms like HubSpot
• Interest in creating video content

Benefits & Perks

• 100% employer-paid health, dental, and vision insurance.
• 401(k) match to support your financial future.
• Opportunities for internal mobility and cross-functional collaboration.
• 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.
• Recognition programs to celebrate contributions and milestones.
• Modern, centrally located offices stocked with premium snacks, coffee, beverages and weekly lunch credits to fuel your day.
• Regular team events, celebrations, and company-wide gatherings that keep our culture connected and collaborative.

Compensation

At YCharts, we are committed to pay equity and transparency in all locations, including compliance with local pay disclosure requirements: the Total Cash Compensation range is $60,000 - $78,000 USD inclusive of bonuses and variable compensation. The starting salary will be determined based on skills and experience.

Why Join YCharts

YCharts is more than a fintech company—we’re a team driven by curiosity, collaboration, and people-first leadership. We believe innovation thrives in an environment where ideas are heard, growth is supported, and impact is measurable.

Our award-winning culture reflects that commitment:

• Inc. 5000 Fastest Growing Companies (nearly a decade running)
• Crain’s Best Places to Work in Chicago
• Inc. Best Places to Work
• Built In Chicago Best Places to Work
• American Banker Best Fintechs to Work For

At YCharts, you’ll do meaningful work, grow alongside a talented team, and see the results of your impact every day.

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

Be part of the team transforming how the wealth management industry makes and communicates investment decisions.