Partner Marketing Manager

Summary

Your Money Line is a financial wellness platform combining AI-powered software with human coaching to help employees manage financial challenges. The Partner Marketing Manager will lead the post-acquisition partner marketing experience, building relationships with RIAs and benefits brokers, launching multichannel campaigns, driving activation and referrals, and scaling partner-growth programs.

Responsibilities

• Own the partner marketing experience after acquisition, from a standout onboarding through activation, referrals, retention, and expansion
• Build trusted relationships with RIAs, benefits brokers, and other financial-services partners. Learn how their businesses work, what matters to them, and what success looks like on both sides
• Create and launch multichannel campaigns across email, direct mail, webinars, events, print, and whatever channels best fit each partner and audience
• Bring joint opportunities to life with current partners and qualified prospects, engaging client audiences and generating referrals
• Team up with Sales to deepen relationships, spot new opportunities, and turn partner activity into pipeline and shared wins
• Re-engage inactive partners, increase adoption among paid-seat partners, and expand high-potential relationships across teams, clients, use cases, and seats
• Define what healthy partner growth looks like, then track activation, engagement, referrals, pipeline, retention, and expansion
• Take programs from idea to launch: shape the plan, bring the right people together, and roll up your sleeves to make it happen
• Experiment, learn quickly, and turn what works into a partner-growth playbook that can scale

Skills

• 4-7 years of experience in partner, customer, channel, or account-based marketing, or customer engagement
• Track record improving partner or client activation, engagement, retention, or growth
• A genuine talent for building and cultivating external relationships
• Strong copywriting, presentation, communication, and relationship-management skills, plus experience running multichannel programs
• Excellent project management skills; able to manage multiple priorities and deadlines in a fast-paced environment
• Understanding of marketing funnels, lead nurturing, and customer lifecycle marketing
• Hands-on experience using email marketing or automation platforms (HubSpot, Outreach, Zapier etc.) to build, measure, and improve campaigns
• A team-first approach to working with Sales and other functions. Their success feels like your success, and you're always looking for practical ways to help everyone win
• A bias toward action and a healthy dose of scrappiness. You're comfortable making decisions, testing new approaches, picking up useful tools, and adjusting quickly as you learn
• Applicants must also be legally authorized to work in the United States without the need for current or future employment visa Sponsorship
• Indianapolis-based candidates will be expected to work from our office 3 days per week
• Have worked in SaaS, at a startup, or on another fast-moving, close-knit team
• Know the RIA, wealth-management, financial-services, employee-benefits, or fintech landscape
• Experience building a partner or customer-growth program connected directly to referrals, pipeline, revenue, retention, or expansion
• Bachelor's degree in Marketing, Business, or a related field
• This is a hybrid role, with a preference for candidates based in Indianapolis, IN

Qualifications

Must Haves

• 4-7 years of experience in partner, customer, channel, or account-based marketing, or customer engagement
• Track record improving partner or client activation, engagement, retention, or growth
• A genuine talent for building and cultivating external relationships
• Strong copywriting, presentation, communication, and relationship-management skills, plus experience running multichannel programs
• Excellent project management skills; able to manage multiple priorities and deadlines in a fast-paced environment
• Understanding of marketing funnels, lead nurturing, and customer lifecycle marketing
• Hands-on experience using email marketing or automation platforms (HubSpot, Outreach, Zapier etc.) to build, measure, and improve campaigns
• A team-first approach to working with Sales and other functions. Their success feels like your success, and you're always looking for practical ways to help everyone win
• A bias toward action and a healthy dose of scrappiness. You're comfortable making decisions, testing new approaches, picking up useful tools, and adjusting quickly as you learn
• Applicants must also be legally authorized to work in the United States without the need for current or future employment visa Sponsorship
• Indianapolis-based candidates will be expected to work from our office 3 days per week

Nice to Haves

• Have worked in SaaS, at a startup, or on another fast-moving, close-knit team
• Know the RIA, wealth-management, financial-services, employee-benefits, or fintech landscape
• Experience building a partner or customer-growth program connected directly to referrals, pipeline, revenue, retention, or expansion
• Bachelor's degree in Marketing, Business, or a related field
• This is a hybrid role, with a preference for candidates based in Indianapolis, IN

Benefits

• Medical Insurance (Company pays 75% of the premium for all tiers)
• Health Savings Account with employer HSA contribution
• Dental and Vision Insurance
• Company Equity
• 401K with Company Match
• Unlimited Wellness Time Off
• Unlimited Paid Time Off
• Unlimited access to YML platform and resources
• Elective Accident, Disability, and other non-medical insurance coverages
• Monthly Technology Stipend (Remote Employees)
• Group-Life & AD&D Insurance
• Paid Paternity, Maternity, and Adoption Leave
• Flexible Spending Accounts and Dependent Care Flexible Spending Account