Quick Overview
Job Description
Your Money Line brings together AI-powered software and empathetic, human coaching to help employees tackle everyday financial challenges. Now we're looking for a humble, hungry, people-smart Partner Marketing Manager to help our growing network of RIAs and benefits brokers become active, engaged partners for the long haul. The ideal candidate can sit across the table from an RIA or benefits broker and earn their trust, then go build the campaign, sequence, and content that turns that trust into pipeline. Indianapolis-based candidates will be expected to work from our office 3 days per week.
We are also open to considering fully remote candidates outside the Indianapolis area. Applicants must also be legally authorized to work in the United States without the need for current or future employment visa Sponsorship. Our partner program is gaining momentum and the playbook for what comes next is yours to help write. You'll shape every marketing touchpoint that happens after a partner signs, from a strong first onboarding experience to activation, referrals, retention, and expansion. This is a hands-on individual-contributor role reporting to the Senior Director of Marketing.
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. Team up with Sales to deepen relationships, spot new opportunities, and turn partner activity into pipeline and shared wins.
Define what healthy partner growth looks like, then track activation, engagement, referrals, pipeline, retention, and expansion.
4-7 years of experience in partner, customer, channel, or account-based marketing, or customer engagement
~ 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.) Their success feels like your success, and you're always looking for practical ways to help everyone win.
~ You're comfortable making decisions, testing new approaches, picking up useful tools, and adjusting quickly as you learn.
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
Your Money Line (YML) is a leading financial wellness platform that provides employees with essential tools and guidance to manage financial challenges, plan for the future, and achieve their goals.
Through an all-in-one mobile app, access to certified financial coaches, and AI-driven tools, YML empowers employees at every life stage. Trusted by organizations across industries, including corporations, school districts, and healthcare systems, YML is transforming lives and improving financial well-being nationwide. Founded by financial expert Peter Dunn, also known as Pete the Planner®, YML is dedicated to making impactful, positive changes in the lives of employees and their families.
Medical Insurance (Company pays 75% of the premium for all tiers)
Health Savings Account with employer HSA contribution
Dental and Vision Insurance
Company Equity
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
Flexible Spending Accounts and Dependent Care Flexible Spending Account
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