---
title: 'Director, B2B Marketing at Capitalize'
canonical: 'https://feeny.ai/job/director-b2b-marketing-capitalize-new-york-nmw2m3d9p7vq'
type: 'job'
last_seen: '2026-09-08'
---

# Director, B2B Marketing at Capitalize

- **Company:** Capitalize
- **Location:** New York, NY
- **Posted:** 2026-08-04
- **Last confirmed live:** 2026-09-08
- **Apply:** https://www.hicapitalize.com/careers/opportunity/?gh_jid=6134493004

## Job description

## About Us

Capitalize is building critical infrastructure for the $20 trillion retirement savings market with scalable technology and a world-class team.

We’re bringing a digital, API-first approach to modernize the $1 trillion in retirement account transfers and rollovers that happen annually. By doing so, we’re helping the almost 20 million Americans who change jobs each year with a 401(k) do the right thing with their assets.

Our Enterprise offering includes a full suite of APIs used by leading financial institutions such as Robinhood, Morgan Stanley, SoFi, TIAA, and many more. Our Advisor offering helps wealth management firms and advisors leverage that same technology, helping end-users seamlessly find and consolidate their retirement savings into one account.

We’ve raised $35mm+ from leading venture capital investors including RRE Ventures, Canapi Ventures, Greycroft, and others, and we’ve been recognized as one of TIME’s 100 Best Inventions, one of the Most Innovative Companies in America by Fast Company, and by Forbes as one of the Top 50 Fintech Companies in the US for several years running.

The Opportunity

We sell into some of the largest and most sophisticated enterprises in financial services. We're looking for a Director of Marketing who can act as a force multiplier for our enterprise sales team, own product marketing end to end, design and build out marketing channels and enablement strategy for both enterprise and advisors, and drive an in-person and event strategy that accelerates deals and wins trust.

This role reports directly to our Chief Commercial Officer and sits at the intersection of sales, product, and marketing. You'll be measured on driving real business outcomes, such as shorter cycles, higher win rates, sharper product launches, and pipeline from new segments.

We're looking for an athlete and a generalist: someone who can set the strategy across all of these areas and then get in and build it themselves. You'll own this function end to end, with a direct line to executive leadership, and real influence over how we win our biggest deals, launch our biggest products, and grow our business.

This is a critical role with room to grow: you'll have the opportunity to build and lead a team over time as the company and function scales.

## What You'll Do

1. Product Marketing (~30%)

- Lead go-to-market for new product launches and feature announcements to existing enterprise partners and prospects
- Develop positioning and messaging that holds up in front of sophisticated, risk-averse financial services buyers
- Own the narrative and proof points (case studies, ROI data, reference customers) that sales and partnerships teams pull from in every deal
- Track competitive landscape and translate it into usable sales intelligence
- Build out our content to support overall company narrative and product positioning and messaging (e.g. PR, newsletters, webinars, whitepapers, blog posts)
- Ensure that our company website accurately and persuasively conveys our core value props for key audiences

1. Enterprise GTM & Deal Acceleration (~30%)

- Partner with the Chief Commercial Officer to build out reusable assets for the enterprise sales toolkit: pitch decks, ROI/business case templates, competitive battlecards, objection-handling guides, security/compliance one-pagers
- Collaborate with AEs and deal teams on active large-logo opportunities, tailoring 1:1 materials for specific buying committees or enterprise opportunities
- Build 1:1 or 1:many ABM plays for key target accounts that help shorten deal cycles and remove key friction points

1. Events & Field Marketing (~15%)

- Run a lean, high-ROI events calendar: industry conferences (e.g., fintech, retirement/wealth), executive dinners, partner co-marketing events
- Manage speaking opportunities, sponsorships, and executive presence at the handful of events that actually influence enterprise buying committees
- Measure events by pipeline influence and deal acceleration

1. Advisor Channel Expansion (~15%)

- Collaborate on the go-to-market strategy for reaching and converting financial advisors as a new demand source: this is 0-to-1 work, not optimization of an existing channel
- Determine the right channel mix (content, webinars, advisor associations/networks, partner co-marketing with existing enterprise clients who have advisor bases, direct outreach) and build a testable plan
- Define what "good" looks like for this motion; comfortable setting initial hypotheses and metrics rather than executing someone else's playbook

1. Brand (~10%)

- Own how Capitalize shows up to enterprise buyers, partners, and the advisor community
- Build out our visual and verbal identity and develop a consistent voice and brand across every touchpoint for all audiences
- Manage our corporate communications and social calendar to support overall company announcements, product updates, and narrative

## What You'll Bring

- 7-10+ years in B2B marketing with depth in product marketing or building go-to-market programs for complex enterprise sales motions
- Familiar with a high-ACV, enterprise sales motion and has previous experience selling to or marketing to large, regulated buyers such as financial services, insurance, healthcare, or enterprise HR/benefits are strong analogs
- Sharp writer and storyteller who can turn complex product detail into something our buyers will actual read
- Fluent in the modern GTM stack and comfortable recommending new tools as needs evolve (e.g., Clay for data enrichment/workflows, Profound or similar for AI-search visibility, plus core CRM/marketing ops tools).
- Previous experience at an early-stage, high-growth startup a plus
- Bonus points: background in retirement, wealth management, RIA/advisor, or benefits/401(k) space, or experience marketing to financial advisors specifically

## Compensation & Benefits

Compensation range: $170k-210k base salary, depending on experience.

This role is hybrid based in New York City, with a requirement of at least three days per week in the office.

We are a mission-driven company focused on doing what is right for our customers and our team. That means assembling a group of diverse, hardworking people who want to be their best in a setting that is open and inclusive for all. We are committed to diversity in both measurable terms, such as gender and race, and across other dimensions, such as skill sets and experiences. We believe that a diverse, equitable, and inclusive company enriches our professional and personal lives. If that speaks to you, we want to meet you. Come help us build!

## About Capitalize

## Company Overview
- **One-liner**: Capitalize provides a modern digital platform that automates the process of finding, consolidating, and rolling over old 401(k) accounts, serving both individual consumers and financial institutions via an enterprise API.
- **Entity Type**: Private (Series B)
- **Headquarters**: New York, NY, USA
- **Founded**: 2020
- **Founders**: Gaurav Sharma (CEO), Chris Phillips (CTO)

## Core Business
- **Primary industry**: Financial Services / Fintech (Retirement Savings & Wealth Management)
- **Target customers**: B2B (Financial institutions, advisors, recordkeepers) and B2C (individuals with old 401(k) accounts)
- **Mission or purpose statement**: To make saving for retirement easy and to ensure all Americans can retire with enough money for a life of dignity by eliminating friction and fees in the retirement savings system.

## Products & Services
- **Consumer Rollover Platform (B2C)**: A free, digital service that helps individuals find their old 401(k)s, compare rollover options (IRA providers), and execute a seamless transfer without paperwork or phone calls.
- **Enterprise Rollover API (B2B)**: A developer-first API and white-label platform that enables financial institutions, advisors, and recordkeepers to offer a digital rollover experience to their own customers. Includes white-glove support from a team of rollover specialists.

## Market Standing
- **Valuation/Market Cap**: Not publicly available
- **Key Metric**: Total Funding of **$33.5M** (as of August 2024); Annual Revenue estimated at **$3M** (per LinkedIn).
- **Notable Investors/Partners**: RRE Ventures (led Series B), Canapi Ventures (led Series A), Greycroft, Bling Capital. Partners with leading financial institutions (names not publicly listed).
- **Growth Signals**: Recognized as one of **TIME’s 100 Best Inventions** and **Forbes Top 50 Fintech Companies in the US**. The company reports a **300% increase in rollover volume** for partners and a **50%+ rollover volume run rate growth** in 24 months. They have processed billions of dollars in assets.

## Competitive Advantages
- **Independent & Unbiased**: Unlike IRA providers, Capitalize is an independent platform that does not steer users to its own products, creating trust and alignment with the consumer.
- **Comprehensive Coverage**: Has mapped the rollover process for virtually all recordkeepers, handling complex exceptions efficiently.
- **Proven at Scale**: Platform is battle-tested with leading financial organizations, processing high volumes of data with low response times.
- **Proprietary Technology + Human Touch**: Combines a developer-first API with a team of rollover specialists who provide personalized, high-touch support.

## Strategic Focus
- **Expand Enterprise Partnerships**: Continuing to scale the B2B API business to capture a larger share of the $1 trillion annual rollover market.
- **Product Development**: Launching new features to help users better manage their consolidated retirement savings.
- **Long-term Growth**: Building an enduring business focused on the long-term, with a mission-driven approach to solving a systemic problem in retirement savings.

## Why Work Here
- **Mission-Driven Culture**: The team believes in doing good and making money, rejecting the trade-off between profits and purpose.
- **Ownership Mentality**: Employees are given the power to make decisions and are incentivized with equity to share in the company’s success.
- **Hybrid Work Environment**: The majority of the team is based in New York, coming into the office 2-3 days per week; flexible hybrid policy.
- **Strong Perks**: Competitive salary and equity, 100% premium-covered medical/dental insurance, 401k plan, unlimited PTO, 12 weeks of fully-paid parental leave, commuter benefits, pet-friendly office, and free snacks/drinks.
- **Engineering Culture**: Emphasis on clean code, dry humor, and building scalable systems with a developer-first approach. Direct access to engineers for enterprise partners.

## Sources
1. [Capitalize Official Website](https://www.hicapitalize.com/)
2. [Capitalize About Us](https://www.hicapitalize.com/about-us/)
3. [Capitalize Careers Page](https://www.hicapitalize.com/careers/)
4. [Built In NYC Profile](https://builtin.com/company/capitalize)
5. [LinkedIn Company Page](https://www.linkedin.com/company/capitalize)

## Other roles at Capitalize

- [Senior Business Analyst](https://feeny.ai/job/senior-business-analyst-capitalize-new-york-8zttm943vxm6) — New York, NY
- [Senior Software Engineer](https://feeny.ai/job/senior-software-engineer-capitalize-new-york-wnzf324fajbb) — New York, NY