---
title: 'Head of Brand at Boldin'
canonical: 'https://feeny.ai/job/head-of-brand-boldin-remote-04083jjdv8yr'
type: 'job'
last_seen: '2026-09-25'
---

# Head of Brand at Boldin

- **Company:** Boldin
- **Location:** Remote
- **Work type:** remote
- **Posted:** 2026-08-27
- **Last confirmed live:** 2026-09-25
- **Apply:** https://job-boards.greenhouse.io/boldin/jobs/4385620009

## Job description

Full-time • Remote

At Boldin, we believe that financial power belongs in the hands of individuals — not institutions. For too long, money has been controlled by systems that profit from complexity, fear, and dependence. We’re here to change that. We exist to democratize financial confidence, to give millions of people the clarity, tools, and courage to take control of their money and their time, and to live more meaningful lives.

You will be joining Boldin at an exciting time. We have raised $20+M from top investors, are seeing tremendous growth, and we’re very optimistic about the future.

## About This Role

This is not a traditional brand role.

We are not looking for someone to “manage a brand.” We are looking for someone to build a movement.

The Head of Brand is responsible for making Boldin synonymous with a powerful idea: Everyone deserves a financial plan — and the confidence that comes with it.

You will define how Boldin shows up in the world — what we say, how we say it, and how it spreads. You will lead the systems that turn ideas into cultural momentum across video, social, PR, classes, and content.

This role owns both brand narrative and brand performance — from awareness and perception to earned traffic, engagement, and downstream funnel impact.

## Key Responsibilities

Define and lead the Boldin brand

- Own Boldin’s brand strategy, voice, and point of view
- Develop clear, compelling narratives that differentiate Boldin and resonate emotionally
- Ensure consistency and clarity across all channels and touchpoints
- Build a brand that stands for something — not just explains something

Create a movement

- Evangelize the idea that everyone should have a financial plan
- Develop campaigns, ideas, and formats that spark conversation and cultural relevance
- Turn Boldin into a brand people talk about, share, and advocate for
- Identify and amplify moments that can create outsized impact

Own brand distribution systems

- Lead and integrate Video, Social, PR, Classes, and (potentially) Content
- Manage and develop the brand and marketing design function, ensuring Boldin’s visual identity is clear, consistent, and distinctive across all touchpoints
- Ensure each channel reinforces the same core narrative in a native, high-performing way
- Build repeatable systems for creating, testing, and scaling ideas

Drive measurable brand impact

- Own metrics including:
- Brand awareness and perception
- Earned traffic and direct arrivals
- Engagement and share of conversation
- Contribution to funnel conversion and growth
- Establish clear frameworks for measuring brand effectiveness
- Continuously test, learn, and improve

Collaborate across the business

- Partner with Growth to align brand and performance marketing
- Partner closely with Brand/Marketing Design to ensure excellence and consistency in visual storytelling across all channels
- Work with Product to ensure brand promise is reflected in the user experience
- Collaborate with Content, Video, PR, and Social leads to execute at a high level
- Serve as a unifying force across teams and functions

KPIS + Targets

- Significant increase in brand awareness and unaided recognition
- Growth in earned and direct traffic arrivals
- Increased engagement, sharing, and conversation across channels
- Stronger brand-driven conversion (registration, trial, subscription)
- Development of breakout campaigns or content with outsized reach
- Clear improvement in how users understand, trust, and connect with Boldin

## Qualifications

You are a builder, storyteller, and strategist — someone who understands how brands become movements.

You likely:

- Have a strong point of view on what makes brands culturally relevant
- Think in narratives, not campaigns
- Understand both emotional resonance and performance metrics
- Have experience turning ideas into distribution and reach
- Are as comfortable with ambiguity as you are with execution
- Care deeply about clarity, trust, and impact — especially in complex domains

## Requirements

To succeed in this role, you must:

- 8+ years of experience in brand, marketing, or growth leadership roles
- Proven track record of building and scaling a brand with measurable impact
- Experience leading multi-channel brand efforts (video, social, PR, content)
- Strong understanding of how brand drives business outcomes
- Experience managing and developing high-performing teams
- Exceptional storytelling and communication skills
- Familiarity with personal finance, retirement planning, or willingness to develop deep expertise quickly
- Ability to balance long-term brand building with short-term performance
- Able to communicate top down: take ideas from stakeholders and bring them directly to your team or a specific role with an actionable game plan

## Compensation and benefits

- $185,000–$205,000 DOE
- Equity: early-stage options with real upside
- Health, dental, and vision coverage
- 401(k) with match
- Flexible PTO / parental leave
- Fully remote (US).

We want to be as inclusive as possible in our hiring process. If you don’t have 100% of what we’re looking for, but feel like you’re pretty close to growing into the role — please still apply. If a candidate has only 80% of the skills but a fantastic attitude and perspective, they might be the perfect fit.

Boldin values the unique perspectives and contributions of all individuals and we strive to foster a diverse and inclusive culture. We encourage applications from individuals of all backgrounds, including and not limited to people of any race, ethnicity, or national origin, individuals with differing abilities, members of the LGBTQ+ community, veterans, gender minorities, women and people from underrepresented communities.We are committed to providing reasonable accommodations for applicants with differing abilities throughout the recruitment process. If you require any accommodations, please let us know, and we will work with you to meet your needs. We are committed to fostering an environment where everyone can bring their authentic selves to work. If you are comfortable doing so we invite you to share your preferred pronouns in your application.

## About Boldin

## Company Overview
- **One-liner**: Boldin is a do-it-yourself retirement and financial planning platform that combines AI-powered calculations, comprehensive scenario modeling, and human coaching to help individuals build and manage personalized financial plans.
- **Entity Type**: Private (operating as NewRetirement, Inc.)
- **Headquarters**: Remote-first; United States (specific city not disclosed)
- **Founded**: Year not publicly available (company story began when founder Stephen Chen helped his mother with retirement planning)
- **Founders**: Stephen Chen (Founder & CEO)

## Core Business
- **Primary industry**: Consumer financial planning & retirement software
- **Target customers**: B2C (individuals of all ages and income levels) and B2B (financial advisors, insurers, pension providers, employers offering financial wellness benefits)
- **Mission or purpose statement**: “Help anyone get confident and achieve financial independence so they can make the most of their money and time.”

## Products & Services
- **Boldin Platform (SaaS)**: A comprehensive DIY financial planning tool that models taxes, Social Security, real estate, healthcare, long-term care, income, debt, and budgets. Includes Monte Carlo analyses, real-time monitoring, and personalized recommendations.
- **Boldin AI**: An AI-powered retirement planning assistant that answers questions in plain language based on the user’s actual plan.
- **Coaching, Classes & Community**: Paid coaching sessions, educational classes, and group support to complement the software.
- **API & Branded Planning Solutions**: White‑label widgets and APIs for financial advisors, insurers, and pension providers to embed planning capabilities into their own offerings.

## Market Standing
- **Valuation/Market Cap**: Not disclosed
- **Key Metrics**:
  - 450,000+ users ([boldin.com/retirement/about/](https://www.boldin.com/retirement/about/))
  - Over 5 million financial plans built on the platform
  - Plans managing more than $300 billion in total assets
  - 85% of users report feeling more confident about their money
- **Notable Investors/Partners**: Not publicly listed; company works with financial advisors, insurers, and pension providers
- **Growth Signals**: Active hiring across multiple remote roles (video specialist, senior social media strategist, data analysts, engineers); expanding B2B partnerships; global team spanning US, Costa Rica, and Brazil

## Competitive Advantages
- **Comprehensiveness**: Considers taxes, healthcare, Medicare, long-term care, real estate, debt, and state‑specific modeling – a “panoramic” view not limited to savings and investments.
- **Affordability**: Uses technology to deliver high‑quality, unbiased guidance at a fraction of the cost of traditional financial advisors.
- **Human + AI blend**: Combines automated calculations with live coaching, classes, and 1:1 sessions, making complex planning accessible.
- **Personalization**: Adapts to any life stage or income level, from young adults to retirees.

## Strategic Focus
- Deepening B2B partnerships with financial advisors, insurers, and employers to scale financial wellness offerings.
- Expanding AI capabilities (Boldin AI) to answer user questions directly from their plans.
- Continuing to grow the user base while maintaining a remote-first, globally distributed team.

## Why Work Here
- **Mission-driven culture**: Employees are motivated by “making a real difference in people’s lives by helping them reduce financial stress” ([boldin.com/retirement/careers/](https://www.boldin.com/retirement/careers/)).
- **Remote-first**: Team members work from the United States, Costa Rica, Brazil, and even “floating on a boat in the Mediterranean” – as long as there’s a good internet connection ([boldin.com/retirement/team/](https://www.boldin.com/retirement/team/)).
- **Engineering & product focus**: Roles include VP of Engineering, CTO, Lead Software Engineer, Front‑End Engineering Lead, and multiple data analyst positions. The product itself is data‑intensive and algorithmic.
- **Perks & environment**: Flexible remote work, global team, and a supportive, purpose‑driven atmosphere. Open positions are posted on [newretirement.applytojob.com](https://newretirement.applytojob.com/).

## Sources
1. [boldin.com](https://www.boldin.com/)
2. [boldin.com/retirement/about/](https://www.boldin.com/retirement/about/)
3. [boldin.com/retirement/careers/](https://www.boldin.com/retirement/careers/)
4. [boldin.com/retirement/team/](https://www.boldin.com/retirement/team/)
5. [newretirement.applytojob.com](https://newretirement.applytojob.com/)

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