Performance Marketing Lead driving paid acquisition for Boldin’s comprehensive financial planning platform. Owning budgets, campaigns, testing, measurement, and efficiency targets across paid channels.
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Boldin
Currently Hiring
About the company
Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content.
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Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning at scale.
The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue.
The NewRetirement platform was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII).
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