Senior Manager, Design and Creative

Job Description

At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. 

What sets us apart? It’s not just the tech (though it’s best-in-class). It’s the people, the purpose, and the passion behind everything we do.    

We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management. 

As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. 

Join us, and be part of a company that’s not only moving fast—but making it count. 

Job Brief 

Advisor360° is seeking a creative and collaborative Senior Manager, Design and Creative to help bring our brand to life across every channel. As a player-coach, you’ll produce standout visual work while leading a small team of visual designers. In addition, you will manage contractors and agencies working on a project basis. In this role, you will execute high-quality creative based on the company’s evolving brand strategy—supporting campaign development, content marketing, executive communications, and more. 

Reporting to the Chief Marketing Officer, you’ll collaborate with cross-functional teams to develop and execute impactful design solutions that support strategic initiatives and shape the visual expression of the Advisor360° brand. This role is key to setting creative direction, ensuring visual consistency, brand integrity, and design excellence across internal and external channels. This is a great opportunity for someone who thrives in a fast-paced environment, has a sharp eye for design, and enjoys balancing leadership with hands-on creation. 

Here’s What You’ll Do:    

• Lead Visual Design Projects: From ads and videos to pitch decks, sales presentations and landing pages, you’ll design visually compelling assets that support brand storytelling, growth campaigns, and product marketing.  
• Brand Management: Guide the visual identity of Advisor360°, ensuring visual consistency and quality across all internal and external touchpoints.  
• Creative Strategy: Collaborate with the CMO and broader marketing team to evolve brand standards and develop visual strategies that align with business goals.  
• Asset Ownership: Maintain and organize our design system and asset libraries, including logos, iconography, templates, and brand guidelines.  
• Mentor & Manage: Provide creative direction, feedback, and professional development for junior designers and contractors; assign, prioritize, and track incoming requests across the team; manage assignments and timelines for our creative agency.  
• Cross-Functional Collaboration: Partner with content, product, sales, and web teams to deliver assets that drive awareness, engagement, and conversion.  
• Web & UX Enhancements: Design and propose updates to the corporate website and digital properties to enhance brand storytelling and user experience.  
• Video & Motion: Lead the visual direction of product explainers, brand videos, and animations through storyboarding, production, and editing support.  
• Internal Communications: Support internal design requests (e.g., PowerPoint presentations, business cards, event signage, team swag) that contribute to a unified, on-brand experience.  

What You Bring to the Table:  

• BA/BFA in Graphic Design, Visual Communications, or equivalent  
• 7+ years of professional design experience, including brand management or team leadership in a B2B, SaaS, or fintech environment  
• A strong portfolio that showcases versatility in layout, typography, and storytelling across digital and print media  
• Expertise in Adobe Creative Suite (Photoshop, Illustrator, InDesign, After Effects)  
• Experience with PowerPoint and web design tools (e.g., Figma, Sketch, WordPress)  
• Strong ability to balance hands-on design with team leadership and project prioritization  
• Excellent communication skills with a collaborative, feedback-driven mindset  
• Exceptional attention to detail, commitment to brand consistency, and the ability to deliver high-quality creative under tight deadlines  
• A proactive, solutions-oriented approach with the ability to thrive in a fast-paced, high-growth environment

Why You’ll Love Working Here: 

It’s not just about work—it’s about building a career and enjoying the ride!  

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.  

Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.