Job Description
Head of Affiliates and Influencers
[Full-time] • Remote
At Boldin, we believe financial confidence should be accessible to everyone. Money decisions shape our lives, yet too often people are left without the clarity or tools they need to make informed choices. We exist to change that.
Boldin is a comprehensive financial planning platform that helps people understand their financial picture, make smarter decisions with their money and time, and plan for the future with confidence.
With over $20M raised and strong momentum, Boldin is entering a pivotal phase of growth. This is an opportunity to join a mission-driven team and help shape the future.
About This Role
Affiliates and influencers are already one of Boldin's highest-quality, highest-intent acquisition channels and now it's time to pour fuel on it. We're looking for a Head of Affiliates and Influencers to take ownership of our existing program, set its strategy, and accelerate its growth into a true engine for the business.
This is a leadership role with a hands-on edge. You'll oversee the program we've already built including an affiliate manager who runs much of the day-to-day while driving the strategy, raising the ceiling on performance, and getting personally involved in the biggest partnerships and decisions. You're the person who sees where this channel can go and makes it happen: more high-impact creators, smarter economics, better infrastructure, and a step-change in growth.
You'll report to the Head of Growth and work closely with paid media, lifecycle, content, data, and finance.
Key Responsibilities
- Set the strategy and own the program. Define where affiliates and influencers go from here the partner mix, the targets, the roadmap and own delivery against revenue and CAC goals.
- Accelerate growth. Take a program that already works and meaningfully scale it. Find the next tier of high-impact creators and partners, unlock new partnership types, and raise the bar on what this channel contributes to the business.
- Lead the existing team. Manage and develop the affiliate manager who runs much of the day-to-day, level up how the program operates, and shape how the team scales as the channel grows.
- Deepen creator relationships. Boldin already partners with personal-finance and retirement creators on YouTube (think Rob Berger, Azul Wells, Erin Talks Money, Joe Kuhn). You'll strengthen those partnerships, get personally involved in the most important ones, and bring in the next wave of voices our audience trusts.
- Expand the distribution-partner network. Identify new partners who reach pre-retirees and retirees at scale.
- Sharpen partner economics. Refine commission structures, flat-fee and hybrid deals, and incentive models that are fair to partners and accretive to Boldin. Know your unit economics cold.
- Migrate the program to a dedicated tracking platform. Lead the move of the existing affiliate and influencer program off its current setup onto an external affiliate tracking and payout platform evaluate and select the tool, manage the implementation, migrate partners and historical data cleanly, and get tracking, links, and payouts working reliably.
- Strengthen the operational backbone. Partner with data and finance to get attribution, tracking, and payouts right clean links, reliable reporting, and trustworthy numbers. (You'll inherit some history here, including reconciling attribution data, so a healthy obsession with data integrity matters.)
- Test and scale. Run structured experiments on offers, formats, and partner types. Double down on what works, cut what doesn't, and document the playbook.
KPIS + Targets
- By 90 days, you know the existing program, partners, and team inside out, you've set a clear strategy and growth plan, you've audited how attribution and payouts work today (and started fixing what's broken), and you've selected a tracking platform with the migration underway.
- By the end of year one, affiliates and influencers are a predictable, measurable growth channel with clean economics, a documented playbook, a growing roster of high-performing partners, and a clear plan for scaling the team behind it.
Qualifications
- 5+ years in growth, partnerships, affiliate, or influencer marketing, including ownership of an affiliate or creator program that you scaled meaningfully ideally with experience managing or mentoring others.
- A relationship-builder who creators and partners genuinely want to work with credible, responsive, and straight with people.
- Commercially sharp. You think in CAC, payback, LTV, and incremental revenue, and you can negotiate a deal that pencils out.
- Analytical and data-fluent. You're comfortable in analytics tools, you ask where the numbers came from, and you don't ship a payout report you can't defend.
- A strategic operator who can take an established program and accelerate it improving systems and economics, not just maintaining them.
- An excellent communicator and writer who can brief a creator, align a cross-functional team, and frame a recommendation for leadership.
- Comfortable leading from the front: setting strategy and direction while still rolling up your sleeves for the partnerships and decisions that matter most.
Nice to have
- Experience in consumer fintech, SaaS, or subscription businesses.
- A network in the personal-finance or retirement creator ecosystem.
- Hands-on experience selecting, implementing, or migrating to an affiliate or partner tracking platform (e.g., Impact, PartnerStack, Everflow, TrackDesk), plus attribution and tracking infrastructure.
- Understanding of the regulatory and compliance considerations that come with financial-services partnerships.
Salary Range
$160,000 -180,000/annual DOE
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.
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Job Details
- Category
- Sales & Marketing
- Employment Type
- Full Time
- Location
- Remote (Remote)
- Posted
- Compensation
- $160,000 - $180,000 per year
About Boldin
Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. @boldin 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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