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PenChecks Trust
PenChecks Trust is seeking a Marketing Manager to build and operate a scalable, data-driven marketing capability that strengthens the company's core B2B market presence and supports growth across its retirement distribution and IRA solutions. This individual contributor will partner closely with Revenue and Product to sharpen positioning, messaging, content, sales enablement, campaigns, lead generation, partner and client communications, thought leadership, and PenChecks' overall presence in the market. The role will also bring B2C growth, conversion, and lifecycle expertise to NextLevel IRA, with particular emphasis on improving the individual investor journey and converting individuals reached through PenChecks' B2B relationships.
PenChecks Trust is a trusted independent provider of outsourced retirement plan payment processing services, serving institutions, third-party administrators (TPAs), advisors, plan sponsors, and individuals. The company offers a comprehensive suite of solutions including distribution processing, automatic rollover and missing participant IRA services, uncashed check resolution, abandoned plan (QTA) services, and ESOP distributions. PenChecks Trust also helps individuals claim retirement benefits and reunite with lost retirement funds through its participant-facing tools and support services.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for PenChecks Trust.