Schedule a call →

<p>Interview fractional leaders this week for <strong>free</strong>!</p>

Empower wealth advisors with Sofistic.AI: AI-powered platform to unify client data, provide insights, and grow your practice.

Sofistic.AI Icon

Sofistic.AI is not just a software; it's a revolutionary gateway to comprehensive and proactive wealth management, easily accessible at your fingertips. Founded in 2022, Sofistic.AI emerged with a vision to transform traditional wealth management by introducing an AI-powered platform tailored to the dynamic needs of high-net-worth individuals and clients. Our mission is to optimize financial decision-making through ethical AI and data-driven solutions, ensuring clients and stakeholders prosper in an ever-evolving financial landscape. With a commitment to leveraging innovative AI technology and data analytics, Sofistic.AI provides cutting-edge, data-driven solutions that empower clients, wealth managers, and financial institutions to make informed financial decisions. By prioritizing AI and data-driven strategies, we aim to set new standards in financial excellence and establish ourselves as a trusted partner in navigating complex financial landscapes, securing long-term prosperity for all stakeholders. Visit Sofistic.AI today to revolutionize your wealth management experience.

Sofistic.AI

Computers Electronics and Technology

linkedin

Sofistic.AI Logo

Sofistic.AI is a Montreal-based WealthTech company building a modern wealth management platform for financial institutions and family offices. Our mission is to help advisors and investment teams make more informed, visual, and timely decisions through a unified portfolio view, AI-powered tools, and a modern digital experience designed to simplify complexity.

## **The Role**

We're hiring a Marketing & Communications Lead to own how Sofistic.AI shows up in the market — visually, digitally, and narratively. This is a hands-on individual contributor role: you'll own the full scope, from brand and design execution to SEO, SEM, communications, and content. You're not here to manage a team or brief an agency — you build, ship, and iterate yourself, with close collaboration with leadership and sales.

The mandate spans brand identity, website, sales collateral, pitch decks, external communications, and digital marketing. Everything we put in front of prospects, clients, and the market runs through you.

We're open to fractional or full-time — the right structure depends on the person and scope. If you're fractional, you should have bandwidth to be a genuine partner, not a vendor.

## **Key Responsibilities**

- Own and evolve the Sofistic.AI brand system — visual identity, voice, design standards — ensuring consistency across every touchpoint
- Lead a website revamp from strategy through execution (copy direction, design, and coordination with development if needed)
- Design and maintain sales and marketing collateral: pitch decks, one-pagers, case studies, and product sheets
- Own external communications: press releases, announcements, award submissions, and media outreach groundwork
- Develop and manage a LinkedIn content calendar; ghostwrite thought leadership content for founders and leadership
- Draft and maintain investor, partner, and client communication templates — consistent tone, professional presentation
- Create motion and static assets for digital channels — LinkedIn, Google Ads, email
- Own SEO end-to-end: site architecture, on-page optimization, keyword strategy, content briefs, backlink strategy, and performance tracking
- Plan, launch, and optimize SEM campaigns (Google Ads, LinkedIn Ads); own bidding strategy, ad copy, landing page alignment, and ROI reporting
- Identify and pursue additional demand-generation channels relevant to the wealth management and fintech buyer (content syndication, review platforms, niche directories, etc.)
- Partner with leadership on high-stakes presentation design (investor decks, enterprise proposals)
- Use AI tools (Claude, Midjourney, or equivalent) fluently to accelerate production without sacrificing quality
- Maintain a scalable asset library and design system the team can self-serve from

## **Who You Are**

- 5–7 years spanning brand/marketing design, communications, and digital marketing — with a portfolio that shows range across visual, web, and performance
- Proficient across the standard stack: Figma (or equivalent), Adobe Creative Suite, etc
- Strong writer — you can adapt tone across a press release, a LinkedIn post, an investor update, and a product one-pager
- Hands-on with SEO: you've owned keyword strategy, technical audits, content optimization, and can read a Search Console report and act on it
- Hands-on with SEM: you can build, manage, and optimize paid search and social campaigns yourself — not just brief an agency
- Familiar with analytics and attribution: GA4, Google Search Console, and at least one SEO tool (Ahrefs, Semrush, or equivalent)
- AI-native: you actively use tools like Claude, ChatGPT, Midjourney, or equivalent to accelerate and enhance your work — a real force multiplier, not a novelty
- Equally comfortable with brand strategy as with pixel-level execution — you can write a creative brief and ship the final asset
- Comfortable working lean and independently; you don't need a team or an agency to get things done
- Strong communicator with senior stakeholders; you can explain decisions and take direction without ego
- Fluent in English and French (spoken and written)
- Montreal-based; hybrid availability

**Bonus:** Experience in fintech, SaaS, or financial services; familiarity with HubSpot or Salesforce; motion design or video editing skills; experience with B2B content marketing or PR

## **Work Arrangement**

Fractional or Full-Time; Montreal, Canada (Hybrid)

## **Why Join Sofistic.AI**

- Direct influence on brand, communications, and market presence at a critical growth stage
- Close collaboration with leadership — fast decisions, real autonomy
- A focused, execution-driven team solving real problems in wealth management

Sofistic.ai - Marketing & Communications Lead — Fractional or Full-Time

Chief Marketing Officer

Chief Communications Officer

Marketing Strategist

Brand Communications

Brand Identity

Presentation Design

400 million+ members | Manage your professional identity. Build and engage with your professional network. Access knowledge, insights and opportunities.

LinkedIn

Marketing Collateral

Sofistic.AI provide innovative, AI and data-driven solutions that enhance the efficiency and decision-making of wealth advisors, enabling them to deliver superior financial outcomes for their clients while boosting the engagement with them.

Empowering wealth advisors through technology, insights, and trust

**About Sofistic.AI**

Sofistic.AI is a Montreal-based WealthTech company building a modern wealth management platform for financial institutions and family offices. Our mission is to help advisors and investment teams make more informed, visual, and timely decisions through a unified portfolio view, AI-powered tools, and a modern digital experience designed to simplify complexity.

**The Role**

We're hiring a versatile marketing and brand designer to own how Sofistic.AI shows up in the market — visually, digitally, and narratively. This is a hands-on role covering the full creative and demand-generation surface: brand identity, website, sales collateral, pitch decks, and digital marketing (SEO, SEM, and paid channels). You'll work closely with leadership and sales to ensure everything we put in front of prospects and clients reflects the quality and sophistication of the product.

We're open to fractional or full-time — the right structure depends on the person and scope. If you're fractional, you should have bandwidth to be a genuine partner, not a vendor.

**Key Responsibilities**

- Own and evolve the Sofistic.AI brand system — visual identity, voice, design standards — ensuring consistency across every touchpoint
- Lead a website revamp from strategy through execution (copy direction, design, and coordination with development if needed)
- Design and maintain sales and marketing collateral: pitch decks, one-pagers, case studies, and product sheets
- Create motion and static assets for digital channels — LinkedIn, Google Ads, email
- Own SEO end-to-end: site architecture, on-page optimization, keyword strategy, content briefs, backlink strategy, and performance tracking
- Plan, launch, and optimize SEM campaigns (Google Ads, LinkedIn Ads); own bidding strategy, ad copy, landing page alignment, and ROI reporting
- Identify and pursue additional demand-generation channels relevant to the wealth management and fintech buyer (content syndication, review platforms, niche directories, etc.)
- Partner with sales and leadership on high-stakes presentation design (investor decks, enterprise proposals)
- Use AI tools (Claude, Midjourney, or equivalent) fluently to accelerate production without sacrificing quality
- Maintain a scalable asset library and design system that the team can self-serve from

**Who You Are**

- 4–7+ years spanning brand/marketing design and digital marketing — with a portfolio that shows range across visual, web, and performance
- Proficient across the standard stack: Figma (or equivalent), Adobe Creative Suite, and at least one website platform (Webflow, Framer, or similar)
- Hands-on with SEO: you've owned keyword strategy, technical audits, content optimization, and can read a Search Console report and act on it
- Hands-on with SEM: you can build, manage, and optimize paid search and social campaigns yourself — not just brief an agency
- Familiar with analytics and attribution: GA4, Google Search Console, and at least one SEO tool (Ahrefs, Semrush, or equivalent)
- AI-native: you actively use tools like Claude, ChatGPT, Midjourney, or equivalent to accelerate and enhance your work — a real force multiplier, not a novelty
- Equally comfortable with brand strategy as with pixel-level execution — you can write a creative brief and ship the final asset
- Comfortable working in a lean, fast-moving environment where you own the output end-to-end
- Strong communicator with senior stakeholders; you can explain decisions and take direction without ego
- Fluent in English and French (spoken and written)
- Montreal-based; hybrid availability

**Bonus:**

experience in fintech, SaaS, or financial services; familiarity with HubSpot or Salesforce; motion design or video editing skills; experience with B2B content marketing or thought leadership programs

**Why Join Sofistic.AI**

- Direct influence on brand and market presence at a critical growth stage
- Close collaboration with leadership — fast decisions, real autonomy
- A focused, execution-driven team solving real problems in wealth management

Marketing & Brand Designer — Fractional or Full-Time

Montréal

The role involves leading marketing and communications efforts for Sofistic.AI, including brand identity, digital marketing, and external communications. It's a hands-on position with responsibilities across SEO, SEM, and content creation. The position is open to fractional or full-time arrangements, with a focus on being a genuine partner rather than a vendor.

Sofistic.AI

About Sofistic.AI

Jobs

Past roles

About this page