Fintech SaaS Pre-Launch & Growth Strategist Needed

Digital Marketing & Pre-Launch Growth Expert for Fintech / Trading SaaS
We are looking for an experienced Digital Marketing, Growth Marketing, or Fintech Marketing Specialist/Agency to develop and execute the pre-launch marketing and brand awareness campaign for the platform.
The platform is a professional stock-market research and trading analytics platform currently in its pre-launch phase.
Before the public launch, our immediate objective is to:
• Build awareness around the brand
• Establish credibility within trading communities
• Generate qualified traffic
• Build a strong Founding Members waitlist
• Create anticipation around the upcoming launch
• Develop an audience that can later be converted into active and paying subscribers
This is therefore not simply a project to “run some ads.”
We are looking for someone who understands SaaS pre-launch strategy, audience building, fintech positioning, and performance marketing.
About The Platform
The platform is being developed as a modern trading research and analytics platform for active traders and investors.
The platform brings together professional market tools such as stock research, scanners, analytics, SEC filing tools, market news, stock information, charts, and other trader-focused functionality within one platform.
It is not a broker, investment advisory service, or trading signal provider.
The platform is intended for an international audience, with particular relevance to active retail traders and investors.
Current Stage — Pre-Launch
The platform is currently preparing for launch.
We are building a Founding Members waiting list for traders who want early access and want to become part of the first group of users joining the platform.
Our marketing strategy should therefore have two stages.
Stage 1 — Pre-Launch
The initial campaign should focus heavily on:
• Brand awareness
• Founding Member waitlist registrations
• Email list building
• Social audience building
• Community awareness
• Product education
• Feature teasers
• Credibility and trust
• Pre-launch content
• Early adopter acquisition
• Audience engagement
• Retargeting audiences
• Launch anticipation
Stage 2 — Launch & Growth
Once the platform officially launches, the strategy should transition toward:
• Converting waitlist members into users
• User registrations
• Paid subscriptions
• Customer acquisition
• Retargeting
• Referral programs
• Subscription conversion optimization
• Retention marketing
• Scaling successful acquisition channels
Founding Members Campaign
A major part of the initial project will be developing the positioning and campaign around our Founding Members.
We want the Founding Member concept to create a sense of:
Early access
Exclusivity
Community
Long-term value
Being among the first users of the platform
We want someone who can help us determine how to communicate this offer effectively without relying on hype or aggressive sales tactics.
The marketing should encourage serious traders to think:
“This is a platform I want to follow and be part of before it launches.”
Target Audience
Our audience includes:
• Day traders
• Swing traders
• Active stock traders
• Retail investors
• Trading communities
• Users of stock scanners
• Users of market research platforms
• Traders looking for professional research and workflow tools
The audience may already use platforms such as:
TradingView, Trade Ideas, Finviz, Benzinga, Seeking Alpha, stock scanners, market news platforms, SEC research services, and other trading tools.
Marketing Channels
We are open to recommendations based on your experience.
Potential channels include:
• Google
• YouTube
• X / Twitter
• Instagram
• Facebook
• Reddit
• LinkedIn
• Trading communities
• Financial communities
• Influencer partnerships
• Trader educators / creators
• SEO
• Content marketing
• Email marketing
• Referral programs
We do NOT expect every channel to be used.
We want the marketer to identify where our highest-quality potential users are and develop the strategy around those channels.
Brand Direction
The brand should be positioned as:
Professional
Premium
Trustworthy
Modern
Sophisticated
Data-driven
Trader-focused
We specifically do NOT want:
• Get-rich-quick messaging
• Unrealistic trading claims
• Fake profit screenshots
• Gambling-style marketing
• Meme-style fintech advertising
• Cheap-looking ads
• Overly youthful or gimmicky UGC
• Generic marketing that could belong to any SaaS company
Our audience consists of traders. The creative direction should feel appropriate to people who spend their time looking at charts, scanners, filings, news, market data, and trading terminals.
Initial Project Scope
We expect the selected freelancer or agency to help with areas including:
1. Review the website and understand the product.
2. Study the target trading audience.
3. Analyze major competitors and adjacent platforms.
4. Define customer personas and user segments.
5. Develop brand's positioning and key messaging.
6. Develop the Founding Member / waiting-list campaign.
7. Design the pre-launch acquisition funnel.
8. Recommend the marketing channel mix.
9. Develop campaign concepts.
10. Create or direct advertising creatives.
11. Develop landing-page and signup messaging.
12. Set up analytics and conversion tracking.
13. Launch initial campaigns.
14. Measure cost per qualified waitlist signup.
15. Optimize campaigns before launch.
16. Develop the strategy for converting the waitlist once the platform goes live.
Content & Creative Strategy
We are also interested in developing content around the brand before launch, including:
• Platform feature teasers
• Product demonstrations
• Short professional videos
• Trading workflow content
• Educational market-related content
• Product screenshots
• Feature comparison content
• Founder / product story
• Coming-soon campaigns
• Founding Member campaigns
• Countdown-to-launch content
• Email sequences
Creative quality is very important.
We want content that looks like it belongs to a serious financial technology platform, not a generic social-media brand.
Important Pre-Launch KPIs
During the initial phase, our primary KPIs will be different from those of an established business.
We will focus on metrics such as:
• Qualified website traffic
• Founding Member waitlist signups
• Cost per waitlist signup
• Landing-page conversion rate
• Email subscriber growth
• Social audience growth
• Engagement from the trading community
• Retargeting audience size
• Email engagement
• Source/channel quality
After launch, KPIs will transition toward:
• User registrations
• Paid subscriptions
• Cost per acquisition
• Conversion rate
• Customer acquisition cost
• Retention
• Lifetime value
• ROAS
We care about business results, not simply impressions, followers, or likes.
Ideal Candidate
Preference will be given to candidates with experience in:
• Fintech
• Trading
• Investment platforms
• Financial SaaS
• SaaS pre-launch campaigns
• Product launches
• Subscription businesses
• B2C SaaS
• User acquisition
• Performance marketing
• Trading communities
Previous experience acquiring traders, investors, fintech users, or SaaS subscribers would be highly valuable.
When Applying
Please do NOT send a generic digital marketing proposal.
Please include:
1. Your experience with fintech, trading, SaaS, or subscription businesses.
2. Examples of relevant campaigns.
3. Results achieved.
4. How you would approach platform's pre-launch phase.
5. How you would grow our Founding Member waiting list.
6. The first three marketing channels you would test and why.
7. What type of content you would create.
8. Your proposed pre-launch funnel.
9. Your recommended advertising budget.
10. Your fee for strategy, setup, creative production, and ongoing management.
11. Whether you handle:
• Paid advertising
• Video production
• Static creatives
• Copywriting
• Social media
• SEO
• Email marketing
• Landing-page optimization
• Analytics
Also answer this question:
If your goal were to acquire the first 1,000 qualified traders for the Founding Members waiting list, how would you approach it?
Please start your proposal with:
“TradeProject Founding Members”
so we know you have read the project description.
We are looking for a partner who can help us through:
Pre-launch → Launch → User Acquisition → Long-term Growth
This can become a long-term engagement for the right person or agency.
Website: After Agreement