Graphic Designer - Holistiplan

Who We Are

Holistiplan is a fast-growing, fast-paced company within the Financial Technology (FinTech) sector. With more than 50,000 users, our award-winning software delivers comprehensive financial planning at scale. Our platform enables financial advisors to coordinate tax planning, P&C insurance planning, and estate planning solutions from a single, unified system. We’ve been voted the #1 tax planning software in the 2021, 2022, 2023, and 2025 Kitces Report Studies and the #1 tax planning software for 5 consecutive years in the T3 / Inside Information Software Surveys.

Role Overview

Holistiplan is looking for a Graphic Designer to support our growing marketing engine across acquisition, lifecycle, expansion, and product-led growth initiatives. This is not a brand-from-scratch role or a one-off request desk. It’s a high-impact, collaborative design role for someone who enjoys translating messaging, positioning, and campaign strategy into clear, compelling visual storytelling. You’ll partner closely with content, product marketing, and campaign teams to enable faster launches, stronger consistency, and better performance across campaigns, product-led growth, and sales enablement. The Graphic Designer will be a core partner in helping Holistiplan grow efficiently, tell a clearer story, and execute with speed – not just design faster, but design smarter.

What You’ll Do

Design marketing and product marketing assets across the funnel, including:

Campaign creatives (ads, landing pages, social images, video)

Product and feature value campaigns

Lifecycle and product onboarding assets

Sales and customer enablement materials (one-pagers, decks, visuals)

Event materials including print and swag, and on-site materials (booth, pull-ups

banners)

Support website and landing page updates

Create repeatable templates and systems to speed up campaign execution

Ensure brand consistency while adapting visuals for different audiences

Iterate on creative based on performance feedback (conversion, engagement, usage)

Assist marketing team with daily tasks and play a key supporting role in a variety of

projects

Collaborate with multiple teams to translate strategy, messaging, and positioning into

strong visual execution

Work closely with product marketing, content, sales, and product teams to develop and execute go-to-market strategies

Work with cross-functional teams in Agile marketing methodology to develop and execute brand strategies that drive business objectives

Work with vendors to coordinate the production of marketing materials and event assets

What We’re Looking For

Bachelor’s degree in Marketing, Graphic Design, Communications, or a related field

3-6 years of experience in digital marketing design (B2B SaaS preferred)

Strong brand management experience, with a focus on graphic design and creative execution

Strong portfolio across web, email, paid, and sales enablement assets

Strong eye for visual hierarchy, composition, and typography

Ability to take strategic direction and execute independently

Ability to manage multiple projects, prioritize effectively, and meet deadlines in a fast-paced environment

Strong command of modern digital design tools (e.g., Figma or equivalent); experience working within shared design systems and component libraries required

Light motion or video experience

Strong verbal and written communication skills

Nice to Have

Experience working in WordPress environments, including designing and implementing page layouts

Experience supporting PLG or lifecycle marketing

Experience designing for financial, tax, or professional services audiences

Understanding of how creative impacts funnel metrics and adoption

Role Details

Remote

Type: Full-time

Location: US or Brazil

For Brazil candidates: This is a full-time remote 1099 contractor role

To apply, please send your resume to jobs@holistiplan.com.