Responsibilities

• Own the product marketing strategy and go-to-market plans for the Capital Partners portfolio, ensuring alignment with business objectives and advisor needs.
• Develop compelling positioning, messaging, and value propositions that clearly articulate how Capital Partners solutions help advisors grow, monetize, protect, and transition their businesses.
• Build and execute integrated, multi-channel marketing campaigns that support the full advisor journey—from awareness and consideration through engagement, conversion, and ongoing adoption.
• Partner closely with Sales leadership and field teams to develop sales enablement materials, messaging, presentations, and tools that improve advisor conversations and increase solution adoption.
• Serve as the marketing subject matter expert for Capital Partners, providing strategic guidance to cross-functional partners across digital marketing, content, creative, communications, events, and advisor experience teams.
• Develop audience segmentation and advisor journey strategies that recognize the interconnected nature of advisors' business priorities, including succession, liquidity, and growth.
• Lead campaign planning and execution across owned, earned, and paid marketing channels while ensuring consistent messaging and advisor experience.
• Establish campaign KPIs, monitor marketing performance, and leverage data-driven insights to optimize campaigns and improve business outcomes.
• Maintain product marketing roadmaps, messaging frameworks, and core marketing assets to support ongoing business priorities.
• Collaborate with business leaders to understand evolving market opportunities, competitive trends, and advisor needs to continuously refine marketing strategies.

Requirements

• 7+ years of product marketing, strategic marketing, or go-to-market experience, including ownership of marketing strategies that delivered measurable business results.
• 5+ years’ experience partnering with sales organizations to develop sales enablement strategies, messaging, and tools that drive commercial outcomes.
• 3+ years of experience in financial services, wealth management, advisor-facing marketing, or a closely related industry.
• Core Competencies: Deep experience developing and executing integrated, full-funnel marketing campaigns that span awareness, engagement, conversion, and adoption.
• Skilled in driven decision making and campaign optimization.
• Expertise in audience segmentation, positioning, messaging frameworks, and value proposition development for complex products or solution portfolios.
• Exceptional communication, storytelling, project management, and cross-functional collaboration skills with the ability to influence stakeholders across multiple business functions.

Preferred

• Experience marketing complex solution portfolios or consultative B2B offerings.
• Familiarity with CRM, marketing automation platforms, digital analytics tools, and performance reporting.

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off
• and more