Responsibilities

• Lead go-to-market for new product launches and feature announcements to existing enterprise partners and prospects
• Develop positioning and messaging that holds up in front of sophisticated, risk-averse financial services buyers
• Own the narrative and proof points (case studies, ROI data, reference customers) that sales and partnerships teams pull from in every deal
• Track competitive landscape and translate it into usable sales intelligence
• Build out our content to support overall company narrative and product positioning and messaging (e.g. PR, newsletters, webinars, whitepapers, blog posts)
• Ensure that our company website accurately and persuasively conveys our core value props for key audiences
• Partner with the Chief Commercial Officer to build out reusable assets for the enterprise sales toolkit: pitch decks, ROI/business case templates, competitive battlecards, objection-handling guides, security/compliance one-pagers
• Collaborate with AEs and deal teams on active large-logo opportunities, tailoring 1:1 materials for specific buying committees or enterprise opportunities
• Build 1:1 or 1:many ABM plays for key target accounts that help shorten deal cycles and remove key friction points
• Run a lean, high-ROI events calendar: industry conferences (e.g., fintech, retirement/wealth), executive dinners, partner co-marketing events

Requirements

• 7-10+ years in B2B marketing with depth in product marketing or building go-to-market programs for complex enterprise sales motions
• Familiar with a high-ACV, enterprise sales motion and has previous experience selling to or marketing to large, regulated buyers such as financial services, insurance, healthcare, or enterprise HR/benefits are strong analogs
• Sharp writer and storyteller who can turn complex product detail into something our buyers will actual read
• Fluent in the modern GTM stack and comfortable recommending new tools as needs evolve (e.g., Clay for data enrichment/workflows, Profound or similar for AI-search visibility, plus core CRM/marketing ops tools).
• Previous experience at an early-stage, high-growth startup a plus

Preferred

• Bonus points: background in retirement, wealth management, RIA/advisor, or benefits/401(k) space, or experience marketing to financial advisors specifically

Benefits

• We are a mission-driven company focused on doing what is right for our customers and our team. That means assembling a group of diverse, hardworking people who want to be their best in a setting that is open and inclusive for all. We are committed to diversity in both measurable terms, such as gender and race, and across other dimensions, such as skill sets and experiences.