Head of Product Marketing

Boston, MA (Hybrid)

$175K/yr – $205K/yrSenior Level10+ years expFull time

Posted 11 days ago

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Job Description

Responsibilities

  • Own positioning and messaging by channel, developing differentiated stories for Advisors, Recordkeepers, and Asset Managers
  • Define and refine ICPs and advisor segmentation, including the Emerging / Established / Institutional advisor tiers and channel-specific buyer personas
  • Maintain a competitive intelligence program: battlecards, competitive analysis cadence, TDF competitive tools, and ongoing market monitoring
  • Build and maintain GTM playbooks per Recordkeeper partner and Asset Manager tier, tailored to personas, products, internal concerns, and plan types
  • Lead launch messaging and GTM coordination for product and feature launches across both brands, including BoardingPass, Panorix, new fund launches, and RPAG feature releases
  • Produce sales enablement materials: pitch decks, talk tracks, one-pagers, and enablement kits for major campaigns
  • Own the narrative quality and competitive positioning of all RFP/RFI responses and proposals; direct the Sr. RFP Specialist on proposal strategy and template library development
  • Lead a CIT positioning refresh and drive campaign series to reinforce market differentiation
  • Feed Content with positioning direction -- competitive angle, audience-specific framing, and key proof points; and partner with Demand Gen and Head of Growth on messaging frameworks
  • Brief Brand/Design on messaging direction and visual approach to ensure creative aligns with positioning strategy

Requirements

  • 10+ years of B2B product marketing experience, ideally in financial services, asset management, or the retirement industry
  • Demonstrated ability to build and maintain a structured competitive intelligence program
  • Experience developing differentiated positioning for multiple buyer types (institutional, channel, independent advisor)
  • Strong sales partnership skills; comfortable working directly with CRO and sales leadership on enablement, not just producing materials in isolation
  • Experience with sales enablement, proposal development, or strategic content that supports the sales cycle
  • Bachelor’s degree required; advanced degree is a plus
  • Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
  • Comfortable navigating ambiguity
  • Entrepreneurial mindset to bring best practice ideas to the team
  • Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration

Benefits

  • Be an integral part of a high-growth organization!
  • Competitive compensation package
  • Group medical, dental and vision insurance
  • Employer-paid life and disability insurance
  • Annual well-being stipend
  • Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement

Marketing Team

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