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

• Bachelor’s degree required; advanced degree is a plus
• 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
• 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