Responsibilities

• Support the strategy and execution of the sales enablement platform, partnering across marketing, product, technology, and vendor teams to deliver a seamless, integrated experience for Private Client Bankers.
• Develop and implement solutions that enable bankers to customize client materials, track engagement, and access insights in real time.
• Champion adoption by enabling bankers to efficiently personalize pitchbooks, flyers, and other collateral—reducing manual processes and increasing speed to market.
• Collaborate with cross-functional stakeholders to gather feedback, analyze platform usage, and drive continuous optimization based on banker and client needs.
• Oversee future integration with CRM, email, and mobile channels, ensuring a unified marketing and sales ecosystem.
• Monitor industry trends and regulatory requirements to inform product and marketing strategy, ensuring compliance and relevance.

Requirements

• Bachelor’s degree in marketing, business, product management, technology, or a related field
• 4+ years of experience in marketing, product management, or sales enablement, ideally within financial services or technology-driven organizations
• Proven track record of leading cross-functional teams and delivering innovative digital solutions
• Experience launching and optimizing digital platforms or tools for sales or client engagement
• Strong analytical, strategic planning, and problem-solving skills
• Demonstrated ability to drive adoption and change management for new technologies or platforms
• Expertise in campaign management, customer engagement analytics, and performance measurement
• Excellent written and verbal communication skills, including executive-level presentation abilities
• High proficiency in Microsoft Excel and PowerPoint
• Comfort working in a highly matrixed, fast-paced environment with shifting priorities
• Experience managing budgets, forecasts, and ROI for marketing or product initiatives

Benefits

• We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
• Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
• We also offer a range of benefits and programs to meet employee needs, based on eligibility.
• These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
• Additional details about total compensation and benefits will be provided during the hiring process.