Responsibilities

• Own positioning, messaging, and go-to-market strategy for Wealth.com's product suite, with a growing focus on our enterprise segment as you ramp into the role
• Lead end-to-end product launches from positioning and messaging to internal enablement and external communications
• Partner cross-functionally with Product, Sales, and Customer Success to ensure new features and products land clearly with enterprise clients and drive adoption
• Build and execute lifecycle and email marketing campaigns that support activation, adoption, and retention across the client journey
• Develop and maintain sales enablement assets (competitive battlecards, talk tracks, and collateral) that help our sales and CS teams win and grow enterprise accounts
• Conduct competitive analysis and voice-of-customer research to sharpen positioning and inform roadmap and GTM decisions
• Leverage AI tools to accelerate research, content development, and campaign execution, continuously looking for ways to do more with a lean team
• Represent the voice of the enterprise customer internally, ensuring their needs and feedback shape both product and go-to-market strategy

Requirements

• 3–6 years of experience in product marketing, ideally within B2B SaaS
• Experience developing differentiated positioning and messaging frameworks, and translating complex product functionality into clear, compelling narratives for different audiences
• Hands-on email marketing execution experience, building, testing, and optimizing campaigns in platforms like Customer.io , HubSpot, or similar
• Data-driven approach to the role: comfortable defining and tracking launch effectiveness, feature adoption, and other GTM metrics, and using that data to inform decisions
• Demonstrated comfort using AI tools to work faster and more effectively, for research, content creation, competitive analysis, or campaign execution
• Experience building sales enablement content (battlecards, talk tracks, one-pagers) that sales teams actually use
• Comfortable owning work end-to-end, from strategy through hands-on execution, managing multiple concurrent launches and competing deadlines in a lean, fast-moving team

Nice to Have

• B2B SaaS product marketing experience
• Experience conducting customer or market research, including win/loss analysis, customer interviews, or voice-of-customer synthesis, to inform positioning and roadmap decisions
• Experience marketing in a regulated industry, with comfort navigating compliance and legal review processes
• Customer marketing experience, building case studies, testimonials, or customer stories to support sales
• Experience with platforms such as Customer.io , Userpilot, and data/analytics platforms (e.g., Omni)
• Graphic design skills or experience (Figma, Canva, or similar)
• Experience in financial services, wealth management, or estate planning is a significant plus

Benefits

• Competitive salary.
• Hybrid work arrangement in New York City, San Francisco, or Phoenix (3x a week)
• Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
• 100% company-paid basic life insurance, short-term and long-term disability insurance.
• 100% paid parental leave upon eligibility.
• Company equity managed through Carta.
• 401k with match and 100% vesting upon hire.
• Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
• Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
• Free estate planning for life!