Responsibilities

• North Star Narrative (2-page): Create a concise, banker-friendly narrative that articulates what the platform solves, why now, and the immediate value to bankers.
• Messaging & Positioning: Define positioning pillars (e.g., Preparedness, Relationship Intelligence, Workflow Acceleration, Secure Offline Mobility ) and translate them into clear messaging for IB leadership and banker audiences.
• Persona-Based Storytelling: Tailor value propositions by persona:
• - Senior bankers: “Prepared in seconds, guided throughout the day”
• - Coverage: “Relationship clarity + sponsor signals”
• - Origination: “Faster pitch prep + deal context”
• - Juniors: “Execution acceleration + context library”
• Awareness & Adoption Assets: Produce a package of adoption materials:
• - Executive briefing deck storyline (1–3 key slides)
• - Banker-facing one-pager(s)

Requirements

• 7+ years in product marketing / marketing strategy / strategic communications for digital products (enterprise or highly regulated environments preferred).
• Proven ability to distill complex tech into simple, compelling, outcome-driven messaging .
• Experience creating executive narratives and materials for senior leadership audiences.
• Strong understanding of user adoption levers (behavior change, value framing, internal comms, pilot rollouts).
• Comfortable partnering with product/design/engineering to align story to real capabilities and timelines.
• Excellent writing, storytelling, and presentation skills.

Preferred

• Financial services / Investment Banking familiarity (coverage model, client lifecycle, deal motions).
• Experience launching mobile; desktop products and/or tools for client-facing roles.
• Experience with AI product storytelling (briefing, summarization, signal generation) and responsible AI messaging.