Product Marketing Manager, Advisor Software

Responsibilities

• Craft and execute the go-to-market strategy for new product releases, including positioning, content, service enablement, and sales enablement, to retain existing clients and attract new ones.
• Act as the commercial lead across sales, strategic account marketing, and demand generation, turning product strategy and market opportunities into sales plays, enablement programs, customer marketing initiatives, and client-facing assets.
• Develop and execute customer marketing programs that drive product adoption, advocacy, engagement, and expansion across the advisor client lifecycle, using client insights and success stories.
• Bring the voice of the advisor to the team through market research and win/loss analysis, and use those findings to inform product development, packaging, pricing, positioning, and messaging decisions.
• Build the competitive landscape for the business and create a sales enablement toolkit to support client conversations.
• Own our content library, including sales enablement and client-facing assets and testimonials, and keep it current so the sales team uses it.
• Partner with business analysts to measure and report on program results to executive stakeholders, and use what you learn to improve outcomes.

Requirements

• 3+ years of experience in product marketing, marketing, sales enablement, or customer communications.
• A track record of leading cross-functional projects with measurable business results.
• Strong communication skills for internal and external audiences. Writing samples are a plus.
• Comfort using data to measure results and decide what to do next, with a test-and-learn mindset.
• Strong prioritization skills in a fast-moving environment.
• Experience partnering closely with sales teams on support materials or training is a plus.
• Familiarity with tools such as Eloqua, Adobe Experience Manager, Tableau, Google Analytics, ON24, and Jira, or similar.
• Morningstar or financial services software experience is a plus.

Benefits

• Financial Health - 100% 401k match up to 6% of salary - Stock Ownership Potential - Company provided life insurance - 1x salary + commission - Physical Health  - Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages - Additional medical Wellness Incentives - up to $300-$600 annual - Company-provided long- and short-term disability insurance - Emotional Health  - Trust-Based Time Off - 6-week Paid Sabbatical Program - 6-Week Paid Family Caregiving Leave - Competitive 8-24 Week Paid Parental Leave - Adoption Assistance - Leadership Coaching & Formal Mentorship Opportunities - Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses - Tuition Reimbursement - Social Health  - Charitable Matching Gifts program - Dollars for Doers volunteer program - Paid volunteering days - 15+ Employee Resource & Affinity Groups