Senior Product Marketing Manager

Responsibilities

• Net-new prospect funnel: Personally build and run outbound marketing—including LinkedIn, email, and outreach—to reach a high-net-worth and mass-affluent audience outside our current customer base.
• Conversion path orchestration: Own both the free expert consultation and self-serve signup paths. Partner with product to lead qualification and routing to expert calendars, nurture no-shows and not-yet-ready leads, and test outreach channels.
• Channel orchestration via central marketing and Concierge: Set the strategy and brief execution for paid, brand creative, events, and owned/lifecycle channels through the central marketing and Concierge teams.
• Marketing stack build-out: Implement the marketing technology required to run marketing for this audience, integrating with a CRM (e.g., Salesforce).
• Launch readiness: Drive marketing execution against a confidential internal timeline.
• GTM partnership across departments: Partner with central marketing, Concierge, growth, product, and legal/compliance as strategy and budget finalize—understanding project timelines and key marketing outputs, triaging problems in real time, and advocating for the prospective client's needs.
• Unit-economics ownership: Build and iterate marketing attribution and efficiency, with a primary focus on net-new client acquisition costs relative to lifetime value (CAC:LTV).

Requirements

• 6+ years of experience in B2B or B2B2C demand generation or growth marketing, with hands-on experience building, not just running, campaigns inside an existing stack.
• Experience creating a marketing stack that pairs outbound channels (LinkedIn, email, outreach) with a live "book a call/demo" conversion flow (marketing automation, lead routing, scheduling, and attribution).
• Experience marketing a sales-assisted product (such as wealth management, fintech, insurance, or B2B SaaS with a human handoff) where the funnel leads to a live conversation rather than a self-serve signup.
• Routine use of AI across your marketing workflow, with comfort directing a hybrid workflow of human collaborators and AI tools.
• Experience shipping outbound campaigns end-to-end, pairing creative assets and messaging with distribution channels, and experience directing other teams or agencies on channels you do not produce yourself.

Preferred

• Experience in wealth management, private banking, Registered Investment Advisor (RIA), or a fintech-serving high-net-worth background.
• Experience with compliance-reviewed marketing in a regulated financial services environment.
• Experience planning small, high-touch VIP or executive events.
• Depth in two or more areas of product marketing, growth/demand generation, and content/brand, with the ability to operate across all three.
• Comfort building and presenting a GTM perspective to senior leaders under an evolving timeline and confidentiality constraints.
• Experience with referral programs or partner-channel marketing.

Benefits

• Challenging, high-impact work to grow your career.
• Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching.
• Top Tier benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents.
• Access to the best AI tools on the market and continuous AI skill-building for every employee, technical or not.
• Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more.
• Employer-paid life & disability insurance, fertility benefits, and mental health benefits.
• Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!
• Exceptional office experience with catered meals, events, and comfortable workspaces.
• In addition to the base pay range listed below, this role is also eligible for bonus opportunities + equity + benefits.