Product Marketing Specialist, Wealth Management

About the role

A product marketing role focused on wealth management technology, driving go-to-market planning and launches for products used by advisors and investment professionals.

What you will do

• Partner with product managers through the development lifecycle to understand customer problems and business value
• Turn complex investment data and product capabilities into clear value for advisors, RIAs and asset managers
• Create messaging frameworks, collateral, presentations, competitive resources and launch communications
• Track the wealth management technology landscape, including competitors, trends and advisor workflows
• Gather customer feedback and competitive intelligence and turn it into recommendations for product and marketing teams

What they look for

• Three to five or more years in product marketing or closely related go-to-market work
• Direct experience in wealth management technology, investment technology, financial data or advisor technology
• Familiarity with advisors, RIAs, wealth managers and asset managers and their workflows
• Working knowledge of investment concepts such as equities, ETFs, mutual funds, portfolios and benchmarks
• Proven experience supporting product launches from positioning through post-launch assessment
• Strong writing and storytelling skills that translate financial or technical concepts into customer value