Product Marketing Lead

About the position

The role involves building product positioning, messaging, and marketing strategies, developing value propositions and key messaging for customer touchpoints from the top of the funnel through to Sales, RMs, and Business Consulting. The candidate will launch new features and capabilities in a growing portfolio with a cross-functional team, providing an agency approach of innovation and ideation to support stakeholders and marketing activities. A deep understanding of prospective and existing Advisors is essential, employing traditional and innovative customer research methods for segmentation critical to marketing success. The role also includes working directly with Ensemble Teams and Business Consulting to provide the right materials and messaging, ensuring a holistic approach to content across various channels. The candidate will build a deep understanding of the Advisor and the market value proposition, creating scalable feedback loops for marketing activities and synthesizing insights to pivot strategies as needed. Additionally, the role involves driving quarterly planning and expected business impact, owning the end-to-end lifecycle of product marketing activities and campaigns, managing budgets, and vendor relationships.

Responsibilities

• Build product positioning, messaging, and marketing strategies.
• Develop value propositions and key messaging for customer touchpoints.
• Launch new features and capabilities with a cross-functional team.
• Provide an agency approach of innovation and ideation to support stakeholders.
• Develop a deep understanding of prospective and existing Advisors.
• Employ traditional and innovative customer research methods.
• Work directly with Ensemble Teams and Business Consulting to provide materials and messaging.
• Create a holistic approach to content across various channels.
• Build a deep understanding of the Advisor and market value proposition.
• Create scalable feedback loops for marketing activities.
• Drive quarterly planning and expected business impact.
• Own the end-to-end lifecycle of product marketing activities and campaigns.
• Manage budgets and vendor relationships.

Requirements

• Bachelor’s degree in Marketing, Business, Economics, or a related field.
• 3-10+ years of experience leading and developing strategic marketing initiatives.
• Must have financial services experience, specifically in FA product marketing.

Benefits

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)