Senior Product Marketing Manager

About Us is the industry's leading advanced planning platform.

Trusted by many of the largest names in global finance, combines proprietary AI with deep technical expertise to serve the needs of clients across the wealth spectrum.

The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces Advisor Tech Study.

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Our team is fundamental to our standing as the leading wealth planning platform.

We cultivate a collaborative and supportive environment, fostering innovation and making a truly enjoyable workplace. is proud to be certified as a Great Place to Work for 2025.

The Opportunity We are seeking a Senior Product Marketing Manager to join our growing Product Marketing team, reporting directly to the Director of Product Marketing.

Product Marketing at sits within Product (not Marketing), and owns go-to-market strategy, positioning and messaging, sales enablement, lifecycle marketing, and product launches across our platform.

In this role, you'll focus on our enterprise segment: the large institutions, RIAs, and wealth management firms that represent our most strategic clients.

You'll own positioning and go-to-market strategy for this segment, lead launch execution for new features and products, and act as the connective tissue between Product, Sales, and Customer Success to make sure our enterprise clients understand and adopt what we build.

This is a hands‑on role.

You'll be expected to execute (not just strategize) across email campaigns, launch assets, sales enablement content, and competitive positioning, while increasingly leveraging AI tools to move faster and do more with a lean team.

Key Responsibilities

• Own positioning, messaging, and go-to-market strategy for 's product suite, with a growing focus on our enterprise segment as you ramp into the role
• Lead end-to-end product launches from positioning and messaging to internal enablement and external communications
• Partner cross‑functionally with Product, Sales, and Customer Success to ensure new features and products land clearly with enterprise clients and drive adoption
• Build and execute lifecycle and email marketing campaigns that support activation, adoption, and retention across the client journey
• Develop and maintain sales enablement assets (competitive battlecards, talk tracks, and collateral) that help our sales and CS teams win and grow enterprise accounts
• Conduct competitive analysis and voice-of-customer research to sharpen positioning and inform roadmap and GTM decisions
• Leverage AI tools to accelerate research, content development, and campaign execution, continuously looking for ways to do more with a lean team
• Represent the voice of the enterprise customer internally, ensuring their needs and feedback shape both product and go-to-market strategy

Qualifications

• 3–6 years of experience in product marketing, ideally within B2B Saa S
• Experience developing differentiated positioning and messaging frameworks, and translating complex product functionality into clear, compelling narratives for different audiences
• Hands‑on email marketing execution experience, building, testing, and optimizing campaigns in platforms like , Hub Spot, or similar
• Data‑driven approach to the role: comfortable defining and tracking launch effectiveness, feature adoption, and other GTM metrics, and using that data to inform decisions
• Demonstrated comfort using AI tools to work faster and more effectively, for research, content creation, competitive analysis, or campaign execution
• Experience building sales enablement content (battlecards, talk tracks, one‑pagers) that sales teams actually use
• Comfortable owning work end‑to‑end, from strategy through hands‑on execution, managing multiple concurrent launches and competing deadlines in a lean, fast‑moving team
• Preferred Qualifications
• B2B Saa S product marketing experience
• Experience conducting customer or market research, including win/loss analysis, customer interviews, or voice‑of‑customer synthesis, to inform positioning and roadmap decisions
• Experience marketing in a regulated industry, with comfort navigating compliance and legal review processes
• Customer marketing experience, building case studies, testimonials, or customer stories to support sales
• Experience with platforms such as , Userpilot, and data/analytics platforms (e. g., Omni)
• Graphic design skills or experience (Figma, Canva, or similar)
• Experience in financial services, wealth management, or estate planning is a significant plus

Benefits & Perks

• Competitive salary.
• Hybrid work arrangement in New York City, San Francisco, or Phoenix (3x a week)
• Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
• 100% company-paid basic life insurance, short-term and long-term disability insurance.
• 100% paid parental leave upon eligibility.
• Company equity managed through Carta.
• 401k with match and 100% vesting upon hire.
• Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
• Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.

• Free estate planning for life!

Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. xayajpt Should you have a disability or special need that requires accommodation, please let us know.