Product Marketing Manager (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: On-site in New York City; remote candidates may be considered within the United States. Remote team members, including the role's direct manager, spend about one week per month on-site.
Salary: $150K–$200K plus equity.
Company
is a Series A AI-powered wealth management firm rebuilding financial advice through a technology platform that supports advisors and maintains a living understanding of each client. The company has raised $64M, is backed by General Catalyst, Index Ventures, and Venrock, and is based in New York City.
What you will do
- Develop and maintain segmentation and persona models based on life stage, financial situation, and major financial events.
- Build segment-specific positioning and messaging grounded in customer pain points, buying cycles, and competitive context.
- Create and improve advisor enablement materials, including pitch narratives, proposals, one-pagers, objection handling, and competitive guides.
- Conduct customer research through advisor and client conversations, interviews, message testing, and win-loss analysis, and bring insights into marketing and product decisions.
- Build client story, testimonial, review, referral, appreciation, and event programs in partnership with advisors and compliance.
- Partner with product, engineering, design, and compliance on lifecycle messaging, experiments, client-facing launches, and consistent communication across web, paid media, email, direct mail, and advisor materials.
Requirements
- 5–8 years of experience, including 3+ years in product marketing.
- Product marketing experience with consumer audiences.
- Ownership of positioning and messaging for a product or segment beyond launch coordination.
- Hands-on customer research experience, including interviews, message testing, and win-loss analysis.
- Experience building enablement for sales teams, advisors, or other customer-facing roles.
- Clear writing that makes complex financial ideas simple without talking down to the audience.
- Strong research instincts and comfort working with data.
- Credibility to work with experienced advisors and earn their trust.
- Working knowledge of lifecycle and nurture marketing.
Nice to have
- Experience with high-consideration purchases.
- Experience in wealth management, financial services, or fintech.
- Brand experience or experience shaping a company’s brand identity.
- Customer marketing experience with testimonials, reviews, case studies, or referral programs.
Culture & Benefits
- Small, engineering-heavy Series A team with about 80% of the team in technical roles.
- Most of the team works fully in-office; remote team members spend approximately one week per month on-site.
- Work involves ownership, ambiguity, building from an early stage, and making decisions based on evidence.
- AI tools are used daily, with close collaboration between marketing and engineering.
- Culture values high standards, kindness, direct feedback, low ego, and comfort working in a highly regulated industry involving clients’ savings and retirement assets.
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