Own positioning and channel messaging for Advisors, Recordkeepers, and Asset Managers.
Define ICPs and segmentation including Emerging / Established / Institutional tiers and buyer personas.
Maintain a competitive intelligence program: battlecards, cadence, tools, and ongoing market monitoring.
Build GTM playbooks per Recordkeeper partner and Asset Manager tier, tailored to personas, products, internal concerns, and plan types.
Lead launch messaging and GTM coordination for product launches across both brands.
Produce sales enablement materials: pitch decks, talk tracks, one-pagers, and enablement kits.

Bachelor's degree required; advanced degree a plus.
10+ years of B2B product marketing in financial services, asset management, or retirement.
Experience building a structured competitive intelligence program.
Experience developing differentiated positioning for multiple buyer types (institutional, channel, independent advisor).
Strong sales partnership skills; comfortable with CRO and sales leadership on enablement.
Experience with sales enablement, proposal development, or strategic content supporting the sales cycle.
Base Pay Range: $175,000-$205,000
Comprehensive benefits: medical, dental, and vision insurance; employer-paid life and disability; 401(k) with employer contribution; annual well-being stipend.

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Own positioning and channel messaging for Advisors, Recordkeepers, and Asset Managers.
Define ICPs and segmentation including Emerging / Established / Institutional tiers and buyer personas.
Maintain a competitive intelligence program: battlecards, cadence, tools, and ongoing market monitoring.
Build GTM playbooks per Recordkeeper partner and Asset Manager tier, tailored to personas, products, internal concerns, and plan types.
Lead launch messaging and GTM coordination for product launches across both brands.
Produce sales enablement materials: pitch decks, talk tracks, one-pagers, and enablement kits.

Bachelor's degree required; advanced degree a plus.
10+ years of B2B product marketing in financial services, asset management, or retirement.
Experience building a structured competitive intelligence program.
Experience developing differentiated positioning for multiple buyer types (institutional, channel, independent advisor).
Strong sales partnership skills; comfortable with CRO and sales leadership on enablement.
Experience with sales enablement, proposal development, or strategic content supporting the sales cycle.
Base Pay Range: $175,000-$205,000
Comprehensive benefits: medical, dental, and vision insurance; employer-paid life and disability; 401(k) with employer contribution; annual well-being stipend.

Track similar jobs

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Based on: Head of Product Marketing

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