Senior Product Marketing Manager

Job Summary

To support advanced philanthropic planning, the remote Senior Product Marketing Manager will lead strategic positioning, advisor enablement, and growth initiatives related to UHNW and complex asset strategies, while collaborating with cross-functional teams to develop impactful materials and insights.

Key responsibilities

• Own positioning and messaging for sophisticated charitable planning and complex asset strategies
• Develop high-impact materials that simplify advanced planning concepts into actionable insights for advisors
• Partner with business development teams to influence and accelerate high-value opportunities in the UHNW space

Required qualifications

• Bachelor's degree in Marketing, Business, Finance, or related field (MBA preferred)
• 5-8+ years of experience in product marketing, wealth management, financial services, or philanthropic strategy
• Strong understanding of UHNW client dynamics and advanced charitable planning strategies
• Proven ability to translate complex financial concepts into compelling narratives and scalable programs
• Familiarity with AI tools and data-driven marketing approaches preferred