Product Lifecycle Marketing Manager

5+ years of experience working as Product Marketing Manager; at a B2B financial services, fintech, or SaaS organization
Proven experience launching new software products with fully integrated plans and execution
Exceptional messaging, positioning, and storytelling skills, with a knack for making complex concepts resonate with customers
Strong quantitative and analytical skills with a passion for measurement and metrics
Ideally looking for a B.A. / B.S. degree in relevant fields such as Marketing, Business Administration, Communications, Advertising, etc.
You’re technologically savvy and can easily get up to speed on modern marketing tech stacks (i.e. Hubspot, Salesforce, Amplitude, Navattic, WordPress, Figma)
The pride you put into every aspect of your work is unparalleled and undeniable
Intentional dialogue is a superpower. You articulate ideas clearly, listen actively, and collaborate effectively
We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way
Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives
Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks.

Develop and execute segmented lead nurturing strategies to convert prospects into loyal customers
Design and continuously optimize lifecycle marketing programs—leveraging email, in-product messaging, and collaboration with product and sales—to drive deeper product adoption for features like cash management, tax loss harvesting, and trading
Partner with Product, Sales, and Customer Success teams to gather insights, identify opportunities, and close knowledge gaps through research, surveys, and customer interviews
Track and analyze product satisfaction, NPS, win rates, and adoption metrics to continuously refine marketing strategies
Measure and report on the business impact of these campaigns
Translate product documentation from Product Management and Product Design into positioning and messaging that resonates with advisors and articulates the unique value of offer
Lead integrated motions to drive product launched at speed with a repeatable and consistent process, holding yourself and others accountable
Develop customer-centric content and campaigns that guide advisors through the funnel and maximize engagement.