Senior Product Marketing Manager

Responsibilities

• Own positioning and messaging for sophisticated charitable planning and complex asset strategies
• Develop scalable playbooks, case studies, and frameworks for advanced advisor conversations
• Support strategic initiatives related to founders, liquidity events, concentrated positions, alternatives, and private business interests
• Help advisors and enterprise partners identify, position, and advance complex philanthropic opportunities
• Develop high-impact, advisor-facing materials that simplify advanced planning concepts into actionable insights
• Partner with business development and enterprise teams to influence and accelerate high-value opportunities
• Shape and contribute to thought leadership in advanced philanthropy and UHNW strategy
• Collaborate with Product Marketing, Enterprise teams, Charitable Strategists, Product, and business leaders
• Leverage AI to enhance speed, scale, and effectiveness of marketing and enablement initiatives
• Utilize AI-driven insights to identify UHNW advisor behaviors and engagement patterns

Requirements

• Bachelor’s degree in Marketing, Business, Finance, or related field
• 5–8+ years of experience in product marketing, wealth management, financial services, or philanthropic strategy
• Strong understanding of UHNW client dynamics, complex assets, and advanced charitable planning strategies
• Proven ability to translate complex financial and philanthropic concepts into compelling narratives
• Demonstrated experience influencing cross-functional stakeholders
• Strong analytical, strategic thinking, and communication skills

Preferred Qualifications

• MBA degree
• Experience working with enterprise partners or large institutional clients
• Familiarity with AI tools and data-driven marketing approaches
• Experience in fintech, wealth management, philanthropy, or donor-advised fund ecosystems