Senior Product Marketing Manager – UHNW, Complex

This is a fully remote position, open to applicants in United States.

📋 Description

• Take charge of the positioning and messaging for intricate charitable planning and complex asset strategies.

• Create scalable playbooks, case studies, and frameworks that facilitate advanced conversations with advisors.

• Assist in strategic initiatives concerning founders, liquidity events, concentrated positions, alternatives, and private business interests.

• Aid advisors and enterprise partners in identifying, positioning, and advancing complex philanthropic opportunities.

• Produce high-impact materials for advisors that distill advanced planning concepts into actionable insights.

• Impact the integration of UHNW and family office opportunities into advisor workflows and client strategies.

• Collaborate with business development and enterprise teams to influence and expedite high-value opportunities.

• Shape and contribute to thought leadership in the fields of advanced philanthropy and UHNW strategy.

• Proactively recognize market trends and convert them into actionable growth initiatives.

• Work alongside Product Marketing, Enterprise teams, Charitable Strategists, Product, and business leaders.

• Act as a bridge across teams to harmonize messaging, strategy, and execution.

• Influence product and go-to-market strategy through a deep understanding of advisor and partner requirements.

• Synthesize market, advisor, and partner insights to guide strategy and positioning.

• Identify patterns, gaps, and friction points in advisor engagement and opportunity development.

• Convert insights into refined messaging, playbooks, and activation strategies.

• Establish feedback loops to continually enhance advisor experience and growth outcomes.

• Leverage AI to improve the speed, scale, and effectiveness of marketing and enablement initiatives.

• Utilize AI-driven insights to discern UHNW advisor behaviors, opportunity signals, and engagement patterns.

• Design scalable personalization strategies for advisor and enterprise communications utilizing AI tools.

⛳️ Requirements

• A Bachelor’s degree in Marketing, Business, Finance, or a related field (MBA preferred).

• 5–8+ years of experience in product marketing, wealth management, financial services, or philanthropic strategy.

• Strong grasp of UHNW client dynamics, complex assets, and advanced charitable planning strategies.

• Proven capability to translate complex financial and philanthropic concepts into compelling narratives and scalable programs.

• Demonstrated experience in influencing cross-functional stakeholders and driving strategic initiatives.

• Strong analytical, strategic thinking, and communication abilities.

• Preferred experience working with enterprise partners or large institutional clients.

• Familiarity with AI tools and data-driven marketing strategies is preferred.

• Strongly preferred experience in fintech, wealth management, philanthropy, or donor-advised fund ecosystems.

🏝️ Benefits

• N/A