Job description

Founded in 2021, wealth.com is the industry’s leading estate planning platform, empowering 400+ wealth management firms, including independent RIAs, aggregators, broker-dealers, custodians, and wirehouses to offer modern, comprehensive and sophisticated estate planning solutions to their clients. As the only tech-led, end-to-end estate planning platform built specifically for financial advisors, it facilitates high quality document creation, visualization for complex estates, AI extraction capabilities and elegant reports. Built and maintained by leading estate attorneys, wealth.com has built a comprehensive ecosystem to elevate the estate planning process across all 51 jurisdictions. It’s on a mission to disrupt, innovate and revolutionize estate planning by offering an intuitive and comprehensive platform for advisors, demystifying an often complex and daunting process.

We are looking for an experienced Product Marketing Manager who is can become an expert on our company's products and features to properly market them and to inform customers of their value and benefits. This role will conduct thorough research on competitors and will perform market research to understand what consumers look for in their ideal products. Product Marketing Managers may also collaborate with the sales teams to educate them on the products’ features and to monitor the sales and revenue these products bring in.

Responsibilities:

Design, build, and execute new go-to-market strategies cross-functionally with Product, Sales, Customer Success, and Revenue OpsDrive launch strategies and the marketing efforts to support GTM delivery and engagement

Be a strategic partner to the sales organization, helping to define and communicate our value proposition and competitive positioning to target customer segments

Develop and oversee messaging, working closely with the Product and Customer Success teams, to support product launches and initiatives (e.g., blog posts, emails, FAQs, in-product copy)

Ensure internal cross-departmental groups are aligned with your launch strategies

Track efforts of launches and strategize how to achieve key metrics in an ever agile environment

Develop GTM collateral, sales material, and competitive intelligence information to enable sales and businesses development

Collaborate with PR, corporate marketing, and event team on product launches to drive awareness and demand

Understand market trends and competitors that enable you to develop differentiated marketing strategies and inform product decisions to increase our market presence and penetration

Act as the voice of the customer, deeply knowing marketer and agency planners needs/requirements in order to prioritize recommendations to product and engineering teams

Become a market expert on Wealth.com’s current and future customers

Communicate the value of new products and features to the sales team and develop sales communications tools (e.g., webpages, slide decks, one-pagers, etc.) that educate product experts on customer personas and the buyer's journey to best position Wealth.com against our competitors

Extract meaningful and actionable insights based on customer interviews, feedback, and data to understand customer needs, experiences, and expectations

Conduct ongoing analysis of competitors messaging and marketing to stay ahead of the curve and ensure clear differentiationCollaborate with customer success and sales to capture customer stories and references for internal training and external use

Lead Product Marketing by creating content and compelling messages across various marketing channels

Qualifications:

7+ years of Marketing experience, with 3-5 years in B2B SaaS product marketing

Proven experience in managing SaaS product launches, and relevant activities and content for blogs, press and analyst relations

Proficient with SaaS analytics, and the ability to define, collect, and analyze metrics that guide business decisions

You have a true curiosity around customer personas, challenges, and behaviors

You can identify innovative ways to deliver content, rally people behind your vision, and motivate cross-departmental collaboration in an effort to successfully launch a campaign

Experience in multiple market segments and go to market motions, with a solid understanding of how each works together

A Bachelor's Degree in Marketing

Why you'll love working for wealth.com

Competitive Salary.

Fully remote, flexible work environment. We do however meet together in person several times a year.

Full medical and dental benefits.

Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged.

Paid Parental Leave.

Company equity managed through Carta.

401k with Match and 100% vesting upon hire.

Free estate planning!

Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.

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