Product Marketing Manager

The Role 

Wealth Access is seeking an enthusiastic and proactive Product Marketing Manager to help drive the go-to-market success of our offering and lead our biggest project of the year, launching our new platform UI. In this role, you’ll work closely with product, engineering, client success, sales, and marketing teams to ensure our products are positioned effectively in the market, resonate with target audiences, and contribute to achieving business objectives. 

This role is perfect for someone with 3-5 years of experience who enjoys working on a tactical level, executing strategies, and collaborating cross-functionally to support product launches, customer education, and ongoing market analysis. You’ll help develop product positioning, create sales materials, and support product adoption efforts as Wealth Access continues to grow in a new and dynamic market. 

Key Responsibilities 

In this tactical role, you’ll bridge the gap and lead cross-functional efforts to ensure the market knows us, understands our product, and clearly sees the problems we’re solving. As we build a new market category and disrupt the way financial institutions (FIs) think about the role of wealth, you will lead market awareness while owning the adoption of the product, ensuring our message resonates with customers and that our solutions drive lasting engagement. 

In this role, you’ll get firsthand experience with: 

Market Research and Analysis: 

• Conduct research to understand target audience needs, industry trends, and competitor positioning. 
• Analyze customer feedback and market conditions to inform product strategies. 

Product Positioning and Messaging: 

• Develop and refine product positioning and messaging to effectively communicate the product's value. 
• Craft clear and compelling messaging tailored to various personas and market segments. 

Go-to-Market Strategy: 

• Assist in creating and executing go-to-market plans for product launches. 
• Develop marketing campaigns, messaging frameworks, and collateral to support product launches. 

Sales Enablement: 

• Create sales collateral, presentations, and competitive intelligence to support the sales team. 
• Maintain and update a knowledge base to equip the sales team with necessary resources for customer interactions. 

Customer Education and Onboarding: 

• Develop and deliver educational content and resources to help customers understand product value. 
• Organize training sessions and support materials to ensure successful onboarding and product adoption. 

Product Feedback and Iteration: 

• Collect and analyze customer feedback to inform product improvements and messaging. 
• Work closely with product teams to ensure product updates align with customer needs. 

Measuring and Tracking Results: 

• Track and analyze the performance of marketing initiatives and campaigns. 
• Use data and insights to optimize strategies and improve product marketing efforts. 

Cross-Functional Collaboration: 

• Collaborate with product, marketing, and sales teams to align on messaging, positioning, and product initiatives. 
• Ensure smooth communication across departments and help maintain alignment on key objectives. 

Who You Are 

• A self-starter, ready to define and shape a new role with a clear impact. 
• Eager to learn about fintech and stay informed about the latest industry trends. 
• Have a passion for building technology that solves real problems. 
• Believe in empathy and are dedicated to being the voice of the user in all decision-making. 

​​​​​​​Qualifications 

• Bachelor’s degree in Marketing, Communications, Business, or related field. 
• 3-5 years of product marketing or related experience, ideally in B2B SaaS or tech industries. 
• Strong communication skills with the ability to create clear, concise, and compelling messaging. 
• Experience creating sales enablement materials, including presentations, case studies, and competitive analysis. 
• Ability to conduct research and analyze market trends, customer needs, and competitor offerings. 
• Detail-oriented with strong project management skills and the ability to manage multiple priorities in a fast-paced environment. 
• A proactive, collaborative mindset with the ability to work across teams to achieve shared goals.

Why Join Wealth Access 

• Be a key part of a collaborative, mission-driven marketing team 
• Gain experience across campaign execution, events, content, and marketing tech 
• Learn how marketing drives measurable impact at a fast-growing fintech company 
• Competitive salary, benefits, and opportunities to grow your career 

About Wealth Access

Wealth Access is a fast-growing enterprise customer data insights platform. We work with financial services’ existing books and records to unify and enrich data so we can generate deep insights and power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue.

As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.