Product Marketing Manager, Wealth.com
$100-130k
+ Equity
Best-in-class estate planning technology
Open for applications
Best-in-class estate planning technology
101-200 employees
Open for applications
$100-130k
+ Equity
101-200 employees
Company mission
To revolutionize estate planning by using AI-powered solutions to help financial advisors, benefits departments, and individuals.
Role
Who you are
- 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
What the job involves
- We are looking for an experienced Product Marketing Manager who is 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
- 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
- Design, build, and execute new go-to-market strategies cross-functionally with Product, Sales, Customer Success, and Revenue Ops
- Drive 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 Marketing 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 financial advisors and clients 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 differentiation
- Collaborate 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
Our take
50% of personal wealth in the US will change hands in the next two decades, inciting a need for estate planning solutions that are efficient, insightful and help grow the pre-existing pots. Wealth.com aids this transfer through its estate planning platform for financial institutions and their clients.
Wealth.com’s platform leverages next-gen technology infused with AI to help the financial planning of personal estates. Differentiating it from the crowded wealth planning market is the company’s balance of machine learning technology and a human touch, rendering it one of the only tech-led, end to-end platforms built specifically for financial institutions.
Balancing fintech fluency and boutique estate planning, Wealth.com has attracted the eye of investors. Its latest and substantial funding round will fuel growth and product development, positioning the company to continue its path of success.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
Company
Funding (2 rounds)
Sep 2024
$30m
SERIES A
Mar 2022
$16m
SEED
Total funding: $46m
Company benefits
- 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
Company values
- Inspired to innovate - We’re inspired to build innovative products to make a difference in people’s lives. We believe in the power of curiosity and technology to achieve our mission
- Seek progress not perfection - We don’t let perfect be the enemy of good. We zag forward when presented with obstacles and find creative solutions to problems
- Compassionate honesty - We put the skunk on the table. We are direct and honest while being caring and supportive—we push each other without stepping over one another
- Accountability matters - We think like owners and take responsibility for our actions. Mistakes are OK but we pivot and move forward
- We win together - Our success comes from celebrating each person’s individuality while learning from our diverse backgrounds and experiences
Company HQ
Camelback East Village, Phoenix, AZ
Articles
Leadership
Rafael Loureiro
(CEO)Official Member of the Forbes Finance Council. Previoulsy CTO at LexisNexis Risk Solutions and Emailage Corp, and CRM at Avanade.
Rei Carvalho
(Co-Founder & Executive Chair)Previously Managing Partner at Bela Juju Ventures and CEO at Emailage. Was also CTO at Phoenix Kiosk and Secure Medical.
Tim White
(Co-Founder & Chief Growth Officer)Previously Chief Partnership Officer at Emailage, Business Development Executive at CrossChx and GlobalMed Telemedicine, and a Sales Operations Manager at Outreach International.
Danny Lohrfink
(Co-Founder & CPO)Executive Board Member on the Fast Company Executive Board. Was Business Lead at SoFi and VP of Private Wealth Management (Americas COO Team) at Goldman Sachs.
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