Director of Product Marketing, Wealth.com
$160-195k
+ Equity
More information about location
Best-in-class estate planning technology
Be an early applicant
Best-in-class estate planning technology
101-200 employees
Be an early applicant
$160-195k
+ Equity
More information about location
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
- Strong visual sensibility and video storytelling experience are major advantages
- 10+ years in Product Marketing, Lifecycle Marketing, or Product-Led Growth
- Experience in SaaS, fintech, or complex digital platforms
- Strong writing and narrative development skills
- Demonstrated ability to lead teams and operate cross-functionally
- Experience working deeply with Product, UX, and Design
- Strong visual and video storytelling sensibility
- Deep understanding of in-app growth, onboarding, and expansion mechanics
What the job involves
- Reports to: Vice President of Product Design and User Experience
- Partners with: Product Management, UX Research, Engineering, Sales, Customer Success, Revenue Operations
- The Director of Product & Lifecycle Marketing owns how customers discover, understand, adopt, expand, and advocate for the platform
- Reporting into the Product Design and UX organization, this role ensures that customer understanding, storytelling, and adoption are embedded directly into how the product is designed, built, and launched
- This leader operates at the intersection of product, design, growth, and revenue and is responsible for transforming platform capabilities into clear, compelling, visually rich customer experiences across every channel and lifecycle stage
- This is not a traditional campaign-based marketing role. It is a product-embedded, design-led growth leadership role that combines strategy, execution, and team leadership
- Define and operate the system that drives:
- Feature awareness and adoption
- Onboarding and activation
- Engagement and retention
- Expansion and upsell
- You will map the full customer journey and design cross-channel and in-product programs that continuously move users toward deeper value and revenue
- You will be tightly embedded with Product Design, UX Research, and Product Management
- Participate in customer discovery, usability testing, and journey mapping
- Translate customer insights into positioning, messaging, onboarding flows, and in-app guidance
- Ensure features are not just released, but understood, valued, and adopted
- This role ensures the product tells its story clearly and beautifully
- This role sets the quality bar for how the product is presented visually and narratively
- Direct and influence the creation of:
- Product videos
- Webinars
- Demo walkthroughs
- Feature explainers
- In-app tours and visual guides
- Work closely with designers and content creators to ensure everything meets a premium, design-led standard
- You own the engine that converts product releases into customer and revenue growth
- Launch positioning and narrative
- Release planning and sequencing
- Adoption and activation programs
- Expansion and upsell campaigns
- Sales enablement and customer education
- You coordinate what ships, how it is explained, and how it drives usage and revenue
- You are accountable for both strategy and production across:
- Customer Education & Adoption
- Webinars and product walkthroughs
- In-app guided tours
- Help center articles and videos
- Knowledge base strategy, creation, and maintenance
- New feature announcements
- Revenue Enablement
- Sales one-pagers
- Sales decks
- Product demo and explainer videos
- Competitive positioning and use-case narratives
- In-Product Growth
- Contextual upsell and cross-sell experiences
- Feature discovery and nudges
- Usage-based prompts and upgrade paths
- Lifecycle Communications
- Transactional and behavioral emails
- Onboarding and activation sequences
- Retention and re-engagement campaigns
- You serve as the coordination hub across:
- Product Management
- Product Design
- UX Research
- Sales
- Customer Success
- You ensure:
- Releases are aligned
- Messaging is consistent
- Sales is enabled
- Customers understand and adopt new capabilities
- This role turns internal product development into external customer momentum
- You are the standard-bearer for product storytelling
- You will personally write and review:
- Feature announcements
- In-app copy
- Sales narratives
- Knowledge base content
- Video scripts
- Product positioning
- Clarity, tone, and narrative quality are core to the role
- You will build and lead a high-performance product marketing team
- Hire and develop product marketers, content strategists, and growth specialists
- Set execution standards and quality bars
- Create a culture of customer-driven, product-led storytelling
- This is a player-coach role — strategic leadership combined with hands-on ownership
- This role ensures the platform is not just built — it is:
- Understood
- Adopted
- Valued
- Expanded
- It is the difference between shipping features and building a design-led, growth-driven product platform
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
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 HQ
Camelback East Village, Phoenix, AZ
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.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job
View 4 more jobs at Wealth.com