Product Marketing Manager, OpenInvest

$114-175k

Salary applicable for San Francisco, CA based candidates only

Senior and Expert level

New York

San Francisco Bay Area

More information about location

ESG-focused online investment advisor

Job no longer available

ESG-focused online investment advisor

21-100 employees

FintechB2CRetailB2BEnterpriseSustainabilityInvestingData Analysis

Job no longer available

$114-175k

Salary applicable for San Francisco, CA based candidates only

Senior and Expert level

New York

San Francisco Bay Area

More information about location

21-100 employees

FintechB2CRetailB2BEnterpriseSustainabilityInvestingData Analysis

Company mission

OpenInvest, a J.P. Morgan company, is on a mission to deliver technology that mainstreams values-based investing.

Job

Company

Role

Who you are

Minimum 7+ years of product marketing experience
Experience leading product marketing strategies within technology or financial sectors
Results-driven marketer with a proven track record of successful product launches and product adoption
Extensive experience working cross-functionally with UX, product, and marketing partners
Skilled communicator in both written and verbal communication
Excellent at conveying complex vision-level ideas as well as tactical
Client/customer champion with a solutions-oriented mindset
Comfortable with vision-level ideas as well as action-oriented tactical execution
Strong attention to detail
Team player with a positive, can-do attitude

What the job involves

Lead product marketing for new and existing OpenInvest products
Define buyer personas, positioning, value proposition, and messaging across the OpenInvest product suite
Be the go-to person for teams who need expertise in messaging and positioning for product launches, product-related content, sales collateral, and training
Partner closely with our UX and product teams to understand client needs and the competitive landscape
Collaborate closely on the execution of go-to-market plans with product, design, marketing, and sales enablement teams
Partner with key marketing stakeholders on in-product communications, product-aligned content, and launches
Act as the voice of marketing and clients in key cross-functional meetings
Follow the data–apply a data-driven approach from product ideation to launch
Analyze marketing trends, insights, and client feedback to inform go-to-market strategy

Our take

ESG targets are both of increasing moral concern to financial players, and according to some commentators, an indicator of above-average returns. That means that investors of all stripes are increasingly focused on understanding the impact of their ESG portfolios and using that information to make investment decisions that better align with their goals.

OpenInvest is an ESG-focused investing platform that uniquely dives deep into the data of its offered investments such that users can track the impact of their assets even down to the number of trees planted.

After a recent acquisition by JPMorgan, the platform is being integrated into JPMorgan’s Private Bank and Wealth management offerings. Despite the challenge of remaining inventive and cutting edge after its integration with the banking behemoth, OpenInvest has forged new and innovative partnerships in 2023 that include investment opportunities for young Australians, five new portfolios for investment through SparkInvest and digital investment services through Sydney-based Desk. All of this indicates not only a partnership push in the APAC but that OpenInvestment is maintaining its drive and creativity post-IPO.

Steph

Company Specialist at Welcome to the Jungle

Insights

Top investors

10% employee growth in 12 months

Glassdoor (3.66)

Company

Funding (last 2 of 4 rounds)

Apr 2020

$10.5m

SERIES A

Jul 2018

$10.4m

SERIES A

Total funding: $24.4m

Company HQ

Financial District, San Francisco, CA

Leadership

Conor Murray

(CEO)

Investment banking at Morgan Stanley. Also lead team of engineers at Bridgewater Associates, the world’s largest hedge fund. Conor graduated from MIT with a degree in Mathematics and Computer Science.

Josh Levin

(CSO)

Josh brings over a decade of experience in sustainable finance to OpenInvest, including 6 years at the World Wildlife Fund (WWF) where they managed the Sustainable Finance Program and authored several reports. Josh holds a BA from Harvard and an MBA from NYU Stern, where they were a Reynolds Fellow in Social Entrepreneurship.

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