Product Marketing Specialist, Wealth Management

YCharts is a SaaS company that helps wealth managers make smarter investment decisions and communicate with confidence through investment research, proposal generation, and client communication tools. The Product Marketing Specialist, Wealth Management will drive go-to-market planning and execution, partner with Product Managers throughout the product lifecycle, and translate investment data and product capabilities into clear customer value. The role will also develop marketing materials, gather customer and competitive insights, and manage multiple product launches.

Responsibilities:

• Drive go- to -market planning and execution for assigned products and capabilities, including positioning, messaging, launch planning, enablement, and post- launch optimization
• Partner with Product Managers throughout the development lifecycle to understand customer problems, use cases, target audiences, differentiation, and business value
• Translate sophisticated investment data and product capabilities into clear, compelling value for financial advisors, RIAs, wealth managers, and asset managers
• Develop messaging frameworks, product collateral, presentations, competitive resources, FAQs, and customer facing launch communications
• Maintain a strong understanding of the wealth management technology landscape, including competitors, market trends, advisor workflows, and evolving customer needs
• Gather customer feedback, use cases, and competitive intelligence and translate those insights into recommendations for Product and go to market teams
• Manage multiple launches and priorities while creating clarity around timelines, dependencies, deliverables and measures of success

Requirements:

• 3-5+ years of product marketing or closely related go- to- market experience, including direct experience within wealth management technology, investment technology, financial data and analytics, advisor technology or a closely comparable platform
• Direct familiarity with financial advisors, RIAs, wealth managers, asset managers, or investment professionals and the workflows and technology that supports them
• Working knowledge of investment concepts and vehicles including equities, ETFs, mutual funds, portfolios, benchmarks, and market and investment data
• Demonstrated experience supporting or driving product launches from positioning and planning through enablement, execution, and post- launch assessment
• Strong writing and storytelling skills with the ability to translate sophisticated financial or technical concepts into clear customer value
• Ability to manage multiple priorities, develop a point of view, strong competitive and market research skills with ability to turn insights into recommendations