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$130k–$170k/yr
Full-time
Competitive salary, Medical insurance, Dental insurance, Vision insurance, Basic life insurance, Short-term disability insurance
Posted 25d ago
~40 hrs/week
Responsibilities
Own the positioning, messaging, and go-to-market strategy for the enterprise segment of the product suite. Lead end-to-end product launches and develop sales enablement assets while leveraging AI tools to optimize execution.
Requirements
Requires 3–6 years of B2B SaaS product marketing experience with a proven track record in email marketing and sales enablement. Candidates must be comfortable with hands-on execution and data-driven decision-making in a fast-paced environment.
Full job description
About Us
Wealth.com is the industry's leading advanced planning platform. Trusted by many of the largest names in global finance, Wealth.com combines proprietary AI with deep technical expertise to serve the needs of clients across the wealth spectrum. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.
Our team is fundamental to our standing as the leading wealth planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025.
The Opportunity
We are seeking a Senior Product Marketing Manager to join our growing Product Marketing team, reporting directly to the Director of Product Marketing. Product Marketing at Wealth.com sits within Product (not Marketing), and owns go-to-market strategy, positioning and messaging, sales enablement, lifecycle marketing, and product launches across our platform.
In this role, you'll focus on our enterprise segment: the large institutions, RIAs, and wealth management firms that represent our most strategic clients. You'll own positioning and go-to-market strategy for this segment, lead launch execution for new features and products, and act as the connective tissue between Product, Sales, and Customer Success to make sure our enterprise clients understand and adopt what we build.
This is a hands-on role. You'll be expected to execute (not just strategize) across email campaigns, launch assets, sales enablement content, and competitive positioning, while increasingly leveraging AI tools to move faster and do more with a lean team.
Key Responsibilities
Own positioning, messaging, and go-to-market strategy for Wealth.com's product suite, with a growing focus on our enterprise segment as you ramp into the role
Lead end-to-end product launches from positioning and messaging to internal enablement and external communications
Partner cross-functionally with Product, Sales, and Customer Success to ensure new features and products land clearly with enterprise clients and drive adoption
Build and execute lifecycle and email marketing campaigns that support activation, adoption, and retention across the client journey
Develop and maintain sales enablement assets (competitive battlecards, talk tracks, and collateral) that help our sales and CS teams win and grow enterprise accounts
Conduct competitive analysis and voice-of-customer research to sharpen positioning and inform roadmap and GTM decisions
Leverage AI tools to accelerate research, content development, and campaign execution, continuously looking for ways to do more with a lean team
Represent the voice of the enterprise customer internally, ensuring their needs and feedback shape both product and go-to-market strategy
Qualifications
5+ years of experience in product marketing, ideally within B2B SaaS
Experience developing differentiated positioning and messaging frameworks, and translating complex product functionality into clear, compelling narratives for different audiences
Hands-on email marketing execution experience, building, testing, and optimizing campaigns in platforms like Customer.io, HubSpot, or similar
Data-driven approach to the role: comfortable defining and tracking launch effectiveness, feature adoption, and other GTM metrics, and using that data to inform decisions
Demonstrated comfort using AI tools to work faster and more effectively, for research, content creation, competitive analysis, or campaign execution
Experience building sales enablement content (battlecards, talk tracks, one-pagers) that sales teams actually use
Comfortable owning work end-to-end, from strategy through hands-on execution, managing multiple concurrent launches and competing deadlines in a lean, fast-moving team
Preferred Qualifications
B2B SaaS product marketing experience
Experience conducting customer or market research, including win/loss analysis, customer interviews, or voice-of-customer synthesis, to inform positioning and roadmap decisions
Experience marketing in a regulated industry, with comfort navigating compliance and legal review processes
Customer marketing experience, building case studies, testimonials, or customer stories to support sales
Experience with platforms such as Customer.io, Userpilot, and data/analytics platforms (e.g., Omni)
Graphic design skills or experience (Figma, Canva, or similar)
Experience in financial services, wealth management, or estate planning is a significant plus
Benefits & Perks
Competitive salary.
Hybrid work arrangement in New York City, San Francisco, or Phoenix (3x a week)
Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
100% company-paid basic life insurance, short-term and long-term disability insurance.
100% paid parental leave upon eligibility.
Company equity managed through Carta.
401k with match and 100% vesting upon hire.
Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
Free estate planning for life!
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
The #1 Estate & Tax Planning Platform in Wealth Management
Industry
Financial Services
Company size
51-200 employees
Founded
2021
Headquarters
Tempe, Arizona
LinkedIn followers
12,978
Total funding
$111M
Wealth.com is the industry’s leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact.
Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to support the full spectrum of client needs—from foundational estate plans to advanced estate and tax analysis and reporting. With the introduction of Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform. Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study.
Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies.
The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.
Offices: 51 W 3rd St, #110, Tempe, Arizona 85281, US
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