Financial Services, Product Marketing
Carter Murray, New York, NY, United States
Product Marketing Manager — Private Markets & Innovative Investment Solutions
Location:
New York, NY or Greenwich, CT (4 days onsite) Salary:
$140k–$160k base + bonus & equity Our client, a fast‑growing investment firm delivering modern, non‑traditional investment solutions to the wealth management channel, is seeking an experienced
Product Marketing Manager
to support the independent advisor segment and help expand their evergreen investment platform. In this role, you’ll partner with Portfolio Managers, Product, Sales, and Marketing leadership to shape product narratives, build go‑to‑market strategies, and drive engagement across a range of private market and specialized investment offerings. You’ll play a major role in elevating product visibility and strengthening advisor education through clear, compelling marketing initiatives. What You’ll Do Develop and launch go‑to‑market strategies for new and existing private market funds and investment programs Craft strong messaging and value propositions for financial advisors and wealth management professionals Produce high‑quality content including presentations, fact sheets, thought leadership, guides, email campaigns, and digital assets Translate complex investment strategies into simple, advisor‑friendly materials Lead multi‑channel campaigns across email, webinars, digital, social, and events Collaborate closely with Portfolio Managers and Product teams on key initiatives and future product development Support marketing efforts for publicly registered funds, evergreen structures, co‑investment offerings, and strategic partnerships Stay current on trends in private markets and incorporate relevant themes into content Work with Brand and Demand‑Gen teams to ensure private market narratives align across all marketing touchpoints What We’re Looking For 7–10+ years of product marketing or investment marketing experience Bachelor’s degree in marketing, Finance, Business, or related field Experience with private market strategies, institutional‑style offerings, or 1940‑Act products (strong plus) Strong understanding of the wealth management and independent advisor landscape Exceptional communication skills and the ability to simplify technical concepts Proven cross‑functional collaborator with strong internal partnership skills Detail‑oriented and able to manage multiple deliverables simultaneously Familiarity with SEC and FINRA marketing requirements
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New York, NY or Greenwich, CT (4 days onsite) Salary:
$140k–$160k base + bonus & equity Our client, a fast‑growing investment firm delivering modern, non‑traditional investment solutions to the wealth management channel, is seeking an experienced
Product Marketing Manager
to support the independent advisor segment and help expand their evergreen investment platform. In this role, you’ll partner with Portfolio Managers, Product, Sales, and Marketing leadership to shape product narratives, build go‑to‑market strategies, and drive engagement across a range of private market and specialized investment offerings. You’ll play a major role in elevating product visibility and strengthening advisor education through clear, compelling marketing initiatives. What You’ll Do Develop and launch go‑to‑market strategies for new and existing private market funds and investment programs Craft strong messaging and value propositions for financial advisors and wealth management professionals Produce high‑quality content including presentations, fact sheets, thought leadership, guides, email campaigns, and digital assets Translate complex investment strategies into simple, advisor‑friendly materials Lead multi‑channel campaigns across email, webinars, digital, social, and events Collaborate closely with Portfolio Managers and Product teams on key initiatives and future product development Support marketing efforts for publicly registered funds, evergreen structures, co‑investment offerings, and strategic partnerships Stay current on trends in private markets and incorporate relevant themes into content Work with Brand and Demand‑Gen teams to ensure private market narratives align across all marketing touchpoints What We’re Looking For 7–10+ years of product marketing or investment marketing experience Bachelor’s degree in marketing, Finance, Business, or related field Experience with private market strategies, institutional‑style offerings, or 1940‑Act products (strong plus) Strong understanding of the wealth management and independent advisor landscape Exceptional communication skills and the ability to simplify technical concepts Proven cross‑functional collaborator with strong internal partnership skills Detail‑oriented and able to manage multiple deliverables simultaneously Familiarity with SEC and FINRA marketing requirements
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