Product Marketing Manager

Location:

Remote (U.S.) |

Department:

Marketing |

Reports to:

VP of Marketing
About Wealthbox
Wealthbox is the #1 rated CRM software for financial advisors and the fastest-growing platform in the market. We serve thousands of financial advisors with modern, AI-powered software that makes it easy to manage client relationships, streamline workflows, and collaborate with a team in a product people actually love to use.

The Role
We’re looking for a Product Marketing Manager to own how Wealthbox shows up in the market: how we position the product, how we talk about it, and how we launch new products and features to the world.

This is not a role where you write a positioning doc and hand it off. You own the full lifecycle: research the market, define the narrative, craft the messaging, lead the launch, and make sure it lands. And you do it fast, using AI to produce the volume and quality of output that would normally require a much larger team.

You’ll report to the VP of Marketing, but work closely with the CEO and the full marketing team. You’ll partner with product leadership on the roadmap and with sales leadership on what’s working (and what’s not) in competitive deals. But the expectation is that you operate with high autonomy and high velocity, using AI as your force multiplier across everything you do.

What You’ll Do

Own positioning, messaging, and competitive intelligence for Wealthbox across all segments (small firm, mid-market, and enterprise) and buyer personas (financial advisors, firm principals, compliance officers, broker-dealer home offices).

Partner with the Director of Sales Enablement to develop and refine sales materials: pitch decks, one-sheeters, battlecards, talk tracks, and objection handling guides. You own the messaging and narrative. They own the delivery and training.

Lead product launches end to end, from internal readiness through external campaigns, coordinating with product, sales, content, and growth marketing to maximize impact.

Conduct customer research, win/loss analysis, and competitive intelligence. Turn those insights into actionable changes to messaging, positioning, and go-to-market strategy.

Partner with the Content Marketing Manager to shape the editorial calendar, ensuring content supports product positioning, SEO/AEO strategy, and demand generation goals.

Use AI extensively to draft, iterate, and produce marketing assets at speed. You should be comfortable using Claude, ChatGPT, or similar tools to go from brief to finished deliverable faster than a traditional PMM team could.

Build automated workflows for recurring deliverables: competitive monitoring, customer feedback synthesis, and launch communications.

Be the voice of the customer and the market inside the company. Attend sales calls, listen to Gong recordings, and stay close to what buyers actually say when they’re deciding whether to buy Wealthbox.

What You Bring

5+ years of product marketing experience in B2B SaaS, ideally at a company selling to a specialized or vertical audience.

A proven ability to develop positioning and messaging that actually moves deals, not just wins internal approval.

Experience partnering with sales enablement teams to create materials that sales genuinely uses and values.

Experience leading product launches, from soft rollouts to major announcements, in coordination with cross-functional teams.

Strong AI fluency. You use AI daily to draft content, analyze data, build presentations, and accelerate your workflow. You don’t need to build agents from scratch, but you should be a power user who sees AI as essential to how you work, not optional.

Excellent writing skills. Product marketing lives and dies on clarity of language. You should be able to write a compelling one-sheeter, a tight email, and a sharp battlecard without needing a copywriter.

Experience working closely with sales teams in a quota-driven environment. You understand the sales cycle, you can speak their language, and you earn credibility by making them better at their jobs.

What Sets You Apart

You’ve done product marketing at a company going through a PLG-to-SLG transition or an SMB-to-enterprise expansion.

You’ve launched new products or features and driven measurable adoption.

You have experience marketing to financial services professionals, wealth management, or adjacent regulated industries.

You’ve built competitive intelligence programs that go beyond a quarterly battlecard refresh.

You think about product marketing as a revenue function, not a content function.

Work Schedule

Weekdays, during business hours

401k plan

Paid time off

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