Director, Product Marketing (Investment Solutions)

Director, Product Marketing (Investment Solutions) We are seeking an experienced Director of Product Marketing to lead strategic marketing efforts across investment products and solutions. This player/coach role combines people leadership with hands-on execution and will be responsible for shaping go-to-market strategies, advisor-focused marketing programs, sales enablement initiatives, and integrated campaigns. The ideal candidate will have deep knowledge of investment products, experience marketing to financial advisors, and a proven ability to translate complex investment concepts into compelling market-facing stories that drive engagement and business growth. Duration: Full-time, permanent positionHours: 40+ hours per weekLocation: Hybrid, Boston, MA areaOnsite Requirement: 4 days per week onsite, 1 day remoteCompensation: Up to $220,000 base salary plus bonus Required QualificationsBachelor's degree in Marketing, Communications, Business, Finance, Economics, or a related field10+ years of experience in product marketing, strategic marketing, financial services marketing, or a related disciplineExperience marketing investment products, asset management solutions, wealth management offerings, or financial services productsDemonstrated experience partnering closely with sales, distribution, relationship management, or business development teams to develop go-to-market strategies, sales enablement programs, and advisor-facing campaigns that support business growth.Experience leading, coaching, mentoring, or developing marketing professionalsStrong understanding of equities, fixed income, investment solutions, portfolio applications, and advisor audiencesExperience developing go-to-market strategies, advisor-facing campaigns, sales enablement programs, and digital marketing initiativesAbility to translate complex financial and investment concepts into clear and compelling marketing contentStrong project leadership, stakeholder management, and cross-functional collaboration skillsExperience operating in regulated environments and managing multiple priorities simultaneouslySeries 6 license or ability to obtain within nine months of hireStrong written, verbal, analytical, and organizational skillsPreferred QualificationsSeries 7 licenseCFA, CAIA, or other investment-related professional designationExperience supporting direct indexing, portfolio consulting, custom solutions, or multi-asset investment offeringsExperience with marketing automation, analytics, and content management platformsKey ResponsibilitiesLead, coach, and develop a team of product marketing professionals responsible for investment product marketing initiativesServe as the strategic marketing lead for investment solutions, including custom portfolio solutions, direct indexing, and consulting-oriented offeringsPartner closely with sales and distribution leadership to identify growth opportunities, develop advisor engagement strategies, enhance sales enablement efforts, and translate business priorities into actionable marketing programs.Develop and execute go-to-market strategies that align product positioning, advisor communications, content, digital engagement, and sales enablementPartner closely with sales, distribution, investment teams, and marketing stakeholders to identify priorities and drive executionCreate differentiated product storytelling that connects advisor needs, market opportunities, investment solutions, and portfolio applicationsBuild integrated campaigns that support advisor awareness, consideration, engagement, and sales activationContribute to content planning and thematic marketing strategies tied to market trends and business prioritiesEstablish processes, timelines, and governance to ensure efficient execution across complex cross-functional initiativesSupport advisor-facing campaigns, communications, and activation programs through strategic marketing expertiseTrack program effectiveness and continuously optimize marketing performance and business impactIn this position, you may have access to client or customer systems, confidential and/or proprietary information or data, including financial information. This position is onsite and requires you to work closely with other individuals in a collaborative team environment. Email Your Resume In Word To Donna.Ruch@jobalert.creativecircle.com Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply. Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : DR8-1999022L607 -- in the email subject line for your application to be considered. Donna Ruch - Senior Solutions Delivery Recruiter For Creative Circle to represent you for this opportunity, you must be currently authorized to work in the United States without the need of employer sponsorship for a non-immigrant visa such as a H-1B, TN, or O visa. We do not support or provide training for STEM/OPT programs. Additionally, you must be physically located in and perform the work for our client in the United States.This is a new role. This job was first posted by Creative Circle on 10/06/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth Creative Circle is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. Everforth Creative Circle will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. If you need a reasonable accommodation in the application process, please contact your Recruiter (the person you'll be interviewing with) or a member of our Human Resources team to make arrangements. Anthem / Blue Cross Blue Shield creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Creative Circle. Copyright © 2026 Everforth, Inc. All rights reserved.