Product Marketing Associate

About Our Client

The organization operates in the financial services industry, providing accessible and comprehensive financial planning and investment advice to a broad range of clients. Serving more than 1.27 million clients across offices nationwide, the organization combines advanced financial methodologies, proprietary technology, and personalized planning to help individuals achieve greater financial confidence.

About the Opportunity

The Product Marketing Associate develops and executes marketing strategies focused on employee financial needs. This role translates audience insights and financial behaviors into effective positioning, messaging, and multi-channel marketing programs. The position plays an important role in driving engagement and growth by connecting employee audiences with relevant financial products and services.

Responsibilities

• Design and implement multi-channel marketing programs that drive advisor and employee engagement.
• Analyze program performance and use insights to optimize marketing effectiveness and inform future program development.
• Develop a deep understanding of employee financial behaviors to define audience segments, positioning, and messaging.
• Collaborate with Engagement Center, Product, Analytics, and other cross-functional teams to gather insights and refine marketing strategies.
• Support project management and execution of additional integrated marketing programs as needed.
• Partner with creative teams to develop compelling and audience-focused marketing content.
• Translate complex financial concepts into clear, engaging, and actionable messaging.

Requirements

• Bachelor's degree in Marketing, Business, or a related field.
• 3–5 years of marketing experience with a demonstrated record of delivering impactful marketing initiatives.
• Financial services industry experience preferred.
• Strong research orientation and user-focused mindset.
• Creative thinker with strong storytelling and audience engagement capabilities.
• Excellent writing skills with the ability to simplify complex concepts for diverse audiences.
• Experience collaborating effectively with creative partners and cross-functional teams.
• Strong relationship-building and stakeholder management skills.
• Excellent organizational and project management skills with strong attention to detail.

Pay

• Expected national base salary range of $71,800–$95,800 annually, depending on responsibilities, skills, experience, location, and market conditions.
• Eligibility for discretionary bonuses and additional compensation and benefits programs.