Product Marketing Manager - Enterprise Partner

Enterprise Partner Strategy & Activation

Support advisor-facing enablement and marketing strategies for enterprise partner programs
Contribute to the development of partner-specific campaigns, collateral, presentations, and engagement frameworks
Support growth initiatives tied to enterprise relationships, identifying opportunities to expand advisor adoption and platform usage

Duties & Responsibilities

• Execute campaigns and programs that increase advisor engagement, adoption, and retention
• Tailor positioning, messaging, and experiences to align with enterprise partner workflows, segmentation, and advisor models
• Support advisor education initiatives in partnership with Product Marketing and Enablement teams
• Track campaign performance and contribute to measurement and optimization efforts based on performance insights
• Act as a strategic marketing partner to Enterprise Relationship Managers
• Lead support for high-priority partner initiatives, presentations, and growth opportunities
• Translate product launches, platform enhancements, and operational changes into clear, actionable partner communications
• Partner with Product, Operations, Launch PMMs, and Relationship teams to deliver initiatives
• Ensure enterprise feedback loops into product marketing and broader strategy
• Support cross-functional initiatives focused on improving advisor experience, onboarding, and engagement
• Insight & Optimization
• Synthesize feedback from enterprise partners and advisor interactions
• Identify patterns, friction points, and engagement opportunities
• Refined messaging and activation strategies based on field insights

Education & Experience

• Bachelor’s degree in Marketing, Business, or related field (MBA a plus)
• 3-5 years of experience in product marketing, partner marketing, or B2B marketing (financial services or wealth management preferred)
• Experience supporting enterprise partner or institutional marketing initiatives
• Strong written and verbal communication skills, with the ability to influence senior stakeholders and adapt messaging to diverse audiences
• Proven ability to translate complex products, platforms, and concepts into clear, compelling narratives and scalable programs
• Experience collaborating on cross-functional initiatives across Product, Sales, Relationship Management, and Operations
• Strong analytical and strategic thinking skills, with experience using data to inform decisions and optimize performance
• Experience defining and measuring campaign effectiveness, advisor engagement, and adoption metrics
• Exposure to AI tools and marketing technologies preferred