Senior Product Marketing Manager - UHNW & Complex

UHNW & Complex Assets Strategy

Own positioning and messaging for sophisticated charitable planning and complex asset strategies
Develop scalable playbooks, case studies, and frameworks for advanced advisor conversations
Support strategic initiatives related to founders, liquidity events, concentrated positions, alternatives, and private business interests

Advisor & Enterprise Enablement

Help advisors and enterprise partners identify, position, and advance complex philanthropic opportunities
Develop high-impact, advisor-facing materials that simplify advanced planning concepts into actionable insights
Influence how UHNW and family office opportunities are integrated into advisor workflows and client strategies

Strategic Growth Leadership

Partner with business development and enterprise teams to influence and accelerate high-value opportunities
Shape and contribute to thought leadership in advanced philanthropy and UHNW strategy
Proactively identify market trends and translate them into actionable growth initiatives

Cross-Functional Collaboration

Collaborate with Product Marketing, Enterprise teams, Charitable Strategists, Product, and business leaders
Act as a connector across teams to align messaging, strategy, and execution
Influence product and go-to-market strategy through deep understanding of advisor and partner needs

Insights & Market Intelligence

Synthesize market, advisor, and partner insights to inform strategy and positioning
Identify patterns, gaps, and friction points in advisor engagement and opportunity development
Translate insights into refined messaging, playbooks, and activation strategies
Establish feedback loops to continuously improve advisor experience and growth outcomes

AI & Innovation Responsibilities

Leverage AI to enhance speed, scale, and effectiveness of marketing and enablement initiatives
Utilize AI-driven insights to identify UHNW advisor behaviors, opportunity signals, and engagement patterns
Design scalable personalization strategies for advisor and enterprise communications using AI tools

Education & Experience

• Bachelor’s degree in Marketing, Business, Finance, or related field (MBA preferred)
• 5–8+ years of experience in product marketing, wealth management, financial services, or philanthropic strategy
• Strong understanding of UHNW client dynamics, complex assets, and advanced charitable planning strategies
• Proven ability to translate complex financial and philanthropic concepts into compelling narratives and scalable programs
• Demonstrated experience influencing cross-functional stakeholders and driving strategic initiatives
• Strong analytical, strategic thinking, and communication skills
• Experience working with enterprise partners or large institutional clients preferred
• Familiarity with AI tools and data-driven marketing approaches preferred
• Experience in fintech, wealth management, philanthropy, or donor-advised fund ecosystems strongly preferred

Benefits

Ren is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.