Senior Product Marketer

Senior Product MarketerPTMA Financial Solutions provides treasury management, liquidity management, and other financial products and services to the public sector. In addition to more than 12,000 local governments, school districts and other public entities, we also partner with over 1,000 financial institutions to help strengthen communities from coast to coast. Our family of financial services companies offers local government investment pool administration, investment advisory services, term investments, cashflow analysis, bond proceeds management, and public finance services for public entities plus stable deposit funding solutions for financial institutions. Our financial expertise, comprehensive products, and advanced technology help clients achieve more today for a better tomorrow. The firm's primary operational hubs are in Denver, Colorado, and Naperville, Illinois, with other offices throughout the United States.We are seeking a Senior Product Marketer to translate the firm's investment strategies and financial products into clear, compelling commercial insights that help sales, field marketing, and account management win and retain client relationships. This role calls for a strong working knowledge of investment products, market structures, competitive positioning, and client dynamics. Working closely with the Director of Product Management, the Senior Product Marketer will support revenue strategy and commercial outcomes by helping ensure the firm's products are positioned, priced, and communicated effectively in the market.Duties/Responsibilities:Conduct ongoing competitive analysis across the firm's product set, including peer manager comparisons, fee benchmarking, performance positioning, and product differentiationMonitor industry trends, regulatory developments, and market dynamics that affect product positioning or competitive standingSynthesize competitive intelligence into actionable insights for the sales organization to use in sales conversations, RFPs, and client meetingsMaintain a structured competitive database and scoring framework for key products and strategiesSupport the pricing strategy for the firm's investment products, helping ensure fee structures are competitive, sustainable, and aligned with client segment economicsConduct regular pricing reviews, benchmarking the firm's fees against peer managers and industry data sourcesBuild fee models for new product launches and recommend adjustments to existing strategies as market conditions evolveWork with the Investment team and sales leadership to align pricing with revenue objectives, minimum investment thresholds, and client tier structuresProvide analysis to support fee concession frameworks and breakpoint schedules in collaboration with sales leadershipSupport sales leadership and finance in developing product-level and strategy-level revenue targets, including AUM growth goals and fee revenue projectionsTranslate investment team product pipeline and capacity constraints into commercial opportunity sizingBuild and maintain product-level revenue models that reflect flows, pricing, and market appreciation assumptionsProvide input to annual planning and budgeting cycles with data-driven revenue forecasts by product and channelTrack and report on revenue performance relative to goals, surfacing risks and opportunities to the Director of Product Management and senior leadershipServe as a key product subject matter expert, ensuring factual accuracy, a consistent investment narrative, and appropriate positioning across collateralDevelop and maintain core messaging frameworks, value propositions, and investment thesis narratives for each product and strategyReview product-related content produced by field marketing, including pitch books, one-pagers, DDQ responses, and website contentTranslate complex investment concepts and strategies into clear, client-appropriate languageSupport RFP/DDQ processes by providing standard product language, performance context, and positioning guidanceServe as a day-to-day liaison between the Investment team and the sales organization, facilitating regular communication on product developments, strategy updates, and market commentaryPartner with portfolio managers and analysts to ensure commercial messaging reflects current investment positioning and convictionSupport product launch processes from commercial readiness through go-to-market execution, in coordination with legal, compliance, operations, and salesProvide sales enablement support, including training, talking points, and competitive response frameworks for the field teamRequired Skills/Abilities:Strategic Thinking: Connects investment product realities to commercial strategy and market opportunityCommercial Acumen: Understands revenue drivers, client economics, and distribution channel dynamicsInvestment Fluency: Can engage credibly with portfolio managers and translate investment narrative for external audiencesCollaboration: Builds trust and alignment across Investment, Sales, Marketing, and Finance teamsAnalytical Rigor: Data-driven approach to pricing, competitive analysis, and revenue modelingClear Communication: Presents insights and recommendations clearly to leadership, sales teams, and clientsStrong quantitative and analytical skills; ability to build and interpret financial and revenue modelsExcellent communication skills — both written and verbal — with the ability to translate investment concepts for non-investment audiencesAbility to work cross-functionally and build strong relationships across investment, sales, marketing, and finance teamsEducation and Experience:5+ years of experience in asset management or financial services, including time in product management, product marketing, investment consulting, or a related commercial roleSolid understanding of investment products and the client and channel dynamics of institutional and public-sector investorsDemonstrated experience with competitive analysis and fee/pricing work within an investment management contextExposure to product development or product launch processes within asset managementBachelor's degree required; MBA or progress toward the CFA or CAIA a plusLocation: This is a hybrid role in either Naperville, Illinois or Denver, ColoradoPhysical Requirements: Must be able to work at a computer for long periods of time. Lift up to 15 lbs.NO AGENCIES PLEASE