Product Marketing Manager

OPPORTUNITY:

GeoWealth is a fintech firm that offers an award-winning digital advisory platform, including Turnkey Asset Management Platform (“TAMP”) capabilities. We deliver a comprehensive and fully integrated wealth management technology platform to financial services professionals.

We are seeking a Product Marketing Manager to support the successful planning, launch, and adoption of new products and platform enhancements. Reporting to the Head of Marketing, this role sits at the center of Marketing, Product, and Sales, translating product capabilities into clear positioning, actionable go-to-market plans, compelling marketing campaigns, and measurable outcomes.

The ideal candidate is highly organized, detail-oriented, and comfortable managing multiple cross-functional workstreams—from early-stage product definition, to collateral development, and through post-launch performance analysis.

ABOUT THE ROLE:

Product Planning, Insights & Market Readiness

• Project management of end-to-end product launch workflows, including timelines, dependencies, and stakeholder coordination across multiple departments.
• Partner with team of Product Managers to define & refine business cases, including high-level revenue models, demand assumptions, and forecasting inputs.
• Contribute to product pricing frameworks and channel segmentation recommendations in partnership with leadership.
• Monitor industry trends and competitive intelligence to identify product value proposition, opportunities, risks, and differentiation points.
• Gather and synthesize voice of customer, partner, and sales feedback to inform product positioning and prioritization.

Go‑To‑Market Strategy, Sales Enablement, Internal Readiness

• Ensure every product release is thoughtfully planned, effectively communicated, successfully brought to market, and adopted by clients.
• Support the development of GTM strategies and requirements for new products, features, and enhancements based on a tiered client structure.
• Build and manage structured GTM plans and documents, including target audiences, use cases, channel strategies, and more.
• Build and define product-level KPIs in partnership with a team of Product Managers (e.g., adoption, engagement, pipeline contribution) in alignment with business goals.
• Coordinate cross-functional communication to ensure all teams are aligned and informed ahead of product launches.
• Establish and support the sales readiness model, including internal training sessions, sales communication preparation, objection handling guides, etc.

Marketing, Content & Campaign Execution

• Along with the rest of the Marketing Team, plan and execute integrated, multi-channel marketing campaigns that drive mind share and drive sales pipeline.
• Drive the development and coordination of internal content, such as sales decks, demo scripts, FAQs, videos, and training materials.
• Support the development and coordination of external content, such as product one-pagers, landing pages, release notes, and multi-media campaign assets.
• Support channel marketing strategy and distribution across email, web, social, paid media, and events.
• Ensure all materials are consistent, compliant, and aligned with GeoWealth’s brand and messaging standards.

Performance Tracking & Post-Launch Optimization

• Track product launch performance against defined KPIs, including adoption, engagement, and revenue contribution.
• Ongoing partnership with stakeholders to document and analyze results in order to identify optimization opportunities.
• Conduct post-launch reviews to capture insights, refine GTM strategies, and improve future launches.

SKILLS, KNOWLEDGE & EXPERIENCE:

• 3–6+ years of experience in product management, product marketing, or fintech/SaaS commercialization roles.
• Strong understanding of go-to-market strategy, product positioning, and campaign execution.
• Experience working cross-functionally with Marketing, Product, Engineering, and Sales teams.
• Experience supporting pricing, segmentation, or product analytics initiatives.
• Understanding of marketing automation, CRM systems, and digital campaign tools.
• Excellent communication skills with the ability to translate complex concepts into clear messaging and materials.
• Strong project management and organizational skills; ability to manage multiple priorities simultaneously.
• Bachelor’s Degree preferred (Marketing, Finance, Business).
• Proven ability to develop and execute compelling product-messaging campaigns that drive measurable results.
• Collaborative and adaptable, with the ability to work cross-functionally in a fast-paced environment.
• Excellent written and verbal communication skills.
• Detail-oriented with a strong focus on delivering high-quality work.

COMPANY CULTURE & PERKS – HIGHLIGHTS:

Investing in Your Growth

• Casual work environment with fun, hard-working, and open-minded coworkers
• Competitive salary with opportunity for performance-based annual bonus
• Opportunities to up-skill, explore new responsibilities, and network across departments
• Defined and undefined career pathways allowing you to grow your own way

Work/Life Balance ️

• Flexible PTO and work schedule to ensure our team balances work and life
• Maternity and paternity leave

Taking Care of Your Future ♥️

• Medical, Dental, and Vision, Disability insurance
• Free access to Spring Health, a comprehensive mental health solution
• 401(k) with company match and a broad selection of investments
• Voluntary insurance: short-term disability, long-term disability, and life insurance
• FSA and transit benefits for employees that contribute pre-tax dollars

Other Fun Stuff ⭐

• Modern office space on with free on-site gym and nearby parking
• Weekly catered lunches in the office, plus monthly happy hours
• Stocked kitchen with snacks and drinks
• GeoWealth was recognized as “Best Place to Work” by Built In in 2026, 2024, 2023 and 2022
• GeoWealth was recognized as “Best Place to Work” by Purpose Job’s 2025, 2024 and 2022