Product Marketing Manager

Location

Remote (U.S.) | Department: Marketing | Reports to: VP of Marketing

About Wealthbox

Wealthbox is the #1 rated CRM software for financial advisors and the fastest-growing platform in the market. We serve thousands of financial advisors with modern, AI-powered software that makes it easy to manage client relationships, streamline workflows, and collaborate with a team in a product people actually love to use.

The Role

We’re looking for a Product Marketing Manager to own how Wealthbox shows up in the market: how we position the product, how we talk about it, and how we launch new products and features to the world.

This is not a role where you write a positioning doc and hand it off. You own the full lifecycle: research the market, define the narrative, craft the messaging, lead the launch, and make sure it lands. And you do it fast, using AI to produce the volume and quality of output that would normally require a much larger team.

You’ll report to the VP of Marketing, but work closely with the CEO and the full marketing team. You’ll partner with product leadership on the roadmap and with sales leadership on what’s working (and what’s not) in competitive deals. But the expectation is that you operate with high autonomy and high velocity, using AI as your force multiplier across everything you do.

What You’ll Do

Own positioning, messaging, and competitive intelligence for Wealthbox across all segments (small firm, mid-market, and enterprise) and buyer personas (financial advisors, firm principals, compliance officers, broker-dealer home offices).

Partner with the Director of Sales Enablement to develop and refine sales materials: pitch decks, one-sheeters, battlecards, talk tracks, and objection handling guides. You own the messaging and narrative. They own the delivery and training.

Lead product launches end to end, from internal readiness through external campaigns, coordinating with prod...