VP, Product Marketing

Vestmark   •  

Wakefield, MA

Industry: Finance & Insurance


11 - 15 years

Posted 55 days ago

Your passion lies at the intersection of wealth management, technology and marketing. You possess a deep working knowledge of the financial advice supply chain, particularly as it applies to RIAs. You understand the broad RIA ecosystem...the unique needs of different RIA firms, types and sizes...pain points and opportunities related to technology, investment management, operations and practice management...and opportunities among their custodial partners. Ultimately, you're a thought leader who can crystallize these moving parts into a comprehensive marketing strategy, a technology product roadmap and an abundance of insightful marketing content.

You're equally comfortable in multiple hands-on roles that include developing strategy, creating content, networking at conferences, helping close new business, speaking on panels and working with C-level executives internally and externally. Finally, you thrive when given a chance to collaborate with talented teammates across Marketing, Sales, Products, Relationship Management and Engineering.

Your Responsibilities:

Generally, you'll continue to broaden and deepen your understanding of the RIA channel's business and technology needs. You'll continuously 1) research, listen to and speak with the market, 2) maintain a knowledge base of intelligence and 3) proactively share it with Sales, Marketing and other Vestmark teams. You'll also work closely with:

  • Marketing to own the top of the sales funnel by developing, executing and measuring a variety of campaigns and content
  • Sales to monitor the pipeline, understand opportunities and close new business
  • Products to craft, rationalize and prioritize the product roadmap
  • Relationship Managers to optimize the feedback loop among existing and future RIA clients

Specifically, you'll execute and refine Vestmark's four Product Marketing pillars:

1) Know the market

  • Quickly become a SME regarding all-things Vestmark including VestmarkONE (our SaaS platform), Vestmark Services (our outsourced middle and back office services), the Vestmark Manager Marketplace and Adhesion Wealth Management
  • Collect, analyze and share market knowledge across RIA segments including pain points, purchase motivators, competitive intelligence and use-case scenarios to help identify gaps and set priorities
  • Evolve and refine Vestmark's RIA channel TAM, opportunities and business development strategies
  • Assist in shaping Vestmark's broader business & marketing strategy

2) Understand the user

  • Work closely with our Product and Relationship Management teams to:
  • understand and define distinct RIA buyer and user personas
  • identify pain points and how peers or competitors may solve them more effectively
  • serve as the SME become a go-to resource for RIA prospects and clients as they define and refine their own business strategy

3) Shape the product

You'll work closely with our Products team to:

  • maintain an inventory of potential RIA-centric product and service enhancements
  • develop business cases to rank and prioritize those enhancements
  • assist in maintaining the formal product and services roadmap

4) Tell the Story

Perhaps most importantly, you'll work closely with Marketing team to generate prolific amounts of content and thought leadership to be distributed as:

  • whitepapers & eBooks
  • pitchbooks & presentations
  • blog posts and social media
  • print and digital advertising
  • marketing collateral & press releases


The optimal candidate will possess:

  • 10+ years of marketing, strategy and/or consulting experience in the RIA channel including 5+ years of product marketing and/or FinTech experience
  • superior written and oral communication skills
  • a deep professional network as well as an aptitude for research, fact-finding and tapping multiple resources to collect and synthesize data
  • the ability to produce and execute independently while playing a key role across a variety of teams and functions
  • superior presentation skills with experience presenting to internal- and customer-facing audiences
  • availability for light travel, typically 6 to 10 days per quarter