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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in product marketing and technology messaging, with a strong ability to translate complex concepts for diverse audiences. Proven experience in coordinating cross-functional teams and managing product launches in the financial services and fintech sectors.
Highest-signal resume keywords
Product MarketingTechnology MessagingCross-Functional CoordinationLaunch PlanningFinancial Services Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Product PositioningSales Materials CreationPresentation DevelopmentDemo PreparationMarket AnalysisAdoption Data UtilizationVisual JudgmentCommunication SkillsPlanning SkillsTechnology Understanding
Soft Skills
Strong Writing SkillsAttention to Design QualityAbility to Lead Without Authority
Certifications & Qualifications
Bachelor's Degree in MarketingBusinessCommunications
Industry Keywords
FintechWealth ManagementAsset ManagementFinancial ServicesProduct Launch
About the role
Key responsibilities & impact- Define value propositions and messages for AssetMark’s technology products, platform capabilities, and advisor experiences
- Translate complex product and technical concepts into clear language for advisors and internal teams
- Tailor messaging to advisor needs, client needs, and technology audiences
- Develop technology product messaging distinct from investment product and investment strategy marketing
- Coordinate launch plans across Product, Engineering, Marketing, Sales, Service, and Operations
- Set launch goals, audiences, messages, materials, owners, and timing with partner teams
- Track launch readiness, identify gaps, and help resolve launch issues
- Plan post-launch adoption activities, including communication, education, and feedback
- Prepare demos, presentations, product guides, and talking points for Sales and client-facing teams
- Build and maintain product materials for advisor conversations
- Gather questions and feedback and share findings with Product and Engineering
- Review demonstrations, launch materials, and customer-facing content for clarity, consistency, quality, and brand alignment
- Apply visual judgment to presentations, demos, and digital content
- Build knowledge of advisor needs, fintech trends, wealth management platforms, and asset management
- Monitor competitor activity and market changes
- Use adoption and engagement data to improve messaging and future launches
- Report to the SVP of Product and partner with Marketing, Sales, Operations, Service, Product, Design, and Engineering leaders
Requirements
What you’ll need- Bachelor’s degree in marketing, business, communications, or a related field; equivalent experience may be considered
- 8 or more years of experience in product marketing, technology marketing, or a related role
- Experience launching software products or platform capabilities
- Experience creating product positioning, sales materials, presentations, and demos
- Experience in financial services, fintech, wealth management, or asset management preferred
- Experience coordinating cross-functional teams preferred
- Strong product marketing, positioning, and go-to-market skills
- Ability to explain technology in clear language for business and advisor audiences
- Strong writing, presentation, and demo skills
- Good visual judgment and attention to design quality
- Ability to lead work across teams without direct authority
- Strong planning skills and ability to manage several launch activities at once
- Practical understanding of financial services, fintech, wealth management, or asset management
- Must be legally authorized to work in the US
- Visa sponsorship is not available
- Must be able to accommodate a hybrid work schedule and be close to the Concord, CA or Charlotte, NC office
Benefits
Comp & perks- Flex Time or Paid Time Off and Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule
- Additional variable incentive compensation
- Competitive benefits