Product Marketing Manager, Field Enablement & Advisor Activation

37 minutes ago
Senior
Product Management
Ren

Ren

Ren is a leading philanthropic solutions provider, offering expertise in charitable giving and planned giving to financial institutions and charitable organizations. Their DonorFirstX platform provides customizable solutions for managing planned gifts ...

Capital Markets
51-250
Founded 1987

Description

  • Own the strategy for driving advisor engagement through Charitable Strategists and partner-facing teams.
  • Identify advisor opportunities such as year-end giving, tax events, and liquidity moments, and develop targeted programs.
  • Design and launch advisor-facing campaigns across partner channels.
  • Create repeatable campaign frameworks including emails, talking points, webinars, and follow-up sequences.
  • Develop field-ready emails, presentations, one-pagers, and talk tracks for advisor conversations.
  • Maintain and continuously improve a library of field-ready content and tools.
  • Partner with Charitable Strategists and Relationship Managers to support priority initiatives and field opportunities.
  • Gather field insights, identify objections and opportunities, and inform product marketing, product development, and organizational strategy.

Requirements

  • Bachelor’s degree in marketing, communications, business, finance, or a related field, or equivalent experience.
  • 5+ years of experience in product marketing, field enablement, or growth marketing.
  • Demonstrated success developing campaigns and materials that drive measurable engagement.
  • Experience creating field-ready content for live advisor or sales interactions.
  • Experience working with sales, relationship managers, client strategists, or other field-facing teams.
  • Exceptional storytelling and communication skills, including the ability to simplify complex financial or product concepts.
  • Strong understanding of advisor behavior and financial services environments.
  • Ability to work cross-functionally and influence without direct authority.
  • Strong organizational skills and ability to manage multiple priorities and deadlines.
  • Preferred: experience in fintech, wealth management, philanthropic services, financial services, advisor distribution, or multi-channel campaign frameworks.

Benefits

  • Remote work location.
  • Equal employment opportunity for all qualified applicants.

Interested in this position?

Apply directly on the company website

Apply Now

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