Mass Fintech Careers

Discover the opportunities across the Mass Fintech Community

Head of Product Marketing (Strategy & Execution)



Marketing & Communications, Product
Weston, MA, USA
Posted on Friday, February 16, 2024

At Advisor360°, we hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Though many of our roles are assigned to a particular office location, most are a hybrid of remote and in-person work.

As our Senior Product Marketing Manager, you will have the opportunity to drive Go-To-Market (GTM) strategy at Advisor360 and support the expansion of our sales pipeline. This role is critical to our growth goals. This role will work cross-functionally with Sales, Marketing, Product Management and Customer Success. The ideal financial services candidate has an insatiable curiosity with a deep knowledge of our audiences and B2B marketing tactics. You enjoy analyzing enterprise buyers to develop strategies and messaging, while working side-by-side with our Sales team. You’re equally comfortable in a technical conversation with product management as you are in a marketing conversation, focused on account-based marketing. This role will report to the VP, Marketing based in Weston, MA. Your impact will play a crucial role in achieving our growth targets, and we are looking for someone who is results-oriented and can demonstrate measurable success in the following key areas:

Key Responsibilities, in order of business value priority:

Deep Market Knowledge:

  • Measure your ability to stay abreast of the rapidly evolving enterprise wealth management market, buyer behaviors, and technological trends.
  • Evaluate the effectiveness of your insights in informing compelling messaging and persona-based marketing campaigns.
  • Stay updated on the enterprise wealth management market, enterprise buyers, and technology solutions to develop compelling messaging and persona-based marketing campaigns.

Partner with Sales:

  • Work closely with Sales and and Product Management to develop compelling materials, content and digital assets for sales conversations with enterprise buyers.
  • Ensure sales materials is consistent across all digital assets including but not limited website copy, product tear sheets, slides and other product-related content are up-to-date, telling a consistent story. Partner with content marketing on thought leadership, representing the voice of the customer.

Develop Solution Positioning and Messaging:

  • Translate product knowledge into impactful narratives that resonate with wealth management executives and their affiliated financial advisors.
  • Track the adoption of your product positioning and messaging across our solutions, ensuring they address business problems and highlight our differentiated value.
  • Be an expert in our products — not focused on features and functions but on how the products are used in the market and by the personas using the platform, what business problems they solve and our differentiated value. Create product narratives, formulate positioning, and develop messaging across our solutions to reach wealth management executives and financial advisors.

Conduct Market Research:

  • Conduct regular market analysis and competitive research to inform buyer profiles and messaging; share insights cross-functionally.
  • Gauge the impact of your regular market analysis and competitive research in shaping buyer profiles and messaging.
  • Measure the effectiveness of insights shared cross-functionally in enhancing our overall market strategy.

Launch New Capabilities and Products: Help define our GTM product strategy and collaborate with product management to orchestrate launches from end-to-end to bring products to market successfully, including creating messaging and developing marketing assets to position and promote new functionality.

Drive Awareness, Adoption and Platform Usage: Partner with customer success teams (internally) and client marketing teams (externally) to deliver Release Kits, product spotlights, and other materials that support financial advisor adoption and usage of our platform. Collaborate with Account Management to support revenue expansion from within our client base.


  • 5+ years of product marketing experience in an enterprise technology company, with 3+ years in wealth management or financial services
  • Adept at partnering with sales to support high converting programs that result in new opportunities
  • Skilled storyteller able to develop a compelling, differentiated and memorable narrative for any product
  • Passionate in analyzing data and leading market research to support competitive intelligence and compelling storytelling
  • Strong communicator who excels at working across teams with a diverse set of stakeholders, and gains buy-in through well-designed presentations to achieve a business objective
  • Will become fascinated by our customers and motivated by their success
  • Acute attention to detail and ability to work efficiently, prioritize, and manage multiple projects under tight deadlines

About Advisor360°

Come grow with us! Join a team of inventive, driven professionals!

Launched in 2019, Advisor360° combines a start-up's agile and innovative markers with the stability of an established enterprise. Ranked the largest FinTech company in Massachusetts by the Boston Business Journal, Advisor360° was born out of 20 years of feedback from the industry’s highest-producing financial advisors and has gone on to build a software that is second to none.

Our company specializes in building, delivering, and integrating technology for wealth managers. Our comprehensive platform offers a unified approach to managing wealth, delivering a connected experience to advisors and their clients.

Benefits include a competitive bonus plan, unlimited paid time off, paid sick time, volunteer time off, free access to vacation homes, a generous 401(k) employer match, stock appreciation rights, referral bonuses, 80% of either HMO or PPO premiums for individuals and family employer covered, 50% of dental insurance paid for, employer life and AD&D at 2X salary, short- and long-term disability coverage, a health savings account, flexible spending accounts, and paid bonding time for new parents.

Advisor360° also provides worthwhile perks, including a hybrid structure with most employees working from the office 2 to 3 times per week, tuition reimbursement, professional development opportunities, employee assistance programs, and more!

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.

Are you ready to build and discover together?