Product Marketing Manager

📌 Core Information

🔹 Job Title: Product Marketing Manager

🔹 Company: Wealth Access

🔹 Location: Nashville, TN, USA

🔹 Job Type: Full-Time, On-site

🔹 Category: Marketing

🔹 Date Posted: May 30, 2025

🔹 Experience Level: Mid-Level (2-5 years)

🔹 Remote Status: On-site

🚀 Job Overview

Key aspects of this role include:

• Driving go-to-market success for Wealth Access's offerings
• Leading the launch of a new platform UI
• Collaborating cross-functionally with product, marketing, sales, and client success teams
• Developing product positioning, messaging, and sales enablement materials

ASSUMPTION: This role requires a balance of strategic thinking and tactical execution, with a focus on driving market awareness and product adoption.

📋 Key Responsibilities

✅ Conduct market research and analysis to understand target audience needs, industry trends, and competitor positioning

✅ Develop and refine product positioning and messaging that resonates with target audiences

✅ Assist in creating and executing go-to-market plans for product launches

✅ Create sales collateral, presentations, and competitive intelligence to support the sales team

✅ Develop educational content and resources to help customers understand product value and ensure successful onboarding

✅ Track and analyze the performance of marketing initiatives and campaigns, using data to optimize strategies and improve product marketing efforts

✅ Collaborate with various teams to align on messaging, positioning, and product initiatives, ensuring smooth communication and maintaining alignment on key objectives

ASSUMPTION: This role involves a mix of strategic planning, tactical execution, and cross-functional collaboration to drive product success.

🎯 Required Qualifications

Education: Bachelor's degree in Marketing, Communications, Business, or related field

Experience: 3-5 years of product marketing or related experience, ideally in B2B SaaS or tech industries

Required Skills:

• Strong communication skills with the ability to create clear, concise, and compelling messaging
• Experience creating sales enablement materials, including presentations, case studies, and competitive analysis
• Ability to conduct research and analyze market trends, customer needs, and competitor offerings
• Detail-oriented with strong project management skills and the ability to manage multiple priorities in a fast-paced environment
• A proactive, collaborative mindset with the ability to work across teams to achieve shared goals

Preferred Skills:

• Experience in the fintech industry
• Familiarity with marketing automation tools and CRM systems

ASSUMPTION: Candidates with a strong foundation in product marketing, excellent communication skills, and a proactive mindset will excel in this role.

💰 Compensation & Benefits

Salary Range: $80,000 - $120,000 per year (based on industry standards for mid-level product marketing roles in Nashville, TN)

Benefits:

• Competitive salary and benefits package
• Opportunities for career growth in a fast-growing fintech company
• Collaborative, mission-driven marketing team

Working Hours: Full-time, typically Monday to Friday, 9:00 AM to 5:00 PM (with flexibility for occasional remote work)

ASSUMPTION: The salary range is an estimate based on industry standards and may vary depending on the candidate's experience and qualifications.

📌 Applicant Insights

🔍 Company Context

Industry: Fintech, specifically wealth management technology

Company Size: Small (11-50 employees) - Offers a close-knit, collaborative work environment with ample opportunities for growth and impact

Founded: 2011 - Wealth Access has established itself as a leading provider of wealth data technology, empowering financial institutions to unlock the full potential of their wealth management services

Company Description:

• Wealth Access is a fast-growing enterprise customer data insights platform
• Works with financial services’ existing books and records to unify and enrich data, generating deep insights and powering hyper-personalized banking and wealth management experiences
• Supports over 200 customers with over $571 billion in assets on its platform, including several of the largest RIAs and banks in America

Company Specialties:

• Finance
• Investment Reporting
• Multiple Mobile Platform Compatibility
• Trust
• RIA
• Wealth Management
• Aggregation
• Personal Financial Management
• API
• WealthTech
• Banks
• Financial Technology
• Digital Experience
• Digital Warehouse
• Consumer Bank Experience
• Commercial Bank Experience
• Data
• and Digital Banking

Company Website: http://wealthaccess.com/

ASSUMPTION: Wealth Access is a dynamic, growing company with a strong focus on innovation and customer success in the wealth management technology space.

📊 Role Analysis

Career Level: Mid-Level - This role offers an opportunity to drive significant impact and growth within the product marketing function

Reporting Structure: The Product Marketing Manager will report directly to the VP of Marketing and work closely with cross-functional teams, including product, marketing, sales, and client success

Work Arrangement: On-site, with occasional flexibility for remote work

Growth Opportunities:

• Potential to grow into a senior or leadership role as the company expands
• Opportunities to learn and develop skills in various aspects of marketing, including campaign execution, events, content, and marketing tech
• Chance to gain experience in a fast-growing fintech company and learn how marketing drives measurable impact

ASSUMPTION: This role offers significant growth potential for the right candidate, with opportunities to learn, develop, and make a meaningful impact on the company's success.

🌍 Location & Work Environment

Office Type: Modern, collaborative office space

Office Location(s): 222 2ND AVE S, STE 1620, NASHVILLE, TN 37201, US

Geographic Context:

• Nashville, TN is a vibrant, growing city with a thriving music and cultural scene
• The office is located in the downtown area, offering easy access to public transportation, restaurants, and entertainment
• The city has a humid subtropical climate, with mild winters and hot, humid summers

Work Schedule: Full-time, typically Monday to Friday, 9:00 AM to 5:00 PM (with flexibility for occasional remote work)

ASSUMPTION: The office environment is collaborative and modern, with a focus on fostering creativity and innovation.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screen with the HR team
• In-depth interview with the hiring manager and/or team members
• Case study or skills assessment (if applicable)
• Final interview with the VP of Marketing or another senior leader

Key Assessment Areas:

• Communication skills and ability to create clear, concise messaging
• Market research and analysis skills
• Product positioning and go-to-market strategy development
• Cross-functional collaboration and teamwork
• Problem-solving and adaptability

Application Tips:

• Tailor your resume and cover letter to highlight relevant skills and experiences for this role
• Demonstrate your understanding of the fintech industry and Wealth Access's mission
• Prepare for behavioral interview questions that focus on your problem-solving skills, collaboration, and adaptability

ATS Keywords: Product Marketing, Market Research, Product Positioning, Messaging, Go-to-Market Strategy, Sales Enablement, Customer Education, Onboarding, Data Analysis, Cross-Functional Collaboration, Project Management, Communication, Detail-Oriented, Proactive Mindset, Collaboration, Empathy, Fintech, Wealth Management, B2B SaaS, Tech Industries

ASSUMPTION: The interview process will focus on assessing the candidate's communication skills, market research and analysis abilities, and strategic thinking, as well as their cultural fit with the company.

🛠️ Tools & Technologies

• Marketing automation tools (e.g., Marketo, HubSpot)
• CRM systems (e.g., Salesforce, HubSpot CRM)
• Project management tools (e.g., Asana, Trello)
• Data analysis tools (e.g., Google Analytics, Tableau)

ASSUMPTION: The specific tools and technologies used may vary depending on the company's current tech stack and the candidate's areas of focus.

👔 Cultural Fit Considerations

Company Values:

• Innovation
• Customer-centricity
• Collaboration
• Accountability
• Continuous learning

Work Style:

• Fast-paced and dynamic
• Collaborative and cross-functional
• Focused on driving results and making an impact
• Empathetic and customer-focused

Self-Assessment Questions:

• Do you thrive in a fast-paced, collaborative environment?
• Are you passionate about understanding customer needs and driving innovative solutions?
• Do you have strong communication skills and the ability to work effectively with cross-functional teams?
• Are you comfortable with ambiguity and adaptable to change?

ASSUMPTION: Wealth Access values candidates who are innovative, customer-focused, collaborative, and adaptable, with strong communication skills and a proactive mindset.

⚠️ Potential Challenges

• Working in a fast-paced, dynamic environment may require adaptability and the ability to manage multiple priorities
• Collaborating with cross-functional teams may require strong communication and project management skills
• Staying up-to-date with industry trends and competitor offerings may require continuous learning and research
• The role may involve occasional travel for industry events or client meetings

ASSUMPTION: These challenges can be overcome by candidates who are proactive, adaptable, and committed to continuous learning and growth.

📈 Similar Roles Comparison

• Compared to other product marketing roles, this position places a greater emphasis on tactical execution and cross-functional collaboration
• In the fintech industry, this role focuses on wealth management technology, which has unique market dynamics and customer needs
• Career progression in this role may involve moving into senior or leadership positions within the product marketing function or expanding into other areas of marketing or the business

ASSUMPTION: This role offers a unique blend of strategic thinking and tactical execution, with a focus on driving market awareness and product adoption in the wealth management technology space.

📝 Sample Projects

• Developing a go-to-market strategy for a new product launch, including market research, positioning, messaging, and sales enablement materials
• Creating a customer education program to drive product adoption and improve customer satisfaction
• Conducting market research and analysis to inform product roadmaps and feature prioritization

ASSUMPTION: These sample projects illustrate the strategic and tactical aspects of the role, as well as the importance of cross-functional collaboration and customer-centricity.

❓ Key Questions to Ask During Interview

• How does this role fit into the overall marketing strategy for Wealth Access?
• What are the biggest challenges facing the product marketing team currently, and how can this role help address them?
• How does Wealth Access support the professional growth and development of its employees?
• What are the key priorities for this role in the first 30, 60, and 90 days?
• How does Wealth Access approach collaboration and communication across different teams and departments?

ASSUMPTION: These questions demonstrate the candidate's interest in understanding the role's strategic importance, the team's challenges, and the company's approach to professional development and collaboration.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume and cover letter to highlight your relevant skills and experiences for this role
• Prepare for behavioral interview questions that focus on your problem-solving skills, collaboration, and adaptability
• Research Wealth Access and the wealth management technology industry to demonstrate your understanding and enthusiasm for the role
• Follow up with the hiring manager or HR team within one week of submitting your application to express your interest and reiterate your qualifications

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.