[Remote] Senior Product Marketing Manager
Note: The job is a remote job and is open to candidates in USA. Ren is a company focused on philanthropic opportunities and complex asset strategies, seeking a Senior Product Marketing Manager to lead strategic initiatives. The role involves shaping go-to-market strategies, enabling advisors, and driving growth in the UHNW and philanthropic planning sectors.
Responsibilities
- Own positioning and messaging for sophisticated charitable planning and complex asset strategies
- Develop scalable playbooks, case studies, and frameworks for advanced advisor conversations
- Support strategic initiatives related to founders, liquidity events, concentrated positions, alternatives, and private business interests
- Help advisors and enterprise partners identify, position, and advance complex philanthropic opportunities
- Develop high-impact, advisor-facing materials that simplify advanced planning concepts into actionable insights
- Influence how UHNW and family office opportunities are integrated into advisor workflows and client strategies
- Partner with business development and enterprise teams to influence and accelerate high-value opportunities
- Shape and contribute to thought leadership in advanced philanthropy and UHNW strategy
- Proactively identify market trends and translate them into actionable growth initiatives
- Collaborate with Product Marketing, Enterprise teams, Charitable Strategists, Product, and business leaders
- Act as a connector across teams to align messaging, strategy, and execution
- Influence product and go-to-market strategy through deep understanding of advisor and partner needs
- Synthesize market, advisor, and partner insights to inform strategy and positioning
- Identify patterns, gaps, and friction points in advisor engagement and opportunity development
- Translate insights into refined messaging, playbooks, and activation strategies
- Establish feedback loops to continuously improve advisor experience and growth outcomes
- Leverage AI to enhance speed, scale, and effectiveness of marketing and enablement initiatives
- Utilize AI-driven insights to identify UHNW advisor behaviors, opportunity signals, and engagement patterns
- Design scalable personalization strategies for advisor and enterprise communications using AI tools
Skills
- Bachelor's degree in Marketing, Business, Finance, or related field (MBA preferred)
- 5–8+ years of experience in product marketing, wealth management, financial services, or philanthropic strategy
- Strong understanding of UHNW client dynamics, complex assets, and advanced charitable planning strategies
- Proven ability to translate complex financial and philanthropic concepts into compelling narratives and scalable programs
- Demonstrated experience influencing cross-functional stakeholders and driving strategic initiatives
- Strong analytical, strategic thinking, and communication skills
- Experience working with enterprise partners or large institutional clients
- Familiarity with AI tools and data-driven marketing approaches
- Experience in fintech, wealth management, philanthropy, or donor-advised fund ecosystems
Company Overview