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Senior Product Marketing Manager

NYC Office💼 Full-time🗓 2026-09-03 → 2026-09-29

Core

Drive full-funnel B2B2B marketing strategy for a wealth management platform and its flagship AI product (Savvy Intelligence) to attract and retain financial advisors.

Role type

Senior Product Marketing Manager (B2B SaaS)

Builds

Advisor recruitment engine, go-to-market for AI wealth management platform, new product launches

Domain

Fintech / Wealth Management / AI

Deliverable

product features

Required skills

B2B SaaS product marketing, go-to-market strategy, positioning and messaging for technical/AI products, customer lifecycle marketing, sales enablement creation, cross-functional leadership

Preferred skills

AI product marketing, fintech/wealthtech background, experience marketing to licensed professionals, high-growth startup GTM experience

Technologies

AI platforms, SaaS platforms

Responsibilities

Develop core messaging and positioning for the Savvy platform targeting financial advisors; Build and execute go-to-market strategies for Savvy Intelligence translating AI capabilities into advisor value propositions; Build advisor onboarding and adoption marketing programs to drive engagement and retention; Lead GTM strategy and launch execution for new product capabilities including future AI features and broker-dealer offerings; Partner with Product, Sales, and Client Success to develop sales enablement resources like pitch decks and battle cards

Seniority

Senior, hands-on IC

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