Product Marketing Manager

Summary

We are seeking an experienced and dynamic Product Marketing Manager to join our team at PenChecks, Inc. The Product Marketing Manager will play a pivotal role in shaping and executing product and marketing strategies for our retirement financial services products. You will ensure that we increase product awareness, adoption, and customer satisfaction, and work closely with cross-functional teams to ensure that our products meet market needs and achieve business objectives.

Essential Duties

· Market Analysis: Conduct thorough market research to understand trends, customer needs, and competitive landscape of financial advising and retirement planning industries. Utilize insights to identify opportunities for product development and market strategies.

· Sales Enablement: Work closely with the sales team to provide the necessary tools and training to support product sales. This includes development sales kits, presentations, and other materials.

· Product Positioning: Develop clear and compelling product positioning and messaging that differentiates our offerings in the financial and retirement planning markets. Ensure consistent communication across all channels.

· Content Creation: Contribute to the creation of marketing collateral, including brochures, white papers, case studies, website content, and social media posts. Ensure all materials effectively communicate product benefits and value propositions.

· Client Advisory Board (CAB): Manage CAB agendas, sub-groups, other related meetings, and publish notes with next steps.

· Customer Engagement: Develop programs to engage and educate current and potential customers. This may include webinars, workshops, and other educational content.

· Advocacy: Identify customers willing to give testimonials, case studies, and references and amplify their voice in the market.

· Go-to-Market Strategy: Create and implement go-to-market plans for new products and features targeting financial consultants as well as retirement plan administrators. Collaborate with sales, product management, operations, engineering, and other stakeholders to ensure successful launches.

· Metrics and Reporting: Track and analyze Key Performance Indicators (KPIs) to measure the effectiveness of product adoption. Prepare regular reports to communicate progress and insights to senior management.

· Budget: Provide input regarding annual marketing budget.

· Other duties as assigned.

Required Knowledge, Skills, and Abilities (KSAs)

Note that these requirements are representative, not all-inclusive, of the KSAs required to perform the job.

· Deep understanding of retirement financial products and services.

· Strong understanding of marketing principles and strategies.

· Proficient in marketing software and tools (e.g., CRM, marketing automation, analytics platforms).

· Strong analytical skills and ability to translate data into actionable insights and present these findings to management.

· Critical thinking skills (e.g., analysis, evaluation, inference, interpretation, self-regulation, problem solving, decision making, etc.)

· Collaborative mindset and ability to work effectively with cross-functional teams.

· Ability to manage multiple projects and priorities simultaneously in a fast-paced environment.

· Excellent written and verbal communication skills.

Education and Experience

· Minimum of 5 years of experience in the financial or retirement planning industry required.

· 1 to 3 years of experience in Marketing and/or Product Management preferred.

· Bachelor’s degree in Marketing, Business, or a related field is preferred.

· MBA, advanced degree or industry certification is a plus.

Company Benefits

· Amazing Company Culture – named a “Top Workplace in San Diego” 3 years in a row!

· Competitive Salary

· Discretionary Annual Bonuses (if established financial criteria are met)

· Comprehensive Health Insurance (dental, vision, life, LTD, STD, FSA, etc.)

· 401k Plan (employer-paid 3% for eligible employees)

· Unlimited Paid Time Off (exempt employees)

· Tuition Reimbursement Plan (employee professional development, degree or certification)

· Flexible Work Environment

· Holiday Party and 3 additional company social events!

Physical Demands and Work Environment

The employee is often required to sit and use their hands and fingers, to handle or feel. The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision. Reasonable accommodation can be made to enable people with disabilities to perform the described essential functions. Work Environment: ADA compliant office building. Fully remote (work-from-home) may be accommodated.

Other

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas.