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Principal - Product Marketing

Role overview

Qualifications

  • Bachelor’s degree (MBA a plus; equivalent experience considered)
  • 9+ years of experience in product marketing; financial services experience is a must
  • Strong understanding of investment workflows, including risk, performance, and front-office modeling
  • Deep expertise in market research, customer insights, and messaging development

Responsibilities

  • Develop compelling product positioning, messaging, and value propositions for Risk Performance products
  • Conduct in-depth market research and analysis to identify trends, opportunities, and areas for differentiation
  • Collaborate with customer success, sales, and product teams to understand customer needs and workflows
  • Lead cross-functional teams in planning and executing product launches

Key facts

Hard skills

Other skills

  • Communication
  • Problem Solving
  • Teamwork

About the company

Clearwater Analytics logo

Clearwater Analytics

Investment Management

Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations. Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide. For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients. With global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater sets the new global standard for investment portfolio reporting.

Company details

Company typeLarge
IndustryInvestment Management
Company size1001 - 5000

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Job description

Job Description

As a Senior Product Marketing Manager for Risk & Performance, you will play a pivotal role in shaping the success of our products by championing customer insights, driving go-to-market strategies, and establishing market differentiation. This role requires a strategic mindset, cross-functional collaboration, and the ability to position our solutions effectively within the competitive landscape, including articulating how the acquisition of Beacon and the existing risk and performance products strengthens Clearwater’s value proposition across the front, middle, and back office. 

Key Responsibilities 

Product Positioning & Messaging 
• Develop compelling product positioning, messaging, and value propositions that resonate with buyers and decision-makers for our Risk & Performance products. 
• Ensure messaging highlights differentiation and aligns with Clearwater’s unified platform strategy and long-term vision. 
• Translate risk & performance capabilities—such as real-time modeling and Python-based analytics—into clear, compelling narratives for front-office users and quant-driven teams. 


Market Intelligence & Opportunity Analysis 
• Conduct in-depth market research and analysis to identify trends, opportunities, and areas for differentiation. 
• Translate insights into actionable strategies for product positioning, enablement, and campaign planning. 
• Share findings with internal stakeholders to influence marketing, sales, and product strategy. 


Customer-Centric Strategy 
• Collaborate with customer success, sales, and product teams to build a deep understanding of customer needs, pain points, and workflows—especially those of sophisticated asset managers and hedge funds. 
• Synthesize customer feedback to shape marketing strategy, inform messaging, and influence product innovation priorities. 


Go-to-Market Execution 
• Lead cross-functional teams in planning and executing product launches. 
• Develop and implement GTM strategies and campaigns targeting key verticals and personas, with tailored messaging for insurers, hedge funds asset managers, and asset owners. 
• Collaborate with demand generation and content teams to develop high-impact materials that foster awareness, engagement, and conversions. 


Sales Enablement & Collaboration 
• Equip sales teams with tools, training, and resources to position and sell Risk & Performance products effectively. 
• Create product collateral, presentations, objection-handling guides, and enablement materials. 
 

You’re an ideal candidate for the role if you possess: 

• Bachelor’s degree (MBA a plus; equivalent experience considered). 
• 9+ years of experience in product marketing; financial services experience is a must. 
• Strong understanding of investment workflows, including risk, performance, and front-office modeling. 
• Deep expertise in market research, customer insights, and messaging development. 
• Ability to distill complex concepts into clear, compelling narratives. 
• Strategic thinker with a data-driven approach to problem-solving. 
• Highly collaborative, with excellent cross-functional communication skills. 
• Outstanding writing and presentation skills. 

What We Offer 

• Business casual atmosphere. 
• Team-focused culture that promotes innovation and ownership. 
• Access to cutting-edge investment technology and market leadership. 
• PTO and volunteer time off. 
• Defined and undefined career pathways—grow your own way. 
• Work from anywhere 3 weeks per year. 
• Work-from-home Fridays. 
• Parental leave (maternity and paternity). 

Salary Range

$144,000.00 - $204,000.00

This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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