Senior Product Marketing Associate

1 week ago

Chicago, Illinois, United States Practifi Full time

Position Overview

The Senior Product Marketing Associate is responsible for executing effective marketing strategies and plans to communicate the features and benefits of Practifi. Under the guidance of the Director of Marketing, they will update and create product marketing materials, develop product releases content, conduct competitor research and build their knowledge of Practifi's core product, add-ons and integrations.

The Senior Product Marketing Associate plays a crucial role in bridging the gap between marketing, client success, product and sales, acting as the "voice of the customer" and facilitating marketing strategies that demonstrate the value of our product.

Team Overview

From creating first impressions to reminding clients why they chose Practifi, the Marketing team plays an important role at every step of the client journey. The team's primary objective is to find, attract and retain customers by promoting our company and mission and communicating the value of our products, people and service.

The Marketing team is a mighty bunch, covering functions such as brand, communication, lead generation, operations and more. Each team member has a distinct area of coverage but works closely together to drive brand awareness, launch campaigns, generate new business and ensure Practifi puts its best foot forward.

About Us

Practifi is the performance optimization platform purpose-built for the wealth management industry. Built on Salesforce, our platform empowers teams to automate workflows, create rich client records and access advanced analytics in a unified experience.

With comprehensive APIs, a range of specialist wealth industry integrations and an ecosystem of hundreds of integrated apps, our platform centralizes data and gives greater visibility across organizations. Headquartered in Chicago, Illinois, with offices in Sydney, Australia, Practifi enables organizations across the globe to deepen loyalty with their clients and pioneer the future of wealth management.

Responsibilities:

  • Execute detailed go-to-market plans for product releases (5x a year), new products, add-ons and integrations and measure the results
  • Work closely with the Director of Marketing and product, sales and client success teams to update the positioning of core features, add-ons and integrations for the RIA/advisor market
  • Manage the product marketing calendar
  • Schedule and run regular demo and Q&A sessions for prospective clients
  • Serve as the Practifi product subject-matter expert (SME) within the marketing team, providing feedback and content where applicable
  • Produce all sales and client success materials, including presentations, blog posts, and tear sheets relating to product features, integrations and competitor comparisons.
  • Build a deep understanding of the market, our clients and how Practifi serves them by keeping up to date on client needs, competitor developments and industry trends.
  • Collaborates with Client Success, Learning, Product, Enablement, Sales and Marketing teams to ensure successful product releases and launches
  • Maintain Practifi's presence on product comparison and review sites (G2, AppExchange, etc.)
  • Additional responsibilities, as assigned.

About You:

  • 1-3 years of experience in Marketing.
  • Genuine passion for developing a career in Product Marketing.
  • Experience within the B2B space, financial technology sector a plus.
  • Bachelor's degree or equivalent experience in related area.
  • Understanding of financial products and services, particularly those related to wealth management and investment solutions a plus.
  • Experience supporting successful marketing strategies to drive B2B sales and revenue growth.
  • Excellent written and verbal communication skills, with the ability to craft compelling messaging and content targeted at financial professionals and firms.
  • Experience using marketing and project management tools (HubSpot, Monday, etc.)
  • Proficiency in Adobe Photoshop and Premiere Pro a plus.
  • Ability to thrive in a fast-paced, scale-up environment with shifting priorities and deadlines.
  • Passion for technology and innovation with a commitment to staying ahead of industry trends and best practices.

Practifi is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

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