Director, Product Marketing

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It's the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Lead the product marketing function for multiple product and service lines. Translate complex investment and planning concepts into clear positioning, messaging, and campaigns that drive advisor adoption and profitable growth. Define the operating rhythm for product marketing, establish processes for launches and lifecycle management, and deliver cross-channel content that is accurate, compliant, on-brand, and measurable.

• Product Marketing Strategy & Planning: Create and execute product marketing plans for priority products, services, and industry or legislative changes that impact planning. Define objectives, audiences, messages, channels, and success metrics.
• Positioning, Messaging & Collateral: Define value propositions, positioning, and key messages by product or service. Develop presentations, newsletter articles, web content, social posts, how-to guides, and checklists to equip advisors and internal partners. Ensure accuracy, compliance, and brand consistency.
• Technical Content & Thought Leadership: Partner with subject-matter experts to understand investment-related topics and convert them into clear, compliant marketing content for advisors.
• Launch & Lifecycle Management: Drive launch readiness, adoption, and ongoing lifecycle updates across enhancements and regulatory or legislative changes. Monitor usage, feedback, and results to optimize adoption.
• Cross-Functional Collaboration & Delivery: Lead cross-functional workstreams across creative, communications, PR, and events to deliver assets on time and on brand. Coordinate strategic and tactical plans with stakeholders. Present plans and results to marketing and product leaders.
• Team Leadership & Function Build: Manage the product marketing function and support junior product marketers. Establish the process framework and operating cadence for a growing function, fostering a high-performance, collaborative culture.
• Measurement & Optimization: Use data to evaluate performance, identify improvements, and adjust course to drive optimized results and profitable growth.

Priority Initiative Support:

• Align product marketing plans to near-term strategic initiatives, including new offerings, technology enhancements, and key enterprise priorities.

Other Duties:

• Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

What You Need

• Bachelor's degree in marketing, communications, business, or related field required.
• Minimum of seven years of experience in product marketing, technical writing, or related marketing or communications roles required.
• Industry experience in wealth management or broader financial services required.
• Demonstrated product marketing experience leading positioning, launch, and lifecycle programs required.
• Demonstrated technical writing experience translating complex investment topics into clear, usable content preferred.
• Ability to lead and influence stakeholders across multiple teams required.
• Strong verbal, written, and interpersonal communication skills required.
• Proven problem-solving skills with a track record of resolving complex issues required.
• Detail orientation, excellent time management, and proactive follow-up skills required.
• Data-driven mindset with the ability to measure outcomes and optimize plans required.

EEO Statement:

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

The total rewards expected for this role include:

• Starting annual base salary between $120, ,850.
• Variable compensation potential (Bonus and/or commissions)
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.