Shape investment product positioning through competitive analysis and pricing expertise in a hybrid Senior Product Marketer role based in Naperville or Denver.
This senior position translates investment strategies and financial products into commercial insights for sales, field marketing, and account management. You will support revenue strategy through market analysis, fee benchmarking, product messaging, and revenue modeling. The work connects investment realities with client and channel dynamics.
Key Responsibilities: Conduct competitive analysis across investment products and peer managers
Monitor regulatory developments, industry trends, and market dynamics
Build fee models and support pricing reviews
Develop revenue forecasts, targets, and product-level models




Maintain messaging frameworks and review product collateral
Requirements: Five-plus years in asset management or financial services
Understanding of investment products and institutional client dynamics
Experience with competitive analysis and investment management pricing
Robust quantitative, analytical, written, and verbal communication skills
Bachelor's degree required; MBA, CFA, or CAIA progress advantageous
Apply investment fluency, pricing analysis, and commercial communication to strengthen product positioning and revenue strategy across channels.

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📌 Senior Investment Product Marketer (Ontario)
🏢 PTMA Financial Solutions
📍 Ontario