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.

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