Senior Marketer (Canada)

Senior Marketer (Canada)

02 Nov
|
PTMA Financial Solutions
|
Canada

02 Nov

PTMA Financial Solutions

Canada

We are seeking a Senior Product Marketer to translate the firm's investment strategies and financial products into clear, compelling commercial insights that help sales, field marketing, and account management win and retain client relationships. Working closely with the Director of Product Management, the Senior Product Marketer will support revenue strategy and commercial outcomes by helping ensure the firm's products are positioned, priced, and communicated effectively in the market. Competitive Intelligence & Market Analysis Conduct ongoing competitive analysis across the firm's product set, including peer manager comparisons, fee benchmarking, performance positioning, and product differentiation Monitor industry trends, regulatory developments, and market dynamics that affect product positioning or competitive standing Synthesize competitive intelligence into actionable insights for the sales organization to use in sales conversations, RFPs, and client meetings Maintain a structured competitive database and scoring framework for key products and strategies Support the pricing strategy for the firm's investment products, helping ensure fee structures are competitive, sustainable, and aligned with client segment economics Conduct regular pricing reviews, benchmarking the firm's fees against peer managers and industry data sources Provide analysis to support fee concession frameworks and breakpoint schedules in collaboration with sales leadership Translate investment team product pipeline and capacity constraints into commercial opportunity sizing Provide input to annual planning and budgeting cycles with data-driven revenue forecasts by product and channel Track and report on revenue performance relative to goals, surfacing risks and opportunities to the Director of Product Management and senior leadership Note: Final content creation and production reside with the Field Marketing function.



The Senior Product Marketer provides subject matter expertise and product input. Serve as a key product subject matter expert, ensuring factual accuracy, a consistent investment narrative, and appropriate positioning across collateral Review product-related content produced by field marketing, including pitch books, one-pagers, DDQ responses, and website content Translate complex investment concepts and strategies into transparent, client-appropriate language Support RFP/DDQ processes by providing standard product language, performance context, and positioning guidance Partner with portfolio managers and analysts to ensure commercial messaging reflects current investment positioning and conviction Support product launch processes from commercial readiness through go-to-market execution, in coordination with legal, compliance, operations, and sales Provide sales enablement support, including training, talking points, and competitive response frameworks for the field team Connects investment product realities to commercial strategy and market opportunity Commercial Acumen: Builds trust and alignment across Investment, Sales, Marketing, and Finance teams Data-driven approach to pricing, competitive analysis, and revenue modeling Ability to work cross-functionally and build strong relationships across investment, sales, marketing, and finance teams 5+ years of experience in asset management or financial services, including time in product management, product marketing, investment consulting, or a related commercial role Solid understanding of investment products and the client and channel dynamics of institutional and public-sector investors Demonstrated experience with competitive analysis and fee/pricing work within an investment management context Exposure to product development or product launch processes within asset management Bachelor's degree required; MBA or progress toward the CFA or CAIA a plus Must be able to work at a computer for long periods of time.

📌 Senior Marketer (Canada)
🏢 PTMA Financial Solutions
📍 Canada

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