Senior Asset Management Product Strategist (Quinte West)

Senior Asset Management Product Strategist (Quinte West)

08 Nov
|
PTMA Financial Solutions
|
Quinte West

08 Nov

PTMA Financial Solutions

Quinte West

Turn complex investment strategies into transparent commercial narratives while supporting sales enablement and client growth from Naperville or Denver.

As Senior Product Marketer, you will serve as a product subject matter expert across investment, sales, marketing, and finance teams. Your work includes developing value propositions, translating investment concepts, supporting RFPs and DDQs, and aligning commercial messaging with current portfolio positioning. The role also supports product launches and go-to-market execution.

Key Responsibilities:

- Develop product messaging, value propositions, and investment narratives
- Translate complex strategies into client-appropriate language
- Review pitch books, one-pagers, DDQs, and website content
- Support product launches with cross-functional commercial readiness




- Provide sales training, talking points, and competitive frameworks

Requirements:

- Five-plus years in asset management, financial services, or related roles
- Investment fluency for credible portfolio manager engagement
- Experience supporting product development or launch processes
- Ability to build relationships across investment, sales, marketing, and finance
- Bachelor's degree required; MBA or CFA or CAIA progress welcomed

Bring investment fluency, clear communication, and cross-functional collaboration to strengthen asset management product stories and sales support.

📌 Senior Asset Management Product Strategist (Quinte West)
🏢 PTMA Financial Solutions
📍 Quinte West

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