Senior Asset Management Product Strategist (Ontario)

Senior Asset Management Product Strategist (Ontario)

09 Nov
|
PTMA Financial Solutions
|
Ontario

09 Nov

PTMA Financial Solutions

Ontario

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.

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

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