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 (Prince Edward Island)
🏢 PTMA Financial Solutions
📍 Prince Edward Island