Wealth.com unifies estate and tax planning in one AI powered platform. Generate documents, analyze returns, & optimize client strategies with confidence. Backed by GV.
About the role
We are seeking a Senior Product Marketing Manager to join our growing Product Marketing team, reporting directly to the Director of Product Marketing. Product Marketing at Wealth.com sits within Product (not Marketing), and owns go-to-market strategy, positioning and messaging, sales enablement, lifecycle marketing, and product launches across our platform.
What they're looking for
- 5+ years of experience in product marketing, ideally within B2B SaaS
- Experience developing differentiated positioning and messaging frameworks, and translating complex product functionality into clear, compelling narratives for different audiences
- Hands-on email marketing execution experience, building, testing, and optimizing campaigns in platforms like Customer.io , HubSpot, or similar
- Data-driven approach to the role: comfortable defining and tracking launch effectiveness, feature adoption, and other GTM metrics, and using that data to inform decisions
- Demonstrated comfort using AI tools to work faster and more effectively, for research, content creation, competitive analysis, or campaign execution
- Experience building sales enablement content (battlecards, talk tracks, one-pagers) that sales teams actually use
More about this role
Wealth.com is the industry's leading advanced planning platform. Trusted by many of the largest names in global finance, Wealth.com combines proprietary AI with deep technical expertise to serve the needs of clients across the wealth spectrum. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.
Our team is fundamental to our standing as the leading wealth planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025.
We are seeking a Senior Product Marketing Manager to join our growing Product Marketing team, reporting directly to the Director of Product Marketing. Product Marketing at Wealth.com sits within Product (not Marketing), and owns go-to-market strategy, positioning and messaging, sales enablement, lifecycle marketing, and...
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