Position : Director of Product Marketing

Location: Chicago, IL

In Office Requirement: 1 day per week

The Company:

Building and executing a great investment strategy shouldn’t require a PhD, nor a million dollar budget. It should be simple. The wealth management industry is rapidly evolving, and tech solutions like YCharts pave the way for advisors and planners to scale their businesses.

YCharts enables its customers to make smarter investment decisions and better communicate with their prospects and clients. Our cloud-based software provides investment advisors, wealth managers, asset managers and retail investors with powerful research tools, comprehensive data, compelling visuals, and customizable sales collateral.

Thanks to our best-in-breed software and unparalleled support, YCharts has transitioned from a fintech startup to a thriving growth company in the burgeoning “wealth-tech” space. YCharts proudly services industry-leading names such as WealthManagement.com, Seeking Alpha, TD Ameritrade, Fidelity, Charles Schwab, The Wall Street Journal, Morgan Stanley, and Wells Fargo.

The Position:

We are seeking a Director of Product Marketing with a tremendous work ethic and knowledge of the wealth management industry. Working alongside the marketing, product management, sales and customer success teams, you’ll be responsible for crafting the go-to-market strategy, and creating the product messaging and sales enablement materials that will help drive YCharts’ growth. You will lead a growing team of product marketers focused on creating content to excite and educate current customers, drive demand, generate leads, and influence the sales pipeline for new prospects and expansion opportunities at existing clients.

What You’ll Be Doing:

• Lead a team of 3 Product Marketers
• Own YCharts product positioning and messaging, content development and sales enablement
• Fuel the organization with conversion-oriented sales enablement content for all parts of the sales funnel
• Strengthen our competitive positioning by conducting regular market research and competitive analysis to identify market trends, customer needs, and competitor strategies. Utilize insights to differentiate our product, refine messaging, and capitalize on market opportunities.
• Be the voice of the customer. Conduct surveys and focus groups to gauge satisfaction levels, product preferences, and pain points. Use insights gathered to refine messaging, product positioning, and feature development to better meet customer needs.
• Host webinars and other content-driven videos; connecting new product features & capabilities to compelling webinar topics and talking points
• Oversee thought leadership pieces (surveys, decks, white papers, etc.) that position YCharts as a knowledgeable and trusted authority in the wealth management industry

Qualifications and Skills:

• BS in Marketing, Finance or Economics
• Minimum of 6 years of relevant domain-related work experience
• Experience leading a team
• Desire and comfort in communicating with clients
• Demonstrated knowledge and passion for investing, economics, and/or personal finance
• Strong business and creative writing skills/storytelling skills with exceptional attention to detail
• Data-driven and conversion-oriented.
• Proven process management skills with the ability to design, implement, and optimize, ensuring streamlined workflows, improved efficiency, and consistently delivering high-quality outcomes
• Proficiency in YCharts is a big plus

Why YCharts?

• Opportunity to work in a fast-growing fintech company that is shaping the future of investment research and data analytics.
• Collaborative and inclusive work environment that encourages creativity and innovation.

Awards and Accolades:

• 7x Inc. 5000 “Fastest Growing Companies”
• American Banker's "Best Fintechs to Work For"
• Built in Chicago’s “Best Places to Work” and “Best Small Company to Work For”
• Inc.’s “Best Places to Work”
• Inc.’s “Top Regionals: Midwest”
• Crain's "Best Places to Work in Chicago"
• InvestmentNews' "Biggest Fintech Innovations"
• Technology Tools for Today & Inside Information’s “Top Tool Advisors Are Thinking About Adding”
• Kitces Report’s “Investment Data” market leader, #1 most-adopted in the last year, #2 in market share
• Business Intelligent Group’s “Best Places to Work”
• Hired’s “Top Employers Winning Tech Talent”

Perks & Rec:

• Chicago (River North) & NY (Chelsea) offices with flexible remote options
• 100% Employer-covered medical, dental & vision insurance
• Flexible Spending Accounts (Healthcare and Dependent Care)
• 401(k) match
• Paid parental leave
• Discounted Pet Insurance
• Great Work/Life Balance: Generous PTO including Vacation Days, Paid Holidays, Sick Days, and “Celebration Days”
• DEI commitment
• Continued education annual stipend
• Opportunity to join committees (YCollective, Women at YCharts, and more!)
• Summer hours— we head out early during the warm months!

In-Office Perks:

• Weekly Grubhub credits for in-office lunches
• Rotating selection of high-quality coffees
• Craft beer, kombucha, and cold brew on tap
• Snacks and drinks to get you through the day
• Opportunity to join team leagues like kickball
• Fun company outings including an annual celebration in Chicago!

YCharts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

At YCharts, we feel strongly that respect and inclusion are essential ingredients for creativity, innovation, and success. While we know there’s more work to be done to advance diversity and inclusion, we’re proud of our success thus far and excited for the journey to come.