What are the responsibilities and job description for the Product Marketing Manager position at Wealth Access?
Location: Nashville, TN (On-site)
Employment Type: Full-time
The Role
We’re seeking an enthusiastic and proactive Product Marketing Manager to drive go-to-market success and lead major initiatives, including the launch of our new platform. You’ll work closely with Product, Engineering, Client Success, Sales, and Marketing to ensure our products are positioned effectively, resonate with target audiences, and contribute to business objectives. This role is ideal for someone with 3–5 years of experience who enjoys working tactically, executing strategies, and collaborating cross-functionally to support product launches, customer education, and ongoing market analysis.
What You'll Do
Wealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences. Financial institutions often face the challenge of fragmented, legacy systems that make it difficult to connect trust, brokerage, retail, and commercial banking data. Our platform solves this by integrating data into one secure, portable client record, making it accessible across the enterprise. This unified view powers wealth, digital banking, CRM, and analytics ecosystems—helping institutions accelerate digital transformation, improve advisor productivity, and drive growth in deposits and investments. Wealth Access partners with top financial institutions and technology providers to power millions of client interactions every month.
Employment Type: Full-time
The Role
We’re seeking an enthusiastic and proactive Product Marketing Manager to drive go-to-market success and lead major initiatives, including the launch of our new platform. You’ll work closely with Product, Engineering, Client Success, Sales, and Marketing to ensure our products are positioned effectively, resonate with target audiences, and contribute to business objectives. This role is ideal for someone with 3–5 years of experience who enjoys working tactically, executing strategies, and collaborating cross-functionally to support product launches, customer education, and ongoing market analysis.
What You'll Do
- Conduct market research to understand audience needs, industry trends, and competitor positioning.
- Develop and refine product positioning and messaging for multiple personas and segments.
- Create and execute go-to-market plans for product launches.
- Build sales enablement materials, presentations, and competitive intelligence resources.
- Develop educational content and onboarding resources to drive adoption.
- Collect and analyze customer feedback to inform product improvements and messaging.
- Track and analyze marketing initiatives to optimize performance.
- Collaborate across teams to ensure alignment on messaging, positioning, and product initiatives.
- Identify opportunities to apply AI for content creation, competitive analysis, and campaign optimization.
- A self-starter with experience in B2B SaaS or FinTech product marketing.
- Skilled in messaging, positioning, and go-to-market strategy.
- Strong communicator with the ability to create compelling content for multiple audiences.
- Detail-oriented with strong project management skills.
- Practical understanding of AI tools to improve marketing efficiency and insights.
- Based in the Nashville metropolitan area and committed to an on-site presence.
- Experience using AI-driven tools for competitive analysis, content generation, or campaign optimization.
- Be a key part of a collaborative, mission-driven marketing team.
- Gain experience across product launches, sales enablement, and market strategy.
- Learn how marketing drives measurable impact at a fast-growing fintech company.
- Competitive salary, benefits, and opportunities to grow your career.
- Lead with Insight
- Put People First
- Win Together
- Compensation includes a competitive base salary, performance-based bonus, and comprehensive benefits. The final package will reflect experience, qualifications, and market conditions.
Wealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences. Financial institutions often face the challenge of fragmented, legacy systems that make it difficult to connect trust, brokerage, retail, and commercial banking data. Our platform solves this by integrating data into one secure, portable client record, making it accessible across the enterprise. This unified view powers wealth, digital banking, CRM, and analytics ecosystems—helping institutions accelerate digital transformation, improve advisor productivity, and drive growth in deposits and investments. Wealth Access partners with top financial institutions and technology providers to power millions of client interactions every month.