Portfolio Marketing Manager

Reposted 10 Hours Ago
Be an Early Applicant
2 Locations
In-Office
Mid level
Fintech • Payments • Financial Services
The Role
The Portfolio Marketing Manager will lead go-to-market strategies, develop messaging for fintech solutions, and support sales enablement to drive product adoption.
Summary Generated by Built In

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

About the Role

We’re looking for a commercially minded and execution-focused Product Marketing Manager to join our Portfolio Marketing team. This role will be instrumental in driving go-to-market (GTM) strategy, positioning, and messaging for our Fintech and digital platforms across the financial services ecosystem. You’ll work closely with product owners, demand generation, sales, and client relationship teams to ensure our fintech solutions are clearly articulated, competitively positioned, and effectively adopted in the market.

This role supports the Group’s broader fintech strategy and will play an important role in contributing to the businesses transition in messaging to a ‘digital-first innovator’ in our space.

Key Responsibilities

  • Go-to-Market Planning:
    Lead GTM planning for new product launches and newly acquired Fintech products alongside Product teams – produce a GTM pack to serve as the basis of all outbound activity across sales, marketing and CRM teams.
  • Messaging & Positioning:
    Develop differentiated messaging frameworks and value propositions tailored to buyer personas across the fintech lifecycle. 
  • Sales Enablement:
    Create and maintain sales collateral, pitch decks, battlecards, and training materials to support Client facing and sales teams. Collaborate with the Demand Marketing team to ensure alignment with campaign messaging. 
  • Market Intelligence:
    Extract ongoing competitor and market research from product team to inform positioning, pricing, and content strategy. Feed insights back into product roadmap discussions and campaign planning.
  • Campaign Collaboration:
    Partner with demand generation, content/comms and digital teams to provide the required information and collateral to develop integrated campaigns that drive awareness, engagement, and pipeline growth across fintech platforms 

Performance Tracking:
Define and report on key product marketing KPIs including engagement, adoption, retention, and influenced pipeline.

  • Customer Voice and Content:
    Be the information engine on Fintech solutions - act as the voice of the customer by gathering feedback, testimonials, and case studies from internal stakeholders to support the creation of thought leadership and product content for use across channels.

Required Experience and Skills

  • 3–5 years of experience in B2B product marketing in a SaaS or fintech business.
  • Strong understanding of the fintech landscape, including digital platforms, tokenisation, and regulatory considerations.
  • Good understanding of and strong interest in Fintech solutions such as blockchain, tokenization etc.
  • Proven ability to translate complex technical features into compelling, client-centric messaging.
  • Experience working in matrixed environments with cross-functional global teams across product, sales, and marketing.
  • Proficiency in using SaaS marketing tools such as CRM and SAM’s.
  • Strong written and verbal communication skills, with a focus on storytelling and clarity.
  • Familiarity with AI tools to streamline content creation and campaign execution.
  • Ability to work at pace and manage multiple projects concurrently.

Preferred Qualifications

  • Experience marketing to institutional investors, asset managers, or wealth platforms.
  • Knowledge of lifecycle marketing and buyer journey mapping.
  • Exposure to solution selling and segment-based GTM strategies.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Top Skills

Ai Tools
Blockchain
CRM
SaaS
Tokenization
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The Company
7,423 Employees

What We Do

We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world.

Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.

As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change

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