Product Marketing Manager

At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. 

What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do. 

We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management. 

As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. Join us, and be part of a company that's not only moving fast—but making it count. 

This role is hybrid, requiring three days per week onsite in our Needham, MA headquarters.  

As a Product Marketing Manager at Advisor360°, you will craft and deliver compelling messaging that connects our platform’s capabilities to the executive and advisor audience in wealth management. Your work will support both client acquisition and retention, aligning assets, campaigns, and go-to-market strategies with business objectives and market needs .

Here’s What You’ll Do: 

• As a member of the Product Marketing team, you will focus on Advisor360°’s AI solutions.
• Position our AI solutions for growth: Develop compelling messaging and positioning for Advisor360°’s AI-driven product line, differentiating it in the fintech and wealthtech market.
• Own the narrative for our AI innovation: Craft go-to-market stories that highlight how our AI capabilities transform advisor workflows and client engagement.
• Drive AI product positioning: Establish a clear, competitive identity for our AI technology within the wealthtech ecosystem, elevating Advisor360°’s reputation as a leader in applied AI.
• Know our customer and market inside-out: Conduct market research, competitive analysis, and customer interviews to inform product positioning, pricing, and roadmap priorities.
• Drive go-to-market strategy: Partner with Product Management, Sales, and Customer Success to plan, launch, and promote new features, product updates, and strategic initiatives.
• Create impactful sales enablement tools: Build product collateral, presentations, playbooks, and case studies to equip our go-to-market teams with the resources they need to drive adoption and revenue.
• Champion the customer voice: Represent the perspective of our clients and prospects internally, influencing product direction and marketing campaigns.
• Measure and optimize: Track the performance of product marketing initiatives, ensuring continuous improvement in engagement, pipeline contribution, and revenue impact.

What You Bring to the Table: 

• 4–6 years of product marketing experience in B2B SaaS, preferably in fintech, wealthtech, or financial services technology.
• Proven ability to develop clear, differentiated messaging and positioning for emerging technologies such as AI/ML-driven solutions.
• Experience collaborating with product, sales, and marketing teams on go-to-market plans for new or early-stage products.
• Strong storytelling skills with the ability to translate complex technical capabilities—especially AI-powered features—into clear customer value.
• Analytical mindset with experience using data to measure and improve campaign performance.
• Excellent written, verbal, and presentation skills.
• Comfort operating in a fast-paced, high-growth environment with shifting priorities.

Why You’ll Love Working With Us: 

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect:  

The estimated base salary range for this position is $152,500-$172,000 + bonus & equity.

Advisor360° provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications. Additionally, Advisor360° leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360° reserves the right to modify this information at any time, subject to applicable law.

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.  

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.

While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time.

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.