Product Marketing Manager
Location: Chicago, Hybrid
About Halo:
Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with employees worldwide, we’re on a mission to change the world by democratizing access to investment solutions that were previously unavailable to most investors.
Named by Fast Company among the Top 10 Most Innovative FinTech Companies, Halo is the first independent, multi-issuer platform for defined outcome investing. Halo Investing gives financial intermediaries, wealth managers and RIA’s access to structured notes, annuities and other protective investment solutions.
At Halo, we’ve balanced growth with a strong company culture to create a uniquely motivated, dynamic, and proactive team where we value collaboration, communication, and passion!
About the Role:
The Product Marketing Manager will own the end-to-end product marketing strategy for Halo Investing’s platform and investment solutions, driving adoption, engagement, and differentiation across the wealth management ecosystem.
This role combines strategic leadership and hands-on execution, bridging Product, Sales, and Marketing to translate complex investment offerings into clear, compelling value for financial advisors, enterprises, and investors. You will oversee product launches, positioning, and enablement—while advancing Halo’s AI-driven marketing practices to make campaigns, content, and insights more intelligent, efficient, and scalable.
The ideal candidate is both a strategic thinker and a tactical executor: equally comfortable shaping the go-to-market strategy as they are building the deck, writing the brief, or running the analysis.
Key Responsibilities:
- End-to-End Product Marketing Strategy: Define, own, and execute the overarching product marketing strategy, including competitive positioning, market analysis, and go-to-market plans for all solutions. Prioritize initiatives in collaboration with Product, Sales, and Leadership to align with critical business growth objectives.
- Go-to-Market & Launch Leadership: Lead the strategic planning and execution of all product launches, setting the success metrics and managing the cross-functional dependencies to ensure flawless, high-impact rollouts.
- Core Positioning & Narrative Ownership: Own the core messaging frameworks and value propositions for all target audiences (advisors, enterprises, investors). Ensure consistency and differentiation across all internal and external assets, partnering with leadership to evolve Halo’s positioning as the platform scales.
- Strategic Intelligence: Act as Halo’s internal expert on market dynamics, customer needs, and competitor strategies. Synthesize intelligence (leveraging AI-powered tools) to influence product roadmap, pricing, and key messaging decisions.
- Sales & Enablement Strategy: Develop the strategic vision for sales enablement, ensuring sales and relationship teams are equipped with high-impact tools and messaging. Drive the integration of AI and analytics to personalize outreach and significantly improve sales productivity.
- AI Strategy & Innovation: Lead the integration of AI within the product marketing function. Identify, test, and scale use cases that enhance content creation, improve go-to-market speed, and modernize workflows.
- KPI Ownership & Reporting: Define and track the key performance indicators (KPIs) for all launches, campaigns, and enablement efforts. Provide strategic reports and actionable recommendations to the Executive Team and Revenue Leadership.
Qualifications:
- The ideal candidate has 9+ years of B2B marketing experience, ideally within fintech, wealth management, or financial technology.
- Proven success owning and executing full product marketing strategies and go-to-market plans in complex, regulated industries.
- Deep understanding of advisor and institutional distribution models, with experience simplifying complex financial solutions into clear narratives.
- Demonstrated ability to balance strategy and execution — from developing positioning frameworks to building launch decks and content.
- Strong experience managing cross-functional teams, freelancers, and agencies.
- Passion for AI adoption and innovation, with hands-on experience leveraging AI for market insights, content creation, or campaign optimization.
- Excellent communication and storytelling skills; able to influence across functions and seniority levels.
- Proficient in Salesforce, HubSpot, and presentation tools (PowerPoint, Google Slides).
- Highly organized, analytical, and comfortable operating in a fast-paced, entrepreneurial environment.
Halo's Benefits and Compensation:
This is a great opportunity with a company that values and rewards its employees. Halo offers a competitive package of benefits and compensation that will make your work life both fulfilling and enjoyable.
- This is a Chicago-based hybrid role, working 3 days/week in our downtown Chicago office.
- Work with a great team in an exciting work environment
- Competitive compensation package: base salary of $95,000-$130,000, plus bonus compensation based on personal and business objectives. (Please note: Salary data is a general guideline. Halo’s salaries are based on candidate skills and experience.)
- Comprehensive benefits including medical, dental, vision insurance, life & disability, etc.
- Multiple voluntary benefits: identity protection, pet insurance, accident insurance and more!
- Flexible PTO policy
- 401k program to help build wealth for the future
- Paid parental leave to bond with your new addition
- Chicago-based employees have access to a company-paid, on-site gym, happy hours, and ad-hoc outings and activities like sports teams, volunteer events and more!
Halo values diversity and inclusion, and we are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristics protected by federal, state, or local laws, regulations, or ordinances. If you need assistance or accommodation due to a disability or special need when applying for a role or during our recruitment process, please speak with our recruiter or contact us at: [email protected]
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What We Do
Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with employees worldwide, we’re on a mission to change the world by democratizing access to investment solutions that were previously unavailable to most investors. Our marketplace connects financial advisors and investors to protective investment products – including structured notes and annuities – offered by leading global financial institutions.
Why Work With Us
Joining Halo presents the opportunity to generate a significant impact on the growth of the company and the lives of investors globally. We are a group of visionary leaders with a track record of success. We want to change the world and stand by the phrase "impact before profit."
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Halo Investing Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Halo values both in-person collaboration and flexibility to work from home. At our Chicago office, we offer employees a hybrid work environment, with three days in the office and two days remote
