Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
Who Are We Looking For?
We are looking for a Sr. Product Marketing Manager to be a key piece of the marketing organization. This role will ensure we build out the materials and tactics to support our expanding business. With each new product launch or partnership, our sales team requires a suite of promotional materials and thoughtful content that drives awareness, understanding, and intent. A successful candidate will be charged with the ideation and creation of these materials, along with engaging marketing programs that inspire our target audience and ultimately increase revenue.
An ideal candidate has in-depth knowledge of the financial services market, including an understanding of the retirement plan space, and how to best introduce new products to key constituents. They also have experience leading a team to proven results. S/he should have an excellent command of the written word and a solid understanding of the techniques needed to create a marketing communication sequence that leads to sales. Perhaps more importantly, all candidates should count detail oriented, articulate, efficient, and creative amongst their most valuable assets. Last, but certainly not least, the person we hire must embody an entrepreneurial spirit and be driven by the fast paced, challenging, and collaborative environment of a growing start-up.
What Will You Be Doing?
Day-to-day you will be expected to:
- Strategize on priority focus areas that can make biggest positive impact
- Developing new product positioning to effectively articulate and differentiate our value proposition
- Ensure direct reports are aligned to deliver on broader marketing and ccompany objectives
- Strategizing and planning the launch of new products and working cross-functionally for a coordinated effort
- Building the tools and tactics needed to effectively introduce new products and partnerships to market through tools such as presentations, collateral, and internal communications
- Collaborating with marketing team to successfully communicate releases and drive demand generation around new product development
- Supporting sales through trainings and enablement tools that foster a deep understanding of what they’re selling
- Develop strong market intelligence so that you understand the market and buyer behavior through sales insight, market research and competitive analysis. Bring relevant information to the appropriate product, sales and leadership teams
Requirements
The Necessities:
- 5+ years of B2B product marketing experience
- Experience managing and leading a team
- A deep understanding of the financial services industry and retirement plan market
- Experience in branding, communications strategy, partnerships, and product development
- A constant drive to improve middle-of-the-funnel lead generation
- Outstanding verbal and written communication skills
- A demonstrated start-up mentality with the ability to operate in a collaborative team environment and adapt effectively to changing business priorities/strategies
- Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges daily!
This role will be based in the New York City office, and will be part of Vestwell's hybrid in-office operation.
The expected base salary range for this position is $120K - $135K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
OUR BENEFITS
We’re an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan!
OUR PROCESS
It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.
For your awareness you will only receive correspondence from [email protected] any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
Skills Required
- 5+ years of B2B product marketing experience
- Experience managing and leading a team
- A deep understanding of the financial services industry and retirement plan market
- Experience in branding, communications strategy, partnerships, and product development
- Outstanding verbal and written communication skills
What We Do
Vestwell is a financial technology company that makes it easier for more individuals to save for life’s most important moments—from retirement to education and healthcare. Founded in 2016, Vestwell’s platform removes traditional barriers to saving, making it accessible, efficient, and approachable for everyone. Vestwell provides a comprehensive suite of workplace savings solutions, including retirement plans, student loan repayment benefits, and specialized accounts for education, emergencies, and disability savings. Trusted by financial advisors, employers, payroll providers, financial institutions, and government agencies, Vestwell empowers nearly 1.5 million savers across over 350,000 businesses nationwide, with over $35 billion in assets saved across all 50 states. With a commitment to closing the savings gap and fostering a secure financial future for all, Vestwell provides an elevated and accessible savings technology everyone deserves. Recognized among CNBC’s World’s Top Fintech Companies, the Inc. 5000 list of fastest-growing companies, Forbes America’s Best Startup Employers, WealthManagement.com’s Retirement Plan Advisor Support Award, Built In’s Best Places to Work, and PLANSPONSOR’s Top 10 Recordkeepers, Vestwell continues to set the standard for innovation and impact in the savings industry.
Why Work With Us
Vestwell is powered by a team of passionate problem-solvers building the future of accessible savings. Supported by top fintech investors, we’re tackling a complex challenge with collaboration, innovation, and purpose at every step.
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