[Remote] Senior Product Marketing Manager - UHNW & Complex

Note: The job is a remote job and is open to candidates in USA. Ren is a company focused on sophisticated philanthropic opportunities and complex asset strategies, and they are seeking a Senior Product Marketing Manager to lead strategic positioning and growth initiatives. This role requires a high degree of independence and ownership in shaping go-to-market strategies for advanced charitable planning, as well as collaborating closely with various teams to drive high-value opportunities.

Responsibilities

• Own positioning and messaging for sophisticated charitable planning and complex asset strategies
• Develop scalable playbooks, case studies, and frameworks for advanced advisor conversations
• Support strategic initiatives related to founders, liquidity events, concentrated positions, alternatives, and private business interests
• Help advisors and enterprise partners identify, position, and advance complex philanthropic opportunities
• Develop high-impact, advisor-facing materials that simplify advanced planning concepts into actionable insights
• Influence how UHNW and family office opportunities are integrated into advisor workflows and client strategies
• Partner with business development and enterprise teams to influence and accelerate high-value opportunities
• Shape and contribute to thought leadership in advanced philanthropy and UHNW strategy
• Proactively identify market trends and translate them into actionable growth initiatives
• Collaborate with Product Marketing, Enterprise teams, Charitable Strategists, Product, and business leaders
• Act as a connector across teams to align messaging, strategy, and execution
• Influence product and go-to-market strategy through deep understanding of advisor and partner needs
• Synthesize market, advisor, and partner insights to inform strategy and positioning
• Identify patterns, gaps, and friction points in advisor engagement and opportunity development
• Translate insights into refined messaging, playbooks, and activation strategies
• Establish feedback loops to continuously improve advisor experience and growth outcomes
• Leverage AI to enhance speed, scale, and effectiveness of marketing and enablement initiatives
• Utilize AI-driven insights to identify UHNW advisor behaviors, opportunity signals, and engagement patterns
• Design scalable personalization strategies for advisor and enterprise communications using AI tools

Skills

• Bachelor's degree in Marketing, Business, Finance, or related field (MBA preferred)
• 5–8+ years of experience in product marketing, wealth management, financial services, or philanthropic strategy
• Strong understanding of UHNW client dynamics, complex assets, and advanced charitable planning strategies
• Proven ability to translate complex financial and philanthropic concepts into compelling narratives and scalable programs
• Demonstrated experience influencing cross-functional stakeholders and driving strategic initiatives
• Strong analytical, strategic thinking, and communication skills
• Experience working with enterprise partners or large institutional clients
• Familiarity with AI tools and data-driven marketing approaches
• Experience in fintech, wealth management, philanthropy, or donor-advised fund ecosystems

Company Overview