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financial services gtm sales enablement model portfolios etfs📋 Description
- Productize SWIM strategies into client-ready narratives.
- Build B2B2C marketing to drive advisor adoption and client collateral.
- Lead GTM for ancillary services like Financial Planning and Tax.
- Create sales enablement assets: decks, one-pagers, battle cards.
- Create scalable content frameworks for rapid product launches.
- Lead market positioning for advisor-focused investment solutions.
🎯 Requirements
- 5+ years product marketing in asset management, wealth management, or financial services.
- Deep understanding of ETFs, SMAs, mutual funds, and alternatives.
- Distill complex financial concepts into client-ready stories for advisors and investors.
- Experience building GTM strategies that drive adoption via advisor partners and end clients.
- Proven track record with investment, sales, and client success teams.
- Strong written and verbal skills with institutional-quality output.
🎁 Benefits
- Competitive salary and equity package
- Unlimited PTO and paid holidays
- Comprehensive medical, dental, and vision plans
- 401(k), commuter benefits, and HSA/FSA plans
- NYC office in Manhattan
- Lunch and snacks provided in the office
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