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fintech product marketing distribution advisors rias📋 Description
- Own product marketing strategy for Forge’s Intermediaries offerings.
- Define positioning, messaging, and go-to-market plans for advisors and UHNW clients.
- Partner with product management and distribution to shape roadmaps and requirements.
- Drive go-to-market for intermediary products, platform integrations, and distribution.
- Develop intermediary and client insights via research and advisor feedback.
- Craft compelling narratives that articulate Forge’s value to advisors and UHNW clients.
🎯 Requirements
- 8–10+ years in fintech/wealth/financial services; experience with advisors, RIAs, UHNW clients preferred.
- B2B/B2B2C product marketing experience; proven adoption through partners.
- Advisor-centric storyteller; distill complex private-market concepts into clear narratives.
- Strong understanding of wealth platforms and advisor workflows; data-driven product sense.
- Influential cross-functional partner; align across product, partnerships, sales, and compliance.
- Strong executive presence; polished communicator with advisors and partners.
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