Develop the product marketing strategy and narrative for a digital platform serving investment bankers. Create positioning, persona-based messaging, executive decks, one-pagers, demos, internal communications, and video direction. Translate complex AI and workflow capabilities into compelling adoption materials, synthesize competitive insights, define launch and pilot strategies, and align Product, Design, Engineering, AI, and leadership around a consistent story.
Key responsibilities
- North Star Narrative (2-page): Create a concise, banker-friendly narrative that articulates what the platform solves, why now, and the immediate value to bankers.
- Messaging & Positioning: Define positioning pillars (e.g., Preparedness, Relationship Intelligence, Workflow Acceleration, Secure Offline Mobility) and translate them into clear messaging for IB leadership and banker audiences.
- Persona-Based Storytelling: Tailor value propositions by persona:
- Senior bankers: “Prepared in seconds, guided throughout the day”
- Coverage: “Relationship clarity + sponsor signals”
- Origination: “Faster pitch prep + deal context”
- Juniors: “Execution acceleration + context library”
- Awareness & Adoption Assets: Produce a package of adoption materials:
- Executive briefing deck storyline (1–3 key slides)
- Banker-facing one-pager(s)
- Demo script and talk track
- Internal comms templates (launch email, FAQ, quick start)
- Video Narrative & Creative Direction: Partner with the Creative Lead/UX team to storyboard a short vision video that “brings the strategy to life” and shows the day-in-the-life experience (briefing → meeting prep → notes → follow-up).
- Competitive & Market Intelligence: Synthesize competitor/peer insights into crisp differentiation (e.g., cross-line visibility, prestige client discipline, offline-first workflows, agentic AI). Keep this lightweight and actionable.
- Launch Strategy: Define an internal activation plan with leadership sponsors (MD top-down push), pilot strategy, and success signals (“what makes bankers open the app daily”).
- Cross-Functional Alignment: Ensure consistent story across Product, Design, Engineering, AI, and stakeholders—so prototype, deck, and roadmap all reinforce the same narrative.
Must-have skillsets
- 7+ years in product marketing / marketing strategy / strategic communications for digital products (enterprise or highly regulated environments preferred).
- Proven ability to distill complex tech into simple, compelling, outcome-driven messaging.
- Experience creating executive narratives and materials for senior leadership audiences.
- Strong understanding of user adoption levers (behavior change, value framing, internal comms, pilot rollouts).
- Comfortable partnering with product/design/engineering to align story to real capabilities and timelines.
- Excellent writing, storytelling, and presentation skills.
Nice-to-have
- Financial services / Investment Banking familiarity (coverage model, client lifecycle, deal motions).
- Experience launching mobile; desktop products and/or tools for client-facing roles.
- Experience with AI product storytelling (briefing, summarization, signal generation) and responsible AI messaging.
Compensation, Benefits and Duration
Minimum Compensation: USD 56,000
Maximum Compensation: USD 197,000
Compensation is based on actual experience and qualifications of the candidate. The above is a reasonable and a good faith estimate for the role.
Medical, vision, and dental benefits, 401k retirement plan, variable pay/incentives, paid time off, and paid holidays are available for full-time employees.
This position is not available for independent contractors
No applications will be considered if received more than 120 days after the date of this post
Similar Jobs
AdTech • Agency • Artificial Intelligence • Digital Media • Marketing Tech • Social Media • PropTech
Manage strategically complex client relationships and portfolios, owning retention, expansion, and cross-channel digital marketing strategy. Lead quarterly business presentations, deliver data-backed recommendations, coordinate internal teams, and act as a Fiona platform expert. Drive departmental initiatives, process improvements, product feedback, client onboarding, and mentorship for Account Managers and Coordinators. Success is measured through retention, client satisfaction, response times, reporting accuracy, expansion, revenue growth, and team development.
Top Skills:
AIDisplay AdvertisingEmail MarketingFionaGeofencingNative AdvertisingOrganic SocialPaid SearchPaid SocialReputation ManagementSeo
Cloud • Fintech • Information Technology • Machine Learning • Software
Support Xero’s partner sales channel by guiding accounting and bookkeeping practices through onboarding, data migration, software implementation, and activation. Deliver one-on-one and group training on Xero and related products, manage stakeholder expectations, schedule virtual and on-site sessions, maintain Salesforce records, and create self-service resources. The role requires frequent travel to partner practices and strong accounting, communication, presentation, and relationship-building skills.
Top Skills:
Advance TrackCloud Accounting PlatformsGmtHubdocJet ConvertMelioSaaSSalesforce CRMSyftXeroXero Payroll
Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Manage a team of Customer Success Managers, enhancing customer experiences and driving business value, while developing long-term strategies and advocating for customer needs.
Top Skills:
Enterprise SaasGainsight
What you need to know about the Colorado Tech Scene
With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute
