Product Marketing Manager

Field Activation Strategy:

• Develop strategies for advisor engagement through Charitable Strategists and partner-facing teams, identifying key opportunities like year-end giving and tax events.
• Equip field teams with talking points, emails, and presentations to turn conversations into action.

Advisor Campaigns & Programs:

• Build repeatable campaign frameworks encompassing emails, talking points, webinars, and follow-up sequences for deployment across partner channels.
• Design targeted programs around advisor opportunities to drive measurable engagement and adoption.

Content & Collaboration:

• Create simple, actionable materials like decks and one-pagers for use in live advisor interactions, maintaining a library of field-ready content.
• Partner closely with Charitable Strategists and Relationship Managers to support initiatives and ensure alignment between resources and field needs.

Insights & Feedback:

• Gather insights from advisor conversations to identify patterns and opportunities, refining messaging and programs accordingly.
• Feed insights back into product marketing, product development, and broader organizational strategy to enhance effectiveness.