---
title: 'Senior Product Marketing Manager at Wealth.com'
canonical: 'https://feeny.ai/job/senior-product-marketing-manager-wealth-com-new-york-x4xwysam1zqh'
type: 'job'
last_seen: '2026-09-08'
---

# Senior Product Marketing Manager at Wealth.com

- **Company:** Wealth.com
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-07-12
- **Last confirmed live:** 2026-09-08
- **Apply:** https://jobs.ashbyhq.com/wealth-com/d7bfaa50-b90b-4e39-95d8-2cb068204ad0

## Job description

## About Us

Wealth.com http://Wealth.com is the industry's leading advanced planning platform. Trusted by many of the largest names in global finance, Wealth.com http://Wealth.com combines proprietary AI with deep technical expertise to serve the needs of clients across the wealth spectrum. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com http://WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.

Our team is fundamental to our standing as the leading wealth planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com http://Wealth.com a truly enjoyable workplace. Wealth.com http://Wealth.com is proud to be certified as a Great Place to Work for 2025.

The Opportunity

We are seeking a Senior Product Marketing Manager to join our growing Product Marketing team, reporting directly to the Director of Product Marketing. Product Marketing at Wealth.com http://Wealth.com sits within Product (not Marketing), and owns go-to-market strategy, positioning and messaging, sales enablement, lifecycle marketing, and product launches across our platform.

In this role, you'll focus on our enterprise segment: the large institutions, RIAs, and wealth management firms that represent our most strategic clients. You'll own positioning and go-to-market strategy for this segment, lead launch execution for new features and products, and act as the connective tissue between Product, Sales, and Customer Success to make sure our enterprise clients understand and adopt what we build.

This is a hands-on role. You'll be expected to execute (not just strategize) across email campaigns, launch assets, sales enablement content, and competitive positioning, while increasingly leveraging AI tools to move faster and do more with a lean team.

## Key Responsibilities

- Own positioning, messaging, and go-to-market strategy for Wealth.com http://Wealth.com's product suite, with a growing focus on our enterprise segment as you ramp into the role
- Lead end-to-end product launches from positioning and messaging to internal enablement and external communications
- Partner cross-functionally with Product, Sales, and Customer Success to ensure new features and products land clearly with enterprise clients and drive adoption
- Build and execute lifecycle and email marketing campaigns that support activation, adoption, and retention across the client journey
- Develop and maintain sales enablement assets (competitive battlecards, talk tracks, and collateral) that help our sales and CS teams win and grow enterprise accounts
- Conduct competitive analysis and voice-of-customer research to sharpen positioning and inform roadmap and GTM decisions
- Leverage AI tools to accelerate research, content development, and campaign execution, continuously looking for ways to do more with a lean team
- Represent the voice of the enterprise customer internally, ensuring their needs and feedback shape both product and go-to-market strategy

## Qualifications

- 5+ years of experience in product marketing, ideally within B2B SaaS
- Experience developing differentiated positioning and messaging frameworks, and translating complex product functionality into clear, compelling narratives for different audiences
- Hands-on email marketing execution experience, building, testing, and optimizing campaigns in platforms like Customer.io http://Customer.io, HubSpot, or similar
- Data-driven approach to the role: comfortable defining and tracking launch effectiveness, feature adoption, and other GTM metrics, and using that data to inform decisions
- Demonstrated comfort using AI tools to work faster and more effectively, for research, content creation, competitive analysis, or campaign execution
- Experience building sales enablement content (battlecards, talk tracks, one-pagers) that sales teams actually use
- Comfortable owning work end-to-end, from strategy through hands-on execution, managing multiple concurrent launches and competing deadlines in a lean, fast-moving team

## Preferred Qualifications

- B2B SaaS product marketing experience
- Experience conducting customer or market research, including win/loss analysis, customer interviews, or voice-of-customer synthesis, to inform positioning and roadmap decisions
- Experience marketing in a regulated industry, with comfort navigating compliance and legal review processes
- Customer marketing experience, building case studies, testimonials, or customer stories to support sales
- Experience with platforms such as Customer.io http://Customer.io, Userpilot, and data/analytics platforms (e.g., Omni)
- Graphic design skills or experience (Figma, Canva, or similar)
- Experience in financial services, wealth management, or estate planning is a significant plus

## Benefits & Perks

- Competitive salary.
- Hybrid work arrangement in New York City, San Francisco, or Phoenix (3x a week)
- Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
- 100% company-paid basic life insurance, short-term and long-term disability insurance.
- 100% paid parental leave upon eligibility.
- Company equity managed through Carta.
- 401k with match and 100% vesting upon hire.
- Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
- Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
- Free estate planning for life!

Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.

## About Wealth.com

## Company Overview
- **One-liner**: Wealth.com is an AI-powered estate and tax planning platform that enables financial advisors to deliver scalable, proactive planning to their clients.
- **Entity Type**: Private (backed by leading institutional investors including Google Ventures, Charles Schwab, and Citi)
- **Headquarters**: Tempe, Arizona, USA (with additional offices in New York City and San Francisco)
- **Founded**: 2020 (founded after Rei Carvalho sold Emailage to LexisNexis)
- **Founders**: Rei Carvalho (Co-Founder & Executive Chairman), Rafael Loureiro (CEO), Tim White (Co-Founder)

## Core Business
- **Primary industry/industries**: Financial Services – Estate Planning & Tax Planning Software
- **Target customers**: B2B – Financial advisors, wealth managers, private banks, broker-dealers, and RIAs serving mass affluent to ultra-high-net-worth clients
- **Mission or purpose**: “Remove the complexity from estate planning and give families, and the advisors who serve them, the clarity and confidence to plan for every tomorrow.” [wealth.com](https://www.wealth.com/about/)

## Products & Services
- **[Estate Planning Platform]**: A unified SaaS platform for creating attorney-grade documents (wills, trusts, powers of attorney, healthcare directives) and managing the full estate planning lifecycle.
- **[Ester® AI Engine]**: AI that extracts, summarizes, and analyzes existing estate and tax documents, turning complex documents into actionable insights.
- **[Scenario Builder]**: Visualization tool that models wealth transfer, tax implications, and multi-generational estate scenarios.
- **[Vault]**: Secure document storage and sharing portal for clients and their trusted advisors.
- **[Tax Planning Module]**: Integrated tax analysis that brings estate and tax planning together, enabling continuous optimization.
- **[Integrations]**: Direct API integrations with Salesforce, eMoney, Orion, Wealthbox, Redtail, Addepar, BlackDiamond, Schwab, Carta, Coinbase, Zillow, and more.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed (privately held)
- **Key Metric**: Combined AUM of wealth managers using Wealth.com exceeds $15 trillion [wealth.com](https://www.wealth.com/about/)
- **Notable Investors/Partners**: Google Ventures, Charles Schwab, Citi Ventures, Anthos Capital, Alumni Ventures, Dynasty Financial Partners, Titanium Ventures, Pruven Capital, Fifty Three Stations (The Pritzker Organization), Firebolt Ventures, Bela Juju Ventures, Kfund [wealth.com](https://www.wealth.com/about/)
- **Growth Signals**: LinkedIn followers grew 56.5% year-over-year (12,617 followers). Active job postings increased 116.7% year-over-year (13 open roles). Offices expanded to three major U.S. cities (NYC, Tempe, SF). [linkedin.com](https://www.linkedin.com/company/wearewealth)

## Competitive Advantages
- **AI-native platform**: Ester® AI extracts and analyzes legal documents, saving advisors hours of manual review.
- **Full lifecycle coverage**: From document creation to ongoing monitoring and tax optimization – not just a document generator.
- **Deep integrations**: Connects with the most widely used wealth management tools (CRMs, portfolio systems, custodians), reducing data entry.
- **Institutional trust**: Used by the largest private banks, wirehouses, and broker-dealers, with over $15 trillion in AUM represented.
- **Advisor-led model**: Strengthens advisor-client relationships by keeping the advisor at the center of planning.

## Strategic Focus
- **AI & automation**: Continued investment in AI (Ester®) to further automate document analysis, tax scenario modeling, and proactive planning alerts.
- **Tax planning expansion**: Deepening the tax module to make tax optimization a continuous, integrated part of estate planning.
- **Platform scale**: Growing the number of firms and advisors using the platform, expanding into new segments (emerging wealth to UHNW).
- **Partnership ecosystem**: Building additional integrations and strategic partnerships with financial institutions and technology providers.

## Why Work Here
- **Culture**: Five core values – Compassionate Honesty, Seek Progress Not Perfection, We Win Together, Inspired to Innovate, Accountability Matters. [wealth.com](https://www.wealth.com/careers/)
- **Work model**: Hybrid/office-based with modern collaborative spaces in NYC (NoMad), Tempe (downtown), and San Francisco. “We believe our best work happens when people spend meaningful time together.” [wealth.com](https://www.wealth.com/careers/)
- **Benefits**: Free lifetime estate planning for employees, 401k with 100% company match and immediate vesting, full medical/dental/vision coverage, equity (stock options), flexible PTO, paid parental leave, paid holidays (including your birthday). [wealth.com](https://www.wealth.com/careers/)
- **Engineering culture**: Focus on AI/ML, security, and platform engineering. Open roles include Senior Software Engineer - AI/ML, Senior Security Engineer, Applied Scientist - AI/ML Intern. [linkedin.com](https://www.linkedin.com/company/wearewealth)
- **Growth**: Rapidly scaling company with strong year-over-year hiring growth and a mission-driven product that directly impacts families’ financial security.

## Sources
1. [wealth.com - About](https://www.wealth.com/about/)
2. [wealth.com - Careers](https://www.wealth.com/careers/)
3. [linkedin.com - Wealth.com](https://www.linkedin.com/company/wearewealth)
4. [cbinsights.com - Wealth.com](https://www.cbinsights.com/company/wealth)

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