VP, Product Marketing

Overview

At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement.

What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do.

We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management.

As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve.

Join us, and be part of a company that's not only moving fast—but making it count.

Job Brief

The VP of Product Marketing (VPPM) is charged with owning market success of Advisor360°’s product lines—turning product capabilities into differentiated, compelling stories that win mindshare and revenue. Sitting within the Marketing organization, this executive will lead positioning, messaging, pricing & packaging, competitive intelligence, and go‑to‑market (GTM) execution for all platform capability areas (Analytics & Reporting, Advisor Workstation, Home Office Tools, WealthOS, embedded AI). The VPPM acts as the connective tissue between Product Management (PM) and the revenue engine—ensuring market insight informs the roadmap and that every launch lands with measurable impact.

Here's What You'll Do:

Strategic Positioning & Messaging:

• Craft and continuously refine value propositions, narratives, and customer stories for each capability pillar and persona (advisor, home‑office, CIO, COO).

• Translate complex functionality (e.g., multi‑custodial data normalization, real‑time compliance) into business outcomes and emotional drivers.

Market & Competitive Intelligence:

• Lead a CI function that maps TAM, buyer needs, and competitive dynamics across wealth‑tech and fintech adjacencies.

• Deliver win/loss analysis, market sizing, and pricing elasticity studies that inform product and commercial strategy.

Go‑to‑Market Ownership:

• Own launch tiering framework, readiness checklists, and integrated GTM plans (sales plays, campaigns, enablement assets, analyst outreach).

• Partner with Demand Generation to convert positioning into pipeline‑driving programs; set launch KPIs (MQLs, SQLs, win rate uplift).

Pricing, Packaging & Commercial Strategy

• Define monetization models (subscription, usage‑based, tiered modules) in alignment with Finance, RevOps, and PM.

• Run pricing research and champion value‑based pricing discipline.

Sales & Partner Enablement

• Arm global Sales and Channel teams with playbooks, battlecards, objection‑handling guides, and segment‑specific collateral.

• Drive certification programs to ensure >90% seller fluency on key value propositions.

Thought Leadership & Analyst Relations

• Establish Advisor360° as a category leader through content, events, boutique and tier 1 (Gartner/Forrester) analyst relationships.

• Serve as executive spokesperson at industry conferences and in media.

Leadership & Team Development

• Build, mentor, and retain a high‑performing product marketing organization.

• Foster a culture of data‑driven decision‑making, agility, and cross‑functional collaboration.

What You Bring to the Table:

• 15+ years of progressive experience in product marketing, with at least 5 years in a senior leadership role within B2B SaaS. Experience in wealthtech or fintech is required.

• Demonstrated expertise in product marketing for complex, multi-stakeholder platforms, with a deep understanding of advisor, home office, and enterprise buyer personas.

• Proven success in owning go-to-market strategy for multiple product lines, including developing integrated launch plans, sales plays, and enablement programs that drive measurable revenue impact.

• Deep experience in enablement, including building certification programs, developing sales playbooks and objection-handling guides, and increasing seller fluency across global teams.

• Strong capabilities in positioning, messaging, and segmentation, with a track record of translating sophisticated product functionality into compelling customer value narratives.

• Demonstrated leadership in competitive intelligence, including building CI programs, managing win/loss analysis, and delivering actionable insight to Sales and Product teams.

• Effective cross-functional collaborator, able to influence Product, Sales, Revenue Operations, and Demand Gen to align roadmap and GTM efforts.

• Experienced spokesperson and storyteller, with the ability to lead analyst relations, represent the company at industry events, and support thought leadership efforts.

• Demonstrated success building, mentoring, and retaining high-performing product marketing teams with a strong culture of accountability, agility, and impact.

• Analytical and data-driven; skilled in leveraging market insight and performance metrics to refine strategy and optimize results.

• Bachelor’s degree required; MBA or equivalent advanced degree preferred.

Why You’ll Love Working Here:

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect: Why You’ll Love Working With Us:

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.