Product Marketing Strategist - Financial Services

Senior Product Marketing Strategist We are seeking a Senior Product Marketing Strategist to lead marketing strategy, planning, and execution for a portfolio of investment products and solutions within a specific asset class. This individual will serve as the primary marketing lead for their assigned product suite, developing advisor-focused marketing programs that connect investment solutions to market opportunities and client needs. This is a highly visible, hands-on role that combines product marketing, campaign strategy, sales enablement, digital marketing, and content development. The ideal candidate will bring strong financial services marketing experience, a deep understanding of advisor audiences, and the ability to translate complex investment concepts into relevant, compelling stories that drive engagement and business growth. Duration: Full-time, permanent positionHours: 40+ hours per weekLocation: Boston, MAWork Arrangement: HybridOnsite Requirement: 4 days per week onsite, 1 day remote Required Qualifications Bachelor's degree in Marketing, Communications, Business, Finance, Economics, or a related field 7+ years of experience in product marketing, digital marketing, campaign strategy, financial services marketing, or a related discipline Experience within asset management, wealth management, investment management, advisor marketing, or related financial services environments Experience marketing investment products and translating complex financial concepts into clear, differentiated messaging Demonstrated experience partnering with sales, distribution, relationship management, or business development teams to support advisor engagement and business growth Experience developing and executing go-to-market strategies, integrated campaigns, digital journeys, and sales enablement programs Strong understanding of advisor audiences, portfolio applications, market themes, and investment solutions Proven ability to lead cross-functional initiatives and influence stakeholders without direct authority Experience managing multiple projects, timelines, approvals, and priorities simultaneously Strong analytical, communication, organizational, and project management skills Experience with marketing automation, digital marketing, content strategy, and campaign measurement Familiarity with platforms such as Marketo, Adobe Experience Manager, Adobe Target, Adobe Workfront, Saifr, or similar marketing technologies Series 6 license or ability to obtain within nine months of hire Preferred Qualifications Series 7 license CFA, CAIA, or other investment-related professional designation Experience marketing equity investment products and advisor-focused investment solutions Experience supporting wealth management, intermediary distribution, RIAs, broker-dealers, or financial advisor channels Experience with personalization, marketing analytics, audience segmentation, and marketing automation platforms Experience supporting portfolio consulting, custom solutions, direct indexing, or multi-asset investment offerings Key Responsibilities Serve as the primary marketing subject matter expert for an assigned suite of investment products, market themes, and asset class strategies Own the full campaign lifecycle, including opportunity identification, strategy development, positioning, audience targeting, channel planning, activation, measurement, and optimization Develop advisor-focused messaging and product positioning that clearly communicates investment value propositions and portfolio applications Create and execute integrated marketing campaigns across email, web, social media, thought leadership, video, events, collateral, and sales enablement channels Partner closely with sales, distribution, investment teams, digital marketing, compliance, brand, and creative teams to execute advisor-facing programs Build scalable marketing assets, content libraries, sales enablement tools, and repeatable marketing processes Identify emerging market opportunities, advisor needs, and business priorities that can be translated into timely marketing initiatives Develop always-on and triggered digital experiences that support advisor awareness, education, consideration, and engagement Analyze campaign, content, audience, and engagement data to improve targeting, personalization, and overall marketing performance Manage timelines, deliverables, budgets, approvals, dependencies, and stakeholder communications across multiple concurrent initiatives Ensure all marketing materials meet regulatory, compliance, brand, and quality standards Identify opportunities to improve campaign effectiveness, workflow efficiency, content reusability, and the connection between marketing engagement and sales activity Support new initiatives, pilot programs, and strategic projects that advance organizational and distribution goals In this position, you may have access to client or customer systems, confidential and/or proprietary information or data, including financial information. This position is onsite and requires you to work closely with other individuals in a collaborative team environment. Email Your Resume In Word To Donna.Ruch@jobalert.creativecircle.com Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply. Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : DR8-1999159L768 -- in the email subject line for your application to be considered. Donna Ruch • Senior Solutions Delivery Recruiter For Creative Circle to represent you for this opportunity, you must be currently authorized to work in the United States without the need of employer sponsorship for a non-immigrant visa such as a H-1B, TN, or O visa. We do not support or provide training for STEM/OPT programs. Additionally, you must be physically located in and perform the work for our client in the United States.This is a new role. This job was first posted by Creative Circle on 10/07/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth Creative Circle is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. Everforth Creative Circle will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. If you need a reasonable accommodation in the application process, please contact your Recruiter (the person you'll be interviewing with) or a member of our Human Resources team to make arrangements. Anthem / Blue Cross Blue Shield creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Creative Circle. Copyright © 2026 Everforth, Inc. All rights reserved.