Skip to main content
David Careers

Senior Product Marketer

Posted today

public trust advisorsNaperville (IL)
Marketing ManagersInvestment Banking and Securities Intermediation

SENIORITY

Lead

Apply (opens in a new tab)

About the role

Senior Product MarketerPTMA Financial Solutions provides treasury management, liquidity management, and other financial products and services to the public sector. In addition to more than 12,000 local governments, school districts and other public entities, we also partner with over 1,000 financial institutions to help strengthen communities from coast to coast. Our family of financial services companies offers local government investment pool administration, investment advisory services, term investments, cashflow analysis, bond proceeds management, and public finance services for public entities plus stable deposit funding solutions for financial institutions. Our financial expertise, comprehensive products, and advanced technology help clients achieve more today for a better tomorrow. The firm's primary operational hubs are in Denver, Colorado, and Naperville, Illinois, with other offices throughout the United States. We are seeking a Senior Product Marketer to translate the firm's investment strategies and financial products into clear, compelling commercial insights that help sales, field marketing, and account management win and retain client relationships. This role calls for a strong working knowledge of investment products, market structures, competitive positioning, and client dynamics. Working closely with the Director of Product Management, the Senior Product Marketer will support revenue strategy and commercial outcomes by helping ensure the firm's products are positioned, priced, and communicated effectively in the market.
Duties/Responsibilities:
  • Conduct ongoing competitive analysis across the firm's product set, including peer manager comparisons, fee benchmarking, performance positioning, and product differentiation
  • Monitor industry trends, regulatory developments, and market dynamics that affect product positioning or competitive standing
  • Synthesize competitive intelligence into actionable insights for the sales organization to use in sales conversations, RFPs, and client meetings
  • Maintain a structured competitive database and scoring framework for key products and strategies
  • Support the pricing strategy for the firm's investment products, helping ensure fee structures are competitive, sustainable, and aligned with client segment economics
  • Conduct regular pricing reviews, benchmarking the firm's fees against peer managers and industry data sources
  • Build fee models for new product launches and recommend adjustments to existing strategies as market conditions evolve
  • Work with the Investment team and sales leadership to align pricing with revenue objectives, minimum investment thresholds, and client tier structures
  • Provide analysis to support fee concession frameworks and breakpoint schedules in collaboration with sales leadership
  • Support sales leadership and finance in developing product-level and strategy-level revenue targets, including AUM growth goals and fee revenue projections
  • Translate investment team product pipeline and capacity constraints into commercial opportunity sizing
  • Build and maintain product-level revenue models that reflect flows, pricing, and market appreciation assumptions
  • Provide input to annual planning and budgeting cycles with data-driven revenue forecasts by product and channel
  • Track and report on revenue performance relative to goals, surfacing risks and opportunities to the Director of Product Management and senior leadership
  • Serve as a key product subject matter expert, ensuring factual accuracy, a consistent investment narrative, and appropriate positioning across collateral
  • Develop and maintain core messaging frameworks, value propositions, and investment thesis narratives for each product and strategy
  • Review product-related content produced by field marketing, including pitch books, one-pagers, DDQ responses, and website content
  • Translate complex investment concepts and strategies into clear, client-appropriate language
  • Support RFP/DDQ processes by providing standard product language, performance context, and positioning guidance
  • Serve as a day-to-day liaison between the Investment team and the sales organization, facilitating regular communication on product developments, strategy updates, and market commentary
  • Partner with portfolio managers and analysts to ensure commercial messaging reflects current investment positioning and conviction
  • Support product launch processes from commercial readiness through go-to-market execution, in coordination with legal, compliance, operations, and sales
  • Provide sales enablement support, including training, talking points, and competitive response frameworks for the field team
Required
Skills/Abilities: Strategic Thinking: Connects investment product realities to commercial strategy and market opportunity CommercialAcumen: Understands revenue drivers, client economics, and distribution channel dynamics InvestmentFluency: Can engage credibly with portfolio managers and translate investment narrative for external audiences Collaboration: Builds trust and alignment across Investment, Sales, Marketing, and Finance teams AnalyticalRigor: Data-driven approach to pricing, competitive analysis, and revenue modeling ClearCommunication: Presents insights and recommendations clearly to leadership, sales teams, and clients Strong quantitative and analytical skills; ability to build and interpret financial and revenue models Excellent communication skills — both written and verbal — with the ability to translate investment concepts for non-investment audiences Ability to work cross-functionally and build strong relationships across investment, sales, marketing, and finance teams
Education and Experience:
  • 5+ years of experience in asset management or financial services, including time in product management, product marketing, investment consulting, or a related commercial role
  • Solid understanding of investment products and the client and channel dynamics of institutional and public-sector investors
  • Demonstrated experience with competitive analysis and fee/pricing work within an investment management context
  • Exposure to product development or product launch processes within asset management
  • Bachelor's degree required; MBA or progress toward the CFA or CAIA a plus
Location: This is a hybrid role in either Naperville, Illinois or Denver, Colorado
Physical Requirements: Must be able to work at a computer for long periods of time. Lift up to 15 lbs. NO AGENCIES PLEASE

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

More like this