Director of Product Marketing

Wealth.com

1d•Hybrid

About The Position

Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize how they talk about estate planning with their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. 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 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 estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025. The Director of Product & Lifecycle Marketing owns how customers discover, understand, adopt, expand, and advocate for the platform. Reporting into the Product Design and UX organization, this role ensures that customer understanding, storytelling, and adoption are embedded directly into how the product is designed, built, and launched. This leader operates at the intersection of product, design, growth, and revenue and is responsible for transforming platform capabilities into clear, compelling, visually rich customer experiences across every channel and lifecycle stage. This is not a traditional campaign-based marketing role. It is a product-embedded, design-led growth leadership role that combines strategy, execution, and team leadership.

Requirements

10+ years in Product Marketing, Lifecycle Marketing, or Product-Led Growth
Experience in SaaS, fintech, or complex digital platforms
Strong writing and narrative development skills
Demonstrated ability to lead teams and operate cross-functionally
Experience working deeply with Product, UX, and Design
Strong visual and video storytelling sensibility
Deep understanding of in-app growth, onboarding, and expansion mechanics

Responsibilities

Own the Product-Led Growth & Lifecycle Strategy
Embedded in Product, Design & UX Research
Design-Led, Video-First Storytelling
Own the Product Marketing Operating System
Deliverables You Own
Cross-Functional Leadership
Writing Excellence
Leadership & Team Development

Benefits

Competitive salary.
Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year.
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.

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