Director of Product Marketing

Wealth.com is the industry’s leading estate planning platform, empowering wealth management firms to modernize estate planning. The Director of Product Marketing is responsible for leading product-led growth strategies, ensuring customer understanding and adoption, and delivering compelling visual narratives across various channels.

Responsibilities:

• Own the Product-Led Growth & Lifecycle Strategy
• Define And Operate The System That Drives: • Feature awareness and adoption • Onboarding and activation • Engagement and retention • Expansion and upsell
• You will map the full customer journey and design cross-channel and in-product programs that continuously move users toward deeper value and revenue
• Embedded in Product, Design & UX Research
• You will be tightly embedded with Product Design, UX Research, and Product Management
• You will: • Participate in customer discovery, usability testing, and journey mapping • Translate customer insights into positioning, messaging, onboarding flows, and in-app guidance • Ensure features are not just released, but understood, valued, and adopted
• This role ensures the product tells its story clearly and beautifully
• Design-Led, Video-First Storytelling
• This role sets the quality bar for how the product is presented visually and narratively
• You Will: • Direct and influence the creation of: + Product videos + Webinars + Demo walkthroughs + Feature explainers + In-app tours and visual guides • Work closely with designers and content creators to ensure everything meets a premium, design-led standard
• Strong visual sensibility and video storytelling experience are major advantages
• Own the Product Marketing Operating System
• You own the engine that converts product releases into customer and revenue growth
• That Includes: • Launch positioning and narrative • Release planning and sequencing • Adoption and activation programs • Expansion and upsell campaigns • Sales enablement and customer education
• You coordinate what ships, how it is explained, and how it drives usage and revenue
• Deliverables You Own
• You Are Accountable For Both Strategy And Production Across: Customer Education & Adoption
• Webinars and product walkthroughs • In-app guided tours • Help center articles and videos • Knowledge base strategy, creation, and maintenance • New feature announcements
• Revenue Enablement
• Sales one-pagers • Sales decks • Product demo and explainer videos • Competitive positioning and use-case narratives
• In-Product Growth
• Contextual upsell and cross-sell experiences • Feature discovery and nudges • Usage-based prompts and upgrade paths
• Lifecycle Communications
• Transactional and behavioral emails • Onboarding and activation sequences • Retention and re-engagement campaigns
• Cross-Functional Leadership
• You Serve As The Coordination Hub Across: • Product Management • Product Design • UX Research • Sales • Customer Success
• You Ensure: • Releases are aligned • Messaging is consistent • Sales is enabled • Customers understand and adopt new capabilities
• This role turns internal product development into external customer momentum
• Writing Excellence
• You are the standard-bearer for product storytelling
• You Will Personally Write And Review: • Feature announcements • In-app copy • Sales narratives • Knowledge base content • Video scripts • Product positioning
• Clarity, tone, and narrative quality are core to the role
• Leadership & Team Development
• You will build and lead a high-performance product marketing team
• You Will: • Hire and develop product marketers, content strategists, and growth specialists • Set execution standards and quality bars • Create a culture of customer-driven, product-led storytelling
• This is a player-coach role — strategic leadership combined with hands-on ownership

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