Wealth Tech Product Marketing Specialist

Ycharts; Chicago (IL); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Hybrid work schedule

Flexible time off

Parental leave

Professional development stipend

Summer hours

Lunch credits and snacks at the office

Team events and gatherings

Job summary

YCharts is seeking a Product Marketing Specialist, Wealth Management to drive GTM strategy for our wealth management tools. You will partner with product, marketing, sales, and customer success to shape positioning, messaging, and launch plans that connect complex data with clear client value.

You will translate investment data into compelling value for advisors and asset managers, develop collateral, and manage multiple launches with a data-driven approach to success.

Qualifications

• 3-5+ years of product marketing or related go-to-market experience.
• Direct familiarity with wealth management technology and workflows.
• Understanding of investment concepts and vehicles (equities, ETFs, funds).
• Experience supporting product launches from positioning to enablement and post-launch.
• Strong writing and storytelling to translate complex concepts into clear value.

Responsibilities

• Drive go-to-market planning and execution for assigned products and capabilities, including positioning, messaging, launch planning, enablement, and post-launch optimization.
• Partner with Product Managers to understand problems, use cases, audiences, differentiation, and business value.
• Translate investment data and product capabilities into clear value for financial advisors, RIAs, wealth managers, and asset managers.
• Develop messaging frameworks, product collateral, presentations, FAQs, and customer launch communications.
• Maintain understanding of the wealth management tech landscape, competitors, and advisor workflows.
• Gather feedback, use cases, and competitive intelligence and translate insights into recommendations for GTM teams.
• Manage multiple launches and priorities with clear timelines and deliverables.

Skills

Product marketing

Wealth management tech

Investment data

Product launches

Storytelling

Market research

Job description

YCharts is seeking a Product Marketing Specialist, Wealth Management to drive GTM strategy for our wealth management tools. You will partner with product, marketing, sales, and customer success to shape positioning, messaging, and launch plans that connect complex data with clear client value.

You will translate investment data into compelling value for advisors and asset managers, develop collateral, and manage multiple launches with a data-driven approach to success.