Product Marketing Manager, Field Enablement & Advisor Activation

Job Title

Product Marketing Manager, Field Enablement & Advisor Activation

Department

Product Marketing

Location

Remote

Position Description

As the Product Marketing Manager, Field Enablement & Advisor Activation, you will own the strategy and execution of programs, materials, and campaigns that drive advisor engagement through Ren's Charitable Strategists and partner-facing teams.

This role is critical to translating Ren's value proposition into real advisor conversations and actions. You will develop high-impact, field-ready materials, design repeatable advisor engagement campaigns, and partner closely with internal teams to activate opportunities across the field.

This is not a traditional enablement role. You will operate as a growth driver - ensuring that what we create leads to advisor engagement, contributions, and adoption.

Duties & Responsibilities

Field Activation Strategy 

• Own the strategy for how Ren drives advisor engagement through Charitable Strategists and partner-facing teams
• Identify key advisor opportunities - such as year-end giving, tax events, and liquidity moments - and build targeted programs around them
• Ensure field teams are equipped to turn conversations into action through talking points, one-to-one emails, presentations, and related tools 

Advisor Campaigns & Programs 

• Design and launch advisor-facing campaigns that can be deployed by strategists across partner channels
• Build repeatable campaign frameworks encompassing emails, talking points, webinars, and follow-up sequences

Field-Ready Content & Tools 

• Develop high-impact emails, decks, one-pagers, and talk tracks designed for real advisor conversations
• Create simple, actionable materials that are easy for the field to use in live interactions
• Maintain and continuously evolve a library of field-ready content

Partner & Field Collaboration 

• Act as a strategic partner to Charitable Strategists and Relationship Managers
• Support key initiatives, campaigns, and high-priority field opportunities
• Ensure strong alignment between centrally developed resources and field-level needs

Insights & Feedback Loop 

• Gather insights from advisor conversations and field interactions
• Identify patterns, objections, and opportunities to refine messaging and programs
• Feed insights back into product marketing, product development, and broader organizational strategy

Education & Experience

Required

• Bachelor's degree in marketing, communications, business, finance, or a related field; equivalent experience considered
• 5+ years of experience in product marketing, field enablement, or growth marketing, with demonstrated success developing campaigns and materials that drive measurable engagement
• Proven ability to create field-ready content - emails, decks, talk tracks, one-pagers - for use in live advisor or sales interactions
• Experience working directly with field-facing teams such as sales, relationship managers, or client strategists
• Exceptional storytelling and communication skills, with the ability to translate complex financial or product concepts into clear, actionable messaging

Preferred

• Background in fintech, wealth management, philanthropic services, or broader financial services
• Familiarity with advisor behavior, distribution models, or partner-facing go-to-market strategies
• Experience designing repeatable campaign frameworks across multiple distribution channels

Key Competencies

• Execution-oriented mindset with a consistent focus on outcomes, not just deliverables
• Strong understanding of advisor behavior and financial services environments
• Ability to work cross-functionally and influence without direct authority
• Comfortable operating in a fast-paced, growth-oriented environment
• Strong organizational skills with the ability to manage multiple priorities and deadlines simultaneously

Ren is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.