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Product Marketing Manager (Advisor Solutions)

APEX Clearing

WHO WE ARE

Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers. 

Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, Portland, and Belfast. 

If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you. 

AFS has received a number of prestigious industry awards, including:

  • 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards
  • 2021 Most Innovative Companies - presented by Fast Company
  • 2021 Best API & Best Trading Technology - presented by Global Fintech Awards

ABOUT THIS ROLE

Are you ready for more ownership and accountability for business results in your next role? As a Product Marketing Manager (Advisor Solutions), you will lead go-to-market strategy and execution for Apex's growing Advisory line of business.

Apex Fintech Solutions is the leading investment infrastructure platform powering retail investing for Fintechs. Our clients include Webull, Sofi, Betterment, eToro, Tornado, Public.com, and hundreds more. You will lead the launch and ongoing revenue growth of Apex products serving RIAs and Financial Advisors via Apex and third-party platforms.

In a space that is a new growth lever for Apex, you are the voice of the customer and the chief evangelist for the Advisory business, so get creative and deliver results!

Responsibilities

This role requires thinking strategically and translating market and industry trends into practical product positioning, collateral, and effective marketing execution.

  • Articulate the business value of Apex Advisor solutions and contribute to thought leadership.
  • Stay abreast of competitive developments and ensure our GTM motion reflects these changes.
  • Develop the go-to-market strategy for new products, including levers spanning positioning, packaging, pricing, marketing campaign strategies and tactics, and packaging to drive the business.
  • Plan the launch of new products and releases and manage the cross-functional implementation of the plan.
  • Partner with corporate marketing to execute cutting-edge marketing campaigns.
  • Partner with product management to distill high-value investments into compelling & differentiated product messaging.
  • Work directly with customers to gather product feedback, value propositions, and messaging and build customer advocacy relationships.
  • Ensure customer-facing organizations such as marketing, sales, partner, and customer success are properly informed about product details, messaging, sales tools, pricing, and release schedules.
  • Actively evangelize your product to prospects, partners, and influencers through all available channels.
  • Partner with the customer success team to package the right service offerings and ensure product adoption and value realization.
  • Track and report on product line business results, key insights, and strategy to key stakeholders.
  • Influence product roadmap, feature releases, and business strategy by understanding market and customer dynamics to advocate for suitable investments.

Qualifications

To represent the best of what we have to offer, you come to us with a multitude of positive attributes, including:

  • Bachelor’s Degree required; MBA preferred.
  • At least four years of professional experience, including two years of product marketing experience
  • Experience in the Advisory space, either within an Advisory firm or with an Advisory platform.
  • Experience partnering with enterprise sales teams to achieve shared goals. 
  • Prior exposure to Enterprise and medium-sized clientele

Skills and Abilities Required

  • Confidence in collaborating across product and marketing leadership to drive a point of view around the future of the product and go-to-market campaigns.
  • Experience with analyst relations is a plus.
  • Critical thinking and problem-solving solid acumen, instinct, and experience with highly matrixed cross-functional environments
  • Solid technical knowledge foundation with the ability to translate technical content into business value for internal and external stakeholders.
  • Proven experience creating content for marketing materials for demand generation campaigns, data sheets, press releases, and other promotional collateral and communications.

#product management #mid-senior #full-time #LI-JC1 #APEX

Our Rewards

We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS, we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.

Diversity, Equity, Inclusion, and Belonging (DEIB) Commitment

At Apex, we embrace diversity and are dedicated to creating an inclusive and equitable workplace. We value every team member's unique perspective and are committed to fostering a culture where everyone belongs. Join us in our mission to empower and celebrate individual differences.

Apex is committed to being an equal opportunity employer. We ensure that qualified applicants receive fair consideration for employment without discrimination based on sex, gender identity, gender expression, sexual orientation, race, color, natural or protective hairstyle, genetics, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. We stand by this commitment to promote a diverse, equitable, and inclusive workforce.

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Confirmed 23 hours ago. Posted 30+ days ago.

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