The company's Direct Platform business serves a global client base across asset management, wealth management, institutional consulting, and investment research.
The company Direct is the company's flagship investment analytics and research platform, combining trusted data, independent research, portfolio analytics, and workflow tools so investment professionals can decide faster and better. Reporting turns that analysis into clear outputs used for investment decisions, client communication, and stakeholder updates.
The team's aim is to help financial professionals and the investors they serve reach their financial goals.
Responsibilities
Shape positioning, messaging, and go-to-market work for the reporting capabilities within the company Direct, covering sales enablement and client adoption.
Report to the Director of Product Marketing for Direct Software and work closely with Product Management, UX, Campaign Marketing, Corporate Marketing, Sales, and Client Success.
Create positioning, messaging, objection handling, content, and sales tools that explain the value of reporting to different client segments and personas.
Work with Product Management and UX to learn reporting workflows, client needs, and product priorities, then turn new capabilities into customer-facing stories.
Plan and run go-to-market activity for reporting releases, including launch strategy, enablement materials, client communications, and adoption programs.
Research client workflows and reporting use cases through market research, client conversations, win-loss analysis, and usage data, then share recommendations with product and commercial teams.
Work with Sales and Client Success to find common reporting challenges, competitive objections, and adoption blockers, and build resources that improve engagement and retention.
Track competitors in reporting, analytics, and portfolio management, and give client-facing teams messaging and selling tools that set the platform apart.
Build sales plays and adoption campaigns that grow platform usage, raise the value clients get, and support revenue.
Work with Campaign Marketing on persona-based programs and content that build awareness, engagement, and demand for the company Direct capabilities.
Make sure reporting is well represented across product narratives, client materials, digital channels, events, webinars, and thought leadership.
Measure and report the results of product marketing work using business metrics, campaign performance, adoption trends, and client outcomes.
Requirements
5+ years in product marketing, product management, marketing, sales enablement, or a related role in financial services, fintech, software, or investment technology.
Experience with software platforms, workflow tools, analytics solutions, or reporting applications.
Familiarity with the investment management, asset management, wealth management, or institutional investing world is a plus.
Able to explain complex product ideas simply and in a way that speaks to customers.
Proven record of leading cross-functional work and influencing product, sales, marketing, and client-facing teams.
Has created positioning, messaging, sales materials, launches, or adoption programs that delivered measurable business results.
Has run market research, win-loss analysis, competitive intelligence, or customer segmentation, especially to support launches and adoption.
Writes and speaks well and can adjust content for different audiences.
Manages several projects at once in a fast-moving setting.
Customer-focused, curious about user needs, and turns those insights into go-to-market strategy.
Uses data to guide priorities, decisions, and performance measurement.
Self-starter who tests, learns, and iterates.
Empathetic, curious, and quick to learn in a changing environment.
Conditions
Hybrid work: in most locations, four days in the office each week, with other flexible arrangements available.
Tools and resources are provided so you can engage with colleagues worldwide wherever you work.
Total cash compensation range: $98,125.00-143,925.00, including annual base salary and target incentive.
Employer: the company Europe Ltd (UK).
Equal-opportunity statement is not included in the source and is therefore omitted.
Benefits
401k with a 100% match up to 6% of salary.
Stock ownership potential.
Company-paid life insurance of 1x salary plus commission.
Comprehensive medical, dental, and vision coverage, with potential premium discounts and company HSA contributions of up to $500-$2,000 annually for specific plans and coverages.
Wellness incentives of up to $300-$600 per year.
Company-provided long- and short-term disability insurance.
Trust-based time off.
6-week paid sabbatical program.
6 weeks of paid family caregiving leave.
Paid parental leave of 8-24 weeks.
Adoption assistance.
Leadership coaching and formal mentorship.
Annual flex stipend of $1,000 for education and well-being expenses.
Tuition reimbursement.
Charitable matching gifts.
Dollars for Doers volunteer program.
Paid volunteering days.
Access to 15+ employee resource and affinity groups.