Job description
Key responsibilities
- North Star Narrative (2-page): Create a concise, banker-friendly narrative that articulates what the platform solves, why now, and the immediate value to bankers.
- Messaging & Positioning: Define positioning pillars (e.g., Preparedness, Relationship Intelligence, Workflow Acceleration, Secure Offline Mobility) and translate them into clear messaging for IB leadership and banker audiences.
- Persona-Based Storytelling: Tailor value propositions by persona:
- Senior bankers: “Prepared in seconds, guided throughout the day”
- Coverage: “Relationship clarity + sponsor signals”
- Origination: “Faster pitch prep + deal context”
- Juniors: “Execution acceleration + context library”
- Awareness & Adoption Assets: Produce a package of adoption materials:
- Executive briefing deck storyline (1–3 key slides)
- Banker-facing one-pager(s)
- Demo script and talk track
- Internal comms templates (launch email, FAQ, quick start)
- Video Narrative & Creative Direction: Partner with the Creative Lead/UX team to storyboard a short vision video that “brings the strategy to life” and shows the day-in-the-life experience (briefing → meeting prep → notes → follow-up).
- Competitive & Market Intelligence: Synthesize competitor/peer insights into crisp differentiation (e.g., cross-line visibility, prestige client discipline, offline-first workflows, agentic AI). Keep this lightweight and actionable.
- Launch Strategy: Define an internal activation plan with leadership sponsors (MD top-down push), pilot strategy, and success signals (“what makes bankers open the app daily”).
- Cross-Functional Alignment: Ensure consistent story across Product, Design, Engineering, AI, and stakeholders—so prototype, deck, and roadmap all reinforce the same narrative.
Must-have skillsets
- 7+ years in product marketing / marketing strategy / strategic communications for digital products (enterprise or highly regulated environments preferred).
- Proven ability to distill complex tech into simple, compelling, outcome-driven messaging.
- Experience creating executive narratives and materials for senior leadership audiences.
- Strong understanding of user adoption levers (behavior change, value framing, internal comms, pilot rollouts).
- Comfortable partnering with product/design/engineering to align story to real capabilities and timelines.
- Excellent writing, storytelling, and presentation skills.
Nice-to-have
- Financial services / Investment Banking familiarity (coverage model, client lifecycle, deal motions).
- Experience launching mobile; desktop products and/or tools for client-facing roles.
- Experience with AI product storytelling (briefing, summarization, signal generation) and responsible AI messaging.
Compensation, Benefits and Duration
Minimum Compensation: USD 56,000
Maximum Compensation: USD 197,000
Compensation is based on actual experience and qualifications of the candidate. The above is a reasonable and a good faith estimate for the role.
Medical, vision, and dental benefits, 401k retirement plan, variable pay/incentives, paid time off, and paid holidays are available for full-time employees.
This position is not available for independent contractors
No applications will be considered if received more than 120 days after the date of this post