Position: / Product Marketing Manager – Wealth Management
Department: / Products & Marketing
Reporting to: / EVP Products and Marketing
Doxim Vision: / To be the leading provider of Customer Communications Management solutions to financial service providers.
What We Do: / Doxim is a leading provider of Customer Communications Management software for the financial services industry. These solutions are used by banks, credit unions, wealth management and investment brokerage firms to create, manage and deliver business-critical customer communications more efficiently and cost effectively, enhancing their customers’ experience. Doxim’s solutions help these organizations improve client communications, streamline document access and meet the stringent compliance requirements associated with transactional document processing.
Vision for the Role: / As a Product Marketing Manager–Wealth Management, you are responsible for determining and refining the positioning and go to market strategy for the Doxim portfolio of products and services that are sold into the Wealth Management vertical, ensuring business success for these products in the various geographical segments we serve.
As an accomplished writer you will craft compelling messaging for your vertical, translating technical capabilities into easy to understand customer benefits that resonate with buyers. You will develop and deliver collateral and tools to transfer this knowledge to the sales channel.
You will be an expert in your buyers, how they buy and their buying criteria and leverage this knowledge to develop and deliver successful inbound and outbound marketing programs that drive both interest and qualified leads. You will support these programs with content marketing collateral that resonates with your target audience.
Key Responsibilities:
- Develop product positioning and messaging that differentiates your products in the Wealth management marketplace
- Communicate the value proposition of the products to the sales team and develop the sales tools that support the selling process to the Wealth Management vertical
- Be the expert on your buyers, how they buy and their buying criteria
- Be the expert on your competition and how to win against them
- Develop the strategy and manage the inbound and outbound marketing programs that drive demand in the wealth management segment
- Contribute to the development and implementation of company-wide go-to-market plans, working across departments to ensure their successful execution.
- Help to plan the launch of new products and product releases and manage the cross-functional implementation of the plan to ensure all aspects, however small, are successfully executed
- Define and develop tailored content for presentations, webinars, datasheets, eBooks, white papers and customer case studies that highlight the value proposition for the Wealth Management vertical
- Be the internal marketing expert on the Doxim product line and its competitors in the Wealth Management vertical
Business Skills:
- Exceptional and proven written and verbal communication skills
- Proven skills producing and presenting compelling, pertinent and succinct presentations
- for sales and prospects
- Strong ability to present ideas and information in influential and compelling ways
- Ability to forge relationships and communicate with stakeholders at all levels
- Able to work effectively across functional groups & with minimal supervision
- Flexible work style comfortable in a fast moving, highly energy and evolving environment
- High levels of proficiency in Microsoft Office
- Excellent project management, planning and organizational skills
- Ability to multi-task and meet deadlines while paying attention to details
- Ability to work effectively under pressure and under time constraints
- Flexible and able to adapt quickly to new situations
- Proven ability to influence cross-functional teams without formal authority
- Ability to handle multiple, (sometimes conflicting) priorities and still meet deadlines
- Ability to work as part of a team
Experience / Qualifications:
- Direct experience in Wealth Management – either delivering software solutions to Wealth Management or working directly in the industry
- Minimum 5 years’ experience in a Product Marketing role in a B2B enterprise SaaS environment
- Demonstrated understanding of Pragmatic Marketing or other product management/product marketing methodology
- Demonstrated ability to think strategically about a product and its positioning in a marketplace
- Experience and knowledge of online product marketing and marketing automation best practices
- Active interest in social media and understanding of how to leverage it to your advantage
- Solid technical aptitude to grasp the technical nature of Doxim products and the environments in which they operate
- University or post-secondary degree in Computer Sciences, Marketing, Business, Communications or a related discipline
Working Conditions:
- Working out of Doxim’s Markham, Ontario headquarters
- Willingness to travel up to 20% of time to visit other offices, customers, etc.