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