Director of Product Marketing

Title: Director of Product & Lifecycle MarketingLocation: Remote, United StatesReports to: Vice President of Product Design and User ExperiencePartners with: Product Management, UX Research, Engineering, Sales, Customer Success, Revenue OperationsAbout UsWealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize how they talk about estate planning with their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025.Role OverviewThe Director of Product & Lifecycle Marketing owns how customers discover, understand, adopt, expand, and advocate for the platform. Reporting into the Product Design and UX organization, this role ensures that customer understanding, storytelling, and adoption are embedded directly into how the product is designed, built, and launched.This leader operates at the intersection of product, design, growth, and revenue and is responsible for transforming platform capabilities into clear, compelling, visually rich customer experiences across every channel and lifecycle stage.This is not a traditional campaign-based marketing role. It is a product-embedded, design-led growth leadership role that combines strategy, execution, and team leadership.Core ResponsibilitiesOwn the Product-Led Growth & Lifecycle StrategyDefine and operate the system that drives:Feature awareness and adoptionOnboarding and activationEngagement and retentionExpansion and upsellYou will map the full customer journey and design cross-channel and in-product programs that continuously move users toward deeper value and revenue.Embedded in Product, Design & UX ResearchYou will be tightly embedded with Product Design, UX Research, and Product Management.You will:Participate in customer discovery, usability testing, and journey mappingTranslate customer insights into positioning, messaging, onboarding flows, and in-app guidanceEnsure features are not just released, but understood, valued, and adoptedThis role ensures the product tells its story clearly and beautifully.Design-Led, Video-First StorytellingThis role sets the quality bar for how the product is presented visually and narratively.You will:Direct and influence the creation of:Product videosWebinarsDemo walkthroughsFeature explainersIn-app tours and visual guidesWork closely with designers and content creators to ensure everything meets a premium, design-led standardStrong visual sensibility and video storytelling experience are major advantages.Own the Product Marketing Operating SystemYou own the engine that converts product releases into customer and revenue growth.That includes:Launch positioning and narrativeRelease planning and sequencingAdoption and activation programsExpansion and upsell campaignsSales enablement and customer educationYou coordinate what ships, how it is explained, and how it drives usage and revenue.Deliverables You OwnYou are accountable for both strategy and production across:Customer Education & AdoptionWebinars and product walkthroughsIn-app guided toursHelp center articles and videosKnowledge base strategy, creation, and maintenanceNew feature announcementsRevenue EnablementSales one-pagersSales decksProduct demo and explainer videosCompetitive positioning and use-case narrativesIn-Product GrowthContextual upsell and cross-sell experiencesFeature discovery and nudgesUsage-based prompts and upgrade pathsLifecycle CommunicationsTransactional and behavioral emailsOnboarding and activation sequencesRetention and re-engagement campaignsCross-Functional LeadershipYou serve as the coordination hub across:Product ManagementProduct DesignUX ResearchSalesCustomer SuccessYou ensure:Releases are alignedMessaging is consistentSales is enabledCustomers understand and adopt new capabilitiesThis role turns internal product development into external customer momentum.Writing ExcellenceYou are the standard-bearer for product storytelling.You will personally write and review:Feature announcementsIn-app copySales narrativesKnowledge base contentVideo scriptsProduct positioningClarity, tone, and narrative quality are core to the role.Leadership & Team DevelopmentYou will build and lead a high-performance product marketing team.You will:Hire and develop product marketers, content strategists, and growth specialistsSet execution standards and quality barsCreate a culture of customer-driven, product-led storytellingThis is a player-coach role — strategic leadership combined with hands-on ownership.Qualifications10+ years in Product Marketing, Lifecycle Marketing, or Product-Led GrowthExperience in SaaS, fintech, or complex digital platformsStrong writing and narrative development skillsDemonstrated ability to lead teams and operate cross-functionallyExperience working deeply with Product, UX, and DesignStrong visual and video storytelling sensibilityDeep understanding of in-app growth, onboarding, and expansion mechanicsWhy This Role ExistsThis role ensures the platform is not just built — it is:UnderstoodAdoptedValuedExpandedIt is the difference between shipping features and building a design-led, growth-driven product platform.Benefits & PerksCompetitive salary.Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year.Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.100% company-paid basic life insurance, short-term and long-term disability insurance.100% paid parental leave upon eligibility.Company equity managed through Carta.401k with match and 100% vesting upon hire.Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.