About The Role

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