Job Title
Product Marketing Manager, Field Enablement & Advisor Activation
Department
Product Marketing
Location
Remote
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
Ren is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
Apply To This Job