Senior Product Marketing Manager – UHNW, Complex

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🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🎁 Product Marketing

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Ren

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1987

🤲 Charity

🤝 Non-profit

💳 Fintech

Charity • Non-profit • Fintech

Ren is America’s premier provider of philanthropic technology and managed services, supporting over $150 billion in charitable assets and distributing over $50 billion to charities. The company offers various giving vehicles, including donor-advised funds, charitable trusts, and annuities, allowing clients to effectively achieve their charitable goals. Ren also provides resources and insights for advisors and donors to navigate charitable giving strategies.

📋 Description

• Own positioning and messaging for sophisticated charitable planning and complex asset strategies • Develop scalable playbooks, case studies, and frameworks for advanced advisor conversations • Support strategic initiatives related to founders, liquidity events, concentrated positions, alternatives, and private business interests • Help advisors and enterprise partners identify, position, and advance complex philanthropic opportunities • Develop high-impact, advisor-facing materials that simplify advanced planning concepts into actionable insights • Influence how UHNW and family office opportunities are integrated into advisor workflows and client strategies • Partner with business development and enterprise teams to influence and accelerate high-value opportunities • Shape and contribute to thought leadership in advanced philanthropy and UHNW strategy • Proactively identify market trends and translate them into actionable growth initiatives • Collaborate with Product Marketing, Enterprise teams, Charitable Strategists, Product, and business leaders • Act as a connector across teams to align messaging, strategy, and execution • Influence product and go-to-market strategy through deep understanding of advisor and partner needs • Synthesize market, advisor, and partner insights to inform strategy and positioning • Identify patterns, gaps, and friction points in advisor engagement and opportunity development • Translate insights into refined messaging, playbooks, and activation strategies • Establish feedback loops to continuously improve advisor experience and growth outcomes • Leverage AI to enhance speed, scale, and effectiveness of marketing and enablement initiatives • Utilize AI-driven insights to identify UHNW advisor behaviors, opportunity signals, and engagement patterns • Design scalable personalization strategies for advisor and enterprise communications using AI tools

🎯 Requirements

• Bachelor’s degree in Marketing, Business, Finance, or related field (MBA preferred) • 5–8+ years of experience in product marketing, wealth management, financial services, or philanthropic strategy • Strong understanding of UHNW client dynamics, complex assets, and advanced charitable planning strategies • Proven ability to translate complex financial and philanthropic concepts into compelling narratives and scalable programs • Demonstrated experience influencing cross-functional stakeholders and driving strategic initiatives • Strong analytical, strategic thinking, and communication skills • Experience working with enterprise partners or large institutional clients preferred • Familiarity with AI tools and data-driven marketing approaches preferred • Experience in fintech, wealth management, philanthropy, or donor-advised fund ecosystems strongly preferred

🏖️ Benefits

• N/A