Director of Product Marketing- Investments

Summary

Workiva’s Financial Services Product Marketing Team leads the go-to-market strategy for Workiva's premier cloud-based financial and regulatory reporting platform tailored for investment firms, banks, and insurance companies across the globe. Workiva is seeking a Director of Product Marketing- Investments, to create and manage global go-to-market efforts specifically targeting asset management, private equity firms, and fund administrators.

The Director of Product Marketing- Investments is a subject-matter expert who creates the go-to-market strategies for products and solutions in their area of expertise, including product positioning, marketing strategy, and sales enablement to drive buyer awareness and desired business outcomes. The Director of Product Marketing- Investments leads product and solution launches cross-departmentally and identifies and prioritizes product features while providing consulting and management support to the assigned business initiative.

What You'll Do

• Create a go-to-market strategy for assigned products, markets, and solutions, and ensure that execution of the plan drives business goals

• Manage platform and point-solution initiatives to focus sales efforts and ensure the achievement of revenue and profit goals for specific solutions

• Drive the development, execution, and delivery of thought leadership content (webinars, blogs, white papers, etc.) to advance credibility and awareness, and drive pipeline

• Collaborate with Product Management, Sales, Sales Operations, and Field Readiness for successful sales roll-outs of sales enablement and support tools

• Develop product positioning and complete competitive analysis

• Consult with customers in partnership with Product Management and Sales to explore product and market opportunities

• Identify key functional, ecosystem, and operational requirements to serve the targeted market better

• Provide consulting and management support to marketing and sales areas, identifying emerging market opportunities

• Become an influencer through thought leadership exposure and speaking engagements across industry associations

What You'll Need

Minimum Requirements:

Education

• Bachelor’s Degree in marketing or related field

Experience

• 10+ years experience in product marketing, industry marketing, or corporate marketing

Preferred Qualifications

• In-depth knowledge of the investment landscape, including familiarity with financial products, services, and regulatory frameworks

• Experience in business-to-business (B2B) tech marketing, with a preference for Software as a Service (SaaS) expertise

• Experience with industry technologies that service the relevant processes of the buyer persona 

• Proficiency in implementing product-led growth go-to-market strategies, approaches, and tactics

• Effective communication skills across all organizational levels, spanning from buyers and end-users to executive management

• Demonstrated success in collaborating and influencing cross-functional leadership teams, including Sales, Marketing, Product, Sales Operations, Enablement, and Customer Success

• Strategic mindset with the ability to derive insights from data for decision-making

• Proven ability to innovate and optimize business-driven strategies

• Exceptional listening, communication, and program management skills

• Knowledge of North American and global financial services markets, specifically focusing on the broader regulated reporting market within Investments, including external and internal reporting subprocesses.

Travel Requirement

• Up to 40%

  
  

Working Conditions & Physical Requirements

• Reliable internet access for any period working remotely, not in a Workiva office.

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How You’ll Be Rewarded:

• Salary range in the US: 

$147,000.00 - $250,000.00

• A discretionary bonus typically paid annually
• Restricted Stock Units granted at time of hire
• 401(k) match and comprehensive employee benefits package

The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.

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