About this role
Marketing Strategist
Job Description
Key responsibilities
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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.
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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.
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Persona-Based Storytelling: Tailor value propositions by persona:
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Senior bankers: “Prepared in seconds, guided throughout the day”
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Coverage: “Relationship clarity + sponsor signals”
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Origination: “Faster pitch prep + deal context”
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Juniors: “Execution acceleration + context library”
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Awareness & Adoption Assets: Produce a package of adoption materials:
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Executive briefing deck storyline (1–3 key slides)
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Banker-facing one-pager(s)
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Demo script and talk track
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Internal comms templates (launch email, FAQ, quick start)
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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).
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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.
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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”).
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Cross-Functional Alignment: Ensure consistent story across Product, Design, Engineering, AI, and stakeholders—so prototype, deck, and roadmap all reinforce the same narrative.
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Must-have skillsets
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7+ years in product marketing / marketing strategy / strategic communications for digital products (enterprise or highly regulated environments preferred).
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Proven ability to distill complex tech into simple, compelling, outcome-driven messaging.
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Experience creating executive narratives and materials for senior leadership audiences.
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Strong understanding of user adoption levers (behavior change, value framing, internal comms, pilot rollouts).
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Comfortable partnering with product/design/engineering to align story to real capabilities and timelines.
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Excellent writing, storytelling, and presentation skills.
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Nice-to-have
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Financial services / Investment Banking familiarity (coverage model, client lifecycle, deal motions).
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Experience launching mobile; desktop products and/or tools for client-facing roles.
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Experience with AI product storytelling (briefing, summarization, signal generation) and responsible AI messaging.
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Compensation, Benefits and Duration
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Minimum Compensation: USD 56,000
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Maximum Compensation: USD 197,000
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Compensation is based on actual experience and qualifications of the candidate. The above is a reasonable and a good faith estimate for the role.
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Medical, vision, and dental benefits, 401k retirement plan, variable pay/incentives, paid time off, and paid holidays are available for full-time employees.
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This position is not available for independent contractors
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No applications will be considered if received more than 120 days after the date of this post
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Job Info
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Job Identification
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26790
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Job Category
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Development
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Posting Date
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08/21/2026, 07:11 PM
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Degree Level
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Bachelor's Degree
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Job Shift
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Day
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Locations
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United States