Develop executive-facing positioning, messaging, and adoption materials for a banker-focused platform. Produce a concise North Star narrative, persona-based value props, launch and activation plans, competitive insights, demo scripts, and storyboards for a vision video. Align strategy across Product, Design, Engineering, and AI to drive internal adoption and daily usage.
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.
- 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.
- 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 58,000
Maximum Compensation: USD 203,000
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
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