Product Marketing Leader - Financial Services

Posted 2 Days Ago
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2 Locations
Senior level
Artificial Intelligence • Cloud • Fintech • Professional Services • Software • Analytics • Financial Services
Workiva is the world's leading cloud platform for transparent reporting.
The Role
The Product Marketing Director will create and manage global go-to-market strategies for Workiva's financial services products. Responsibilities include developing marketing strategies, executing product launches, driving content development, and collaborating with various teams to optimize sales efforts and drive customer engagement.
Summary Generated by Built In

Workiva’s 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 Product Marketing Lead  to create and manage global go-to-market efforts specifically targeting Financial Services - Banking, Insurance and Investments.

The Product Marketing Leader for Financial Service 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. They lead 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

  • Bachelor’s Degree in marketing or related field

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

  • Thorough working knowledge of the Financial Services industry

Preferred Qualifications

  • 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 European and global financial services markets - specifically focusing on the broader regulated reporting market within Investments, including external and internal reporting subprocesses.

Working Conditions & Travel Requirement

  • Up to 30% travel for customer and internal meetings

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

Workiva is an Equal Opportunity Employer. We believe that great minds think differently. We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation.  Employment decisions are made without regard to age, gender identity, race, religion, disability status, sexual orientation, or any other protected characteristic.  

Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email [email protected].

Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.

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The Company
HQ: Ames, IA
2,800 Employees
Remote Workplace
Year Founded: 2008

What We Do

Workiva simplifies complex work for thousands of organizations around the world, including 85% of the Fortune 500®. Our cloud technology, the Workiva platform, is a fit-for-purpose, connected reporting and compliance platform that enables our customers to streamline processes, connect data and teams, and ensure consistency—all within a controlled, secure, audit-ready platform. Workiva customers connect critical business data directly from source systems to our cloud platform, seamlessly enabling collaboration and deep integration into existing workstreams. The Workiva platform provides unparalleled trust, transparency, and assurance for all stakeholders. That’s why thousands of enterprises across 170 countries use the Workiva platform.

Why Work With Us

Our mission at Workiva—powering transparent reporting for a better world—is driven by company values and principles. They inspire and guide what we do—from how we build our software to how we treat our employees. Here you have the freedom and resources you need—backed by a culture of collaboration and diverse thought—to keep breaking new ground.

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