Product Marketing Manager - Research

Marketing Full-Time Raleigh, North Carolina ALL US, United States ReqID:5116


Envestnet is seeking a passionate and talented Product Marketing Manager - Research to join our Marketing team. 

Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.

Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on. 

Job Summary:

Envestnet is seeking a Senior Product Marketing Manager – Research who will drive the marketing and content strategy for Research solutions for both Investment & Corporate markets as well as the industry marketing of the Yodlee Income & Spending analytics trends.

This role will work closely with research product management, sales leadership, account management and marketing channels to drive development of use cases and marketing assets for financial, retail, merchant, and corporate users.  

This role will rapidly produce detailed oriented and creative use cases to clearly showcase the value data can play in highly targeted strategies. 

Job Responsibilities:

  • Develop use case content to help the sales team and organization understand and articulate the value propositions versus other in the market.
  • Build standardized marketing content that can be rapidly developed in response to industry events, such as quarterly earnings, shifts in consumer spending or trending research or topics.
  • Build marketing content in the form of messaging guides, presentations, solution briefs, articles, blog posts, thought leadership, webinars, advertising, digital assets and website content
  • Lead specific product go-to-market efforts for target markets in close partnership with working with all internal stakeholders.
  • Support the process for the continuous evaluation of trends and adjust strategy to capitalize on shifts in the marketplace
  • Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
  • As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk

Required Qualifications:

  • Bachelor’s degree in marketing, economics, business, or related fields in investment management.
  • 3+ years direct experience in enterprise data and analytics software marketing and/or retail, consumer brands, and finance industry knowledge
  • Strong writing and editing skills to develop and release content to the internal and external markets
  • Ability to connect market trends around industry sectors in capital markets
  • Self-Starter and “Ownership” mentality, highly effective operator that can work rapidly in a lean organization.

Preferred Qualifications:

  • Ability to develop a customer buying vision that differentiates from other offerings.
  • Exceptional analytical skills to deconstruct, interpret and link together market activities, quarterly earnings results, and alternative forms of data to derive conclusions
  • Strategic thinking and problem-solving abilities that can bring attention to details and overlooked areas in data, or market trends.

About Us:

Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back‐office needs while leveraging our platform to grow their businesses and expand client relationships.

We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.

Why Choose Envestnet:

  • Be a member of a leading financial services and products innovation company
  • Competitive Compensation/Total Reward Packages that include:
    • Health Benefits (Health/Dental/Vision)
    • Paid Time Off (PTO) & Volunteer Time Off (VTO)
    • 401K – Company Match
    • Annual Bonus Incentives
    • Equity
    • Parental Stipend
    • Tuition Reimbursement
    • Student Debt Program
    • Charitable match
    • Wellness Program
  • Work on global projects with diverse, energetic, team members who respect each other and celebrate differences
  • The best work locations with unlimited snacks!


The annual base salary range for this position is $51,000 to $110,000.

Envestnet is an Equal Opportunity Employer.