About Evergreen Wealth

Evergreen Wealth is led by fintech pioneer, Bill Harris. He ran TurboTax, was CEO of PayPal, and founded Personal Capital, which grew to a $25 billion investment firm. Our mission is to help high achievers attain their life goals. We use digital technology to re-engineer traditional banking and investment products and deliver a custom financial solution.

Who We Are

We're a dynamic RIA startup reimagining wealth management through innovative technology and client-first approaches. Our team is building the future of financial operations, where technology, creativity, and client service intersect.

The Opportunity

We're seeking a Product Marketing Manager to join our team during an exciting growth phase. In this role, you’ll help shape our customer acquisition strategy as we build our marketing foundation from the ground up, strengthen our digital presence, and clearly communicate our unique value to potential clients.

Success in this role means going beyond traditional product marketing—you’ll bring a strong understanding of organic growth to help us scale through compelling content, SEO, and owned channels. This is a high-impact opportunity to make a meaningful mark in a dynamic, early-stage environment.

Key Responsibilities

• Develop compelling product positioning and messaging that clearly articulates our unique value proposition to our target audience
• Create comprehensive sales enablement assets including battle cards, objection handling guides, and presentation decks to support our advisory team
• Develop content including e-books, customer success stories, case studies, and product collateral that effectively communicate our product benefits
• Conduct competitive intelligence and market analysis to inform our product strategy and positioning
• Lead pricing and packaging initiatives in collaboration with product and leadership teams
• Partner with our design agency to ensure consistent brand voice and visual identity across all marketing materials
• Develop go-to-market strategies for new product features and offerings
• Website management, SEO, PR, and strategic content planning.
• Blog content creation to enhance brand visibility and drive conversions.
• Oversight and optimization of organic social media channels.
• Gather customer insights to inform product development and marketing strategiies

Qualifications

• 5+ years of product marketing experience, preferably in fintech, wealth management, or financial services
• Proven track record of developing effective marketing strategies that drive customer acquisition and growth
• Strong understanding of digital marketing funnels and conversion optimization
• Experience with data-driven marketing and ability to use analytics to inform decision-making
• Excellent written and verbal communication skills with ability to simplify complex financial concepts
• Understanding of investment concepts, tax strategies, and financial planning (preferred)
• Bachelor's degree required; MBA or advanced degree a plus

Ideal Candidate Attributes

• Customer-centric mindset with a passion for solving real financial problems
• Strategic thinker who can also execute tactical marketing initiatives
• Data-driven approach to marketing with strong analytical skills
• Ability to thrive in a fast-paced, evolving environment
• Collaborative team player who can work effectively across departments
• Comfort with ambiguity and ability to create structure where needed