Wealth Product Marketing Manager

Overview

As a global market leader, iPipeline combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions that transform the life insurance, financial services, and protection industries. With one of the industry’s largest data sets, we help advisors/advisers and agents to transform paper and manual operations into a secure, seamless digital experience – from proposal to commission– so they can help better secure the financial futures of their clients.

At iPipeline, you’ll play a major role in helping us to provide best-in‑class, transformative solutions. We’re passionate, creative, and innovative, and together as a team, we continually strive to advance, accelerate, and expand the reach of our technology. We value different perspectives and are committed to creating an environment that embraces diverse backgrounds and fosters inclusion.

We’re proud that we’ve been recognized as a repeat winner of various industry awards, demonstrating our excellence and highlighting us as a top workplace in both the US and the UK. We believe that the culture we’ve built for our nearly 900 employees around the world is exceptional – and we’ve created a place where our employees love to come to work, every single day.

Come join our team!

About iPipeline

Founded in 1995, iPipeline operates as a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500®, and Fortune 1000® indices. iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. We couple one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows – from quote to commission – with seamless integration.

Our vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.

iPipeline is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to gender, race, color, religious creed, national origin, age, sexual orientation, gender identity, physical or mental disability, and/or protected veteran status. We are committed to building a supportive and inclusive environment for all employees.

This is an office-based position.

Job Summary:

• The Experienced Product Marketing Manager will support the development and execution of marketing strategies that drive demand and adoption of our products. The ideal candidate will have a passion for understanding customer needs, market trends, and how to position products effectively to gain market share. This role will collaborate closely with cross‑functional teams, including Product Management, Sales, Customer Success, and Marketing to ensure our products resonate with target customers.
  
  This role operates with moderate supervision, receiving guidance from the Director, Product Marketing and collaborating closely with cross‑functional peers.

Industry Knowledge:

• Possesses a working knowledge of the wealth management industry, including a growing understanding of fintech trends, digital advisory models, and relevant regulatory considerations.
• Understands how key industry participants operate, including broker‑dealers, registered reps, custodians, RIAs, and fund companies, and can tailor product messaging to resonate with these audiences.
• Able to speak to core industry workflows such as securities account opening, onboarding, brokerage and advisory transitions, annuity order entry and suitability, and financial forms automation, and articulate how Company's solutions address pain points within those workflows.
• Ability to apply this developing industry knowledge to create more relevant positioning, sales enablement materials, and go‑to‑market content that supports product adoption and demand generation.

Product Positioning & Messaging:

• Develop clear, compelling product positioning and messaging that…