Title: Director of Product & Lifecycle Marketing
Location: Remote, United States
Reports to: Vice President of Product Design and User Experience
Partners with: Product Management, UX Research, Engineering, Sales, Customer Success, Revenue Operations
About Us
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize how they talk about estate planning with their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.
Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025.
The Director of Product & Lifecycle Marketing owns how customers discover, understand, adopt, expand, and advocate for the platform. Reporting into the Product Design and UX organization, this role ensures that customer understanding, storytelling, and adoption are embedded directly into how the product is designed, built, and launched.
This leader operates at the intersection of product, design, growth, and revenue and is responsible for transforming platform capabilities into clear, compelling, visually rich customer experiences across every channel and lifecycle stage.
This is not a traditional campaign-based marketing role. It is a product-embedded, design-led growth leadership role that combines strategy, execution, and team leadership.
Define and operate the system that drives:
Feature awareness and adoption
Onboarding and activation
Engagement and retention
Expansion and upsell
You will map the full customer journey and design cross-channel and in-product programs that continuously move users toward deeper value and revenue.
You will be tightly embedded with Product Design, UX Research, and Product Management.
You will:
Participate in customer discovery, usability testing, and journey mapping
Translate customer insights into positioning, messaging, onboarding flows, and in-app guidance
Ensure features are not just released, but understood, valued, and adopted
This role ensures the product tells its story clearly and beautifully.
This role sets the quality bar for how the product is presented visually and narratively.
You will:
Direct and influence the creation of:
Product videos
Webinars
Demo walkthroughs
Feature explainers
In-app tours and visual guides
Work closely with designers and content creators to ensure everything meets a premium, design-led standard
Strong visual sensibility and video storytelling experience are major advantages.
You own the engine that converts product releases into customer and revenue growth.
That includes:
Launch positioning and narrative
Release planning and sequencing
Adoption and activation programs
Expansion and upsell campaigns
Sales enablement and customer education
You coordinate what ships, how it is explained, and how it drives usage and revenue.
You are accountable for both strategy and production across:
Webinars and product walkthroughs
In-app guided tours
Help center articles and videos
Knowledge base strategy, creation, and maintenance
New feature announcements
Sales one-pagers
Sales decks
Product demo and explainer videos
Competitive positioning and use-case narratives
Contextual upsell and cross-sell experiences
Feature discovery and nudges
Usage-based prompts and upgrade paths
Transactional and behavioral emails
Onboarding and activation sequences
Retention and re-engagement campaigns
You serve as the coordination hub across:
Product Management
Product Design
UX Research
Sales
Customer Success
You ensure:
Releases are aligned
Messaging is consistent
Sales is enabled
Customers understand and adopt new capabilities
This role turns internal product development into external customer momentum.
You are the standard-bearer for product storytelling.
You will personally write and review:
Feature announcements
In-app copy
Sales narratives
Knowledge base content
Video scripts
Product positioning
Clarity, tone, and narrative quality are core to the role.
You will build and lead a high-performance product marketing team.
You will:
Hire and develop product marketers, content strategists, and growth specialists
Set execution standards and quality bars
Create a culture of customer-driven, product-led storytelling
This is a player-coach role — strategic leadership combined with hands-on ownership.
10+ years in Product Marketing, Lifecycle Marketing, or Product-Led Growth
Experience in SaaS, fintech, or complex digital platforms
Strong writing and narrative development skills
Demonstrated ability to lead teams and operate cross-functionally
Experience working deeply with Product, UX, and Design
Strong visual and video storytelling sensibility
Deep understanding of in-app growth, onboarding, and expansion mechanics
This role ensures the platform is not just built — it is:
Understood
Adopted
Valued
Expanded
It is the difference between shipping features and building a design-led, growth-driven product platform.
Benefits & Perks
Competitive salary.
Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year.
Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
100% company-paid basic life insurance, short-term and long-term disability insurance.
100% paid parental leave upon eligibility.
Company equity managed through Carta.
401k with match and 100% vesting upon hire.
Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
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