Job Description

GeoWealth - Fintech Product Marketing Associate

OPPORTUNITY

GeoWealth is a Chicago-based fintech firm that offers an award-winning digital advisory platform, including Turnkey Asset Management Platform (“TAMP”) capabilities. We deliver a comprehensive and fully integrated wealth management technology platform to professionals in the financial services industry.

Our Marketing team is on an exciting trajectory, and we’re looking for a Product Marketing Associate to join us. This role will be based in Chicago, IL and report to the Head of Marketing but work closely with members of the Product team. GeoWealth is developing industry-leading investment and technology capabilities, and this role will be essential to driving brand awareness and client adoption. If you have design and skills, investment knowledge, and a passion for tech innovation, then this may be the role for you!

ABOUT THIS ROLE

GeoWealth delivers both investment products and technology products to financial advisors. The Product Marketing Associate role will support the creation and distribution of marketing collateral related to GeoWealth’s investment and technology products to support product adoption and win new business.

As a Product Marketing Associate, you will design collateral and develop marketing messaging for deployment to multiple audiences: prospects, clients, and partners. You will collaborate with cross-functional teams to support the company’s overall objectives and market our services, features, and products. Regular tasks and responsibilities may include:

➜ Design & Deliver Marketing Collateral

• Design product and investment-related documents, social graphics, email graphics, and website graphics. Will require the proficiency in Adobe Creative Suite and Microsoft Office Suite.
• Develop technology product collateral such as release notes, user guides, in-app messages, and how-to videos.
• Develop investment product collateral such as factsheets, investment performance summaries, white-labeled investment collateral, and investment commentary.
• Maintain brand standards and utilize existing collateral templates or create new ones as needed.

➜ Product Positioning & Messaging

• Clearly articulate how GeoWealth’s investment and technology products deliver unparalleled insights, efficiency, and value.
• Develop and refine product positioning, messaging, and value propositions that resonate with financial advisors, independent RIAs, home offices, and enterprises.
• Learn from GeoWealth platform power-users and GeoWealth’s Product Team to master our proprietary products in order to communicate use cases, value-adds, and tips for success.

➜ Go-to-Market Strategy & Execution

• Collaborate with Subject Matter Experts and cross-functional teams in planning and executing successful product launches for new features and enhancements.
• Conceptualize and implement marketing campaigns across digital channels, including email, social media, web, and in-app experiences.
• Define, execute, and measure a long-term product marketing strategy aligned with revenue goals and business objectives.
• Ensure messaging aligns with the company’s overarching vision and drives differentiation in the market.

SKILLS, KNOWLEDGE & EXPERIENCE

• Experience: Minimum of 3 years of marketing or product marketing experience; experience in wealth management, financial services, or SaaS is a plus.
• Knowledge of Financial Markets and Products : Familiarity with investment products (stocks, bonds, ETFs, mutual funds, alternatives etc.) and financial reporting.
• Technology Proficiency : Need the ability to learn GeoWealth’s proprietary technology platform.
• Creative with an Eye for Design : Must be proficient in graphic design to create graphics and to utilize GeoWealth branded collateral templates (documents, graphics, etc.)
• Familiarity with Our Tech Stack : The Marketing Team relies on Adobe Creative Suite, Microsoft Office Suite, HubSpot, WordPress, Jira, and more.
• Bachelor’s Degree required, preferably in Marketing, Finance, or Business.
• Proven ability to develop and execute product-messaging campaigns that drive measurable results.
• Expertise in creating compelling product messaging and positioning for complex solutions.
• Collaborative and adaptable, with the ability to work cross-functionally in a fast-paced environment.
• Excellent written and verbal communication skills.
• Detail-oriented with a strong focus on delivering high-quality work.
• Ability to work collaboratively in a fast-paced, team-oriented environment.

COMPANY CULTURE & PERKS – HIGHLIGHTS:

• Casual work environment with fun, hard-working, and open-minded coworkers
• Competitive salary with opportunity for performance-based annual bonus
• Opportunities to up-skill, explore new responsibilities, and network across departments
• Defined and undefined career pathways allowing you to grow your own way
• Flexible PTO and work schedule to ensure our team balances work and life
• Hybrid work schedule, with three days in the office and two days working from home
• Maternity and paternity leave
• Medical, Dental, and Vision, Disability insurance
• Free access to Spring Health, a comprehensive mental health solution
• 401(k) with company match and a broad selection of investments
• Voluntary insurance: short-term disability, long-term disability, and life insurance
• FSA and transit benefits for employees that contribute pre-tax dollars
• Modern office space on Chicago’s Magnificent Mile with free on-site gym and nearby parking
• Weekly catered lunches in the Chicago office, plus monthly happy hours
• Stocked kitchen in Chicago with snacks and drinks
• GeoWealth was recognized as “Best Place to Work” by Purpose Jobs 2025, 2024 and 2022
• GeoWealth was recognized as “Best Place to Work” by Built In in 2024, 2023 and 2022

GeoWealth is an equal employment opportunity employer and does not discriminate in its employment decisions on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, physical or mental disability, or on any other basis that would be in violation of any applicable federal, state or local law. Any offer of employment is contingent upon a background check.

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