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Wealth Product Marketing Manager

Create compelling investment narratives to enhance client understanding and trust in new products
Milan
Senior
1 month ago
Moneyfarm

Moneyfarm

Provides digital investment management and personalized portfolios, combining human financial advisors with automated wealth management technology for individual investors.

Wealth Product Marketing Manager

We're a pan-European digital wealth manager with 130,000 active investors (growing fast!) and over €5 billion invested on our platform. With 220+ people across 4 offices in Italy and the UK, we're supported and funded by Poste Italiane, Cabot Square Capital, United Ventures and Allianz. We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we're known as one of the most innovative fintechs headquartered in the heart of London.

Mission

To provide investment solutions and advice to protect and grow client wealth through time.

Our Core Values:

We've built our business on three principles:

  • Relationships are our first asset: We're one team, built on trust, honesty and transparency. We value our relationships above all else.
  • Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
  • Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We're always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream

What this means in practice:

At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are – their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most.

About the role

As a Wealth Product Marketing Manager, you will play a pivotal role in defining and communicating Moneyfarm's wealth management proposition, translating investment expertise and product innovation into clear, customer-led narratives that drive understanding, adoption, and trust.

You will act as the bridge between the Investment Team, Product, and Commercial/Marketing functions, ensuring that our offering is clearly understood, effectively positioned, and powerfully communicated to both existing investors and prospective clients.

Your mission is to strengthen the connection between what we build and how customers understand and experience it, aligning Moneyfarm's investment proposition with customer needs, behavioral insights, and the company's commercial priorities.

Main Responsibilities:

  • Strategic Positioning & Proposition Development
    • Define and refine the messaging, positioning, and storytelling around Moneyfarm's wealth management products and services.
    • Translate complex investment and product concepts into clear, emotionally resonant messages, from campaign copy and product pages to internal briefs.
    • Shape the go-to-market strategy for new products, features, and service enhancements.
    • Ensure that all communications - from product updates to campaign materials - are aligned with Moneyfarm's brand, tone of voice, and strategic objectives.
    • Identify growth opportunities through market and customer insights, and translate them into refined positioning and messaging strategies that enhance adoption and engagement.
  • Commercial Enablement & Go-To-Market Execution
    • Lead go-to-market (GTM) initiatives for new propositions, features, and campaigns - defining value propositions, crafting key messages, and coordinating launch plans.
    • Work closely with the Advisory team to ensure strong investment narratives and product relevance perform campaigns.
    • Collaborate with the Investment team to translate portfolio updates, market outlooks, and investment strategies into impactful client communications.
    • Define the strategic brief and messaging framework for content, CRM, and acquisition teams to develop materials that support acquisition, engagement, and retention.
  • Performance Measurement
    • Monitor key commercial and marketing performance KPIs (net inflow, engagement, retention, conversion, NPS, etc.) to evaluate propositions' resonance and inform future positioning and messaging strategy.
  • Industry Analysis & Competitive Awareness
    • Stay on top of industry trends, competitor strategies, and regulatory developments within the wealth management landscape.
    • Use insights from market research and customer data to refine proposition positioning and ensure Moneyfarm's message remains distinctive and relevant.
    • Serve as the go-to expert for wealth management marketing, providing strategic input on narratives, content, and campaigns to ensure brand, product, and tone-of-voice consistency.
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Wealth Product Marketing Manager
Milan
Marketing
About Moneyfarm
Provides digital investment management and personalized portfolios, combining human financial advisors with automated wealth management technology for individual investors.