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Product Marketing Specialist

Allworth Financial is a leading investment financial advisory firm specializing in retirement planning and investment advising, seeking a Product Marketing Specialist to develop impactful sales collateral.

Skills

  • Sales process understanding
  • Project management skills
  • Strong communication skills
  • Collaboration with creative teams
  • Content gap identification
  • CRM familiarity

Responsibilities

  • Collaborate with sales teams to identify content needs
  • Develop and manage sales enablement materials
  • Work with designers and writers for brand alignment
  • Research industry trends for tailored content
  • Maintain and optimize sales enablement resources
  • Gather feedback for content refinement
  • Utilize Monday.com for content tracking
  • Assist in developing training materials

Education

  • Bachelor’s degree in marketing, business, communications, or related field

Benefits

  • Medical and dental insurance
  • Vision insurance
  • Flexible working arrangements
  • 401K contributions
  • Paid time off
  • Equity Purchase Program
To read the complete job description, please click on the ‘Apply’ button
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CEO of Allworth Financial
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Scott Hanson and Pat McClain
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Average salary estimate

$80000 / YEARLY (est.)
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$70000K
$90000K

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What You Should Know About Product Marketing Specialist, Allworth Financial

Are you ready to take your career to the next level as a Product Marketing Specialist at Allworth Financial? Based in Dallas, Texas, Allworth Financial is a thriving independent investment advisory firm focused on retirement planning and investment advising. In this exciting role, you'll collaborate closely with our dynamic sales teams to create powerful sales enablement materials that drive business success. You'll get to flex your creative muscles by developing presentations, case studies, and pitch decks that resonate with our clients. Your insight into industry trends and buyer personas will help shape content that truly connects. We value innovation, so you’ll get the chance to work with talented graphic designers and content writers to ensure the materials align perfectly with our brand and marketing strategies. With 5-7 years of experience in sales enablement or marketing, you’ll be equipped to manage multiple projects and communicate effectively with all stakeholders. Plus, you’ll benefit from a collaborative work environment where your input is valued and your career growth is encouraged. Join us, and be a part of a company recognized for its exceptional employee satisfaction and strong growth trajectory. Ready to start making a difference? Let’s connect and see how you can help us craft the future of financial advisory!

Frequently Asked Questions (FAQs) for Product Marketing Specialist Role at Allworth Financial
What are the main responsibilities of a Product Marketing Specialist at Allworth Financial?

As a Product Marketing Specialist at Allworth Financial, you will be responsible for collaborating with sales teams to identify and develop impactful sales collateral. This includes creating presentations, case studies, and pitch decks while ensuring that all content aligns with our brand messaging. Your role will also involve researching industry trends to tailor content for different buyer personas and maintaining a library of sales enablement resources to ensure all materials are up-to-date.

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What qualifications do you need to apply for the Product Marketing Specialist position at Allworth Financial?

Applicants for the Product Marketing Specialist position at Allworth Financial should typically have 5-7 years of experience in sales enablement or marketing, particularly in roles that support sales teams. A Bachelor's degree in marketing, business, or communications is essential. While experience in financial services is a plus, it isn’t required. A portfolio showcasing your past sales enablement materials will also be highly valued.

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How does Allworth Financial support the career growth of a Product Marketing Specialist?

Allworth Financial is dedicated to fostering a collaborative and creative environment where associates can thrive. As a Product Marketing Specialist, you will have access to various training opportunities and resources to enhance your skills. Furthermore, Allworth’s strong growth trajectory presents future career advancement opportunities within the company, allowing you to expand your professional horizons while contributing to our success.

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What tools does a Product Marketing Specialist at Allworth Financial use?

In the role of Product Marketing Specialist at Allworth Financial, you will be using platforms like Monday.com to track content development and ensure that all sales enablement materials are delivered on time. Familiarity with CRM and sales enablement platforms will also be beneficial as you work collaboratively with sales and marketing teams.

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What benefits can a Product Marketing Specialist expect at Allworth Financial?

Allworth Financial offers a comprehensive benefits package for its associates, including competitive base pay, medical and dental insurance, flexible spending accounts, and generous 401K contributions. Additionally, full-time associates enjoy a flexible paid time off policy, creating a work-life balance that supports your well-being and productivity.

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Common Interview Questions for Product Marketing Specialist
How would you approach creating effective sales collateral for Allworth Financial?

To create effective sales collateral at Allworth Financial, I would start by collaborating closely with the sales teams to identify their needs and pain points. Researching industry trends and analyzing our target audience would help me tailor content that resonates with various buyer personas. I'd ensure that all materials maintain alignment with Allworth's brand messaging while providing compelling reasons for potential clients to engage with our services.

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Can you describe a successful project you managed in a previous marketing role?

In my previous marketing role, I managed a project that involved creating a comprehensive sales playbook for our sales team. I collaborated with various departments to gather insights, developed content that addressed common client concerns and training needs, and implemented a streamlined process for feedback and revisions. The end result was a resource that improved sales performance and shortened onboarding time for new members.

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What strategies do you use to stay updated on industry trends?

To stay updated on industry trends, I regularly read industry publications, participate in webinars, and engage with professional networks on platforms like LinkedIn. I also set up Google Alerts for relevant keywords and follow thought leaders in the financial services and marketing sectors, ensuring I'm aware of the latest insights and developments that can inform our marketing strategies.

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How do you prioritize multiple projects with tight deadlines?

I prioritize multiple projects by assessing their urgency and impact on the overall business goals. I utilize project management tools like Monday.com to create clear timelines and milestones, which help me visualize deadlines and allocate resources efficiently. Regular check-ins with team members also allow me to adjust priorities as needed and ensure that we remain on track.

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What is your experience with collaboration in a cross-functional team?

I've had extensive experience collaborating in cross-functional teams. In my previous role, I often worked with sales, design, and content teams to develop cohesive marketing materials. I believe open communication and regular updates are vital in these collaborations, fostering a seamless workflow and ensuring everyone is aligned with the project goals and deadlines.

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How would you measure the effectiveness of sales enablement materials?

To measure the effectiveness of sales enablement materials, I would analyze metrics such as engagement rates, conversion rates, and feedback from the sales team. By using tools to track the performance of different materials and gathering qualitative insights, I could gain a clearer understanding of what works and what needs improvement. This data-driven approach is essential for optimizing our content over time.

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Can you share an example of how you adapted content for different buyer personas?

In a previous role, I was tasked with creating content for diverse buyer personas in the healthcare sector. I conducted interviews with representatives from each persona group to understand their unique pain points and motivational drivers. This helped me tailor messages and case studies specifically suited to their preferences and challenges, ultimately enhancing the relevance of our marketing collateral.

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What role do you think creativity plays in the marketing process?

Creativity is pivotal in the marketing process as it helps to differentiate a brand and engage the audience effectively. In my view, effective marketing requires innovative ideas that capture attention and tell a compelling story. Creative approaches to content development can lead to more memorable sales materials that not only inform but also inspire action among potential clients.

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How have you utilized feedback to improve your marketing materials?

In my previous experiences, I actively sought feedback from both sales teams and clients on the marketing materials I developed. I would then analyze this input to identify trends or areas for improvement. For example, based on feedback about a particular presentation, I revised and adapted the content to better address client concerns, resulting in higher engagement and better performance during pitches.

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What excites you most about the Product Marketing Specialist position at Allworth Financial?

I'm particularly excited about the opportunity to work in a fast-growing, innovative environment like Allworth Financial. The chance to collaborate with talented sales and marketing professionals while creating impactful sales enablement materials truly resonates with my skills and interests. Additionally, Allworth's commitment to employee satisfaction and ongoing growth presents an ideal backdrop for me to thrive as a Product Marketing Specialist.

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MATCH
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FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
SALARY RANGE
$70,000/yr - $90,000/yr
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
March 13, 2025

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