Solutions Marketing Director - Wealth Management

Category:  Marketing

New York, NY, US Toronto, ON, CA


Appway is a leader in delivering state-of-the-art onboarding and front office solutions to drive digital transformation further in the FSI world. Our award-winning fit for purpose solutions have a high potential to expand beyond standard solutions.


About this role:

We are looking for a creative, passionate and well-rounded product marketer (mix of consulting engineering and marketing) to join the Solutions Marketing team at Appway. Our mission in Solutions Marketing is to bridge the gap between technology and business needs with powerful industry messaging and fit-for-purpose solutions. This is a highly collaborative role that works closely with many other functions to build demand.


As a Solution Marketing Director at Appway, you will guide messaging, content and GTM programs for the Financial Services. You will work with sales, marketing, and our customers to build awareness, demand generation and sales enablement programs that help achieve pipeline goals. You will also create thought leadership content through editorials, blogs, white papers, industry, and partner events. The ideal candidate is someone with wealth management experience and knowhow.



  • Develop messaging and content that articulate Appway platform capabilities, differentiating value, and solutions for the Financial Services with focus on Wealth Management and Investor Services
  • Partner with marketing teams to develop targeted campaigns for business leaders and technical practitioners
  • Create the core messaging and content for digital programs, field marketing, sales engagements, and channel marketing
  • Generate targeted content to create awareness in the industry including infographics, eBooks, articles, blogs, videos, webinars, and other customer-facing materials.
  • Work with customers to build compelling content for high-profile speaking engagements, customer case studies, videos, and brand campaigns
  • Manage industry solution product launches
  • Research customer and market trends to help inform content development and enablement
  • Work with industry SMEs to build sales tools, enablement, and training e.g., sales plays, sales presentations, battlecards, and prospecting templates.
  • Collaborate with sales teams to drive awareness, generate demand, and drive business growth



  • 5+ years of experience in product marketing, solution marketing or industry marketing for an enterprise software or SaaS company.
  • Proven track record in creating multi-faceted marketing and sales enablement material – this is a must-have!
  • Proven track record in marketing enterprise software for Banking and Financial Services – this is also a must-have!
  • Customer-facing experience with personas like business analysts and business executives ,like CEO’s, COO’s,  compliance and operations managers, technology leaders such as CDO's, CTO's, CIO's
  • Portfolio of impactful messaging, content, and sales enablement materials
  • Experience presenting at conferences/seminars and customer engagements
  • BS in Marketing or Computer Science, Engineering, coupled with relevant professional experience; MBA or advanced degree a plus


Important notice: Appway, Inc. is committed to ensuring equal employment opportunities for all employees, including qualified employment applicants. Appway strives to maintain an environment free of discrimination based on race, color, religion, gender, national origin, ancestry, age, disability, genetic information, military or veteran status, marital status, sexual orientation, gender identity, citizenship, or any other protected category or characteristics as defined by federal, state or local laws.