Job Description

Our financial services client is looking for a Product Marketing Manager to work a 9-month assignment (40 hrs/week). The client prefers someone who can work onsite at least 3 days/week out of Lone Tree, CO (2 days work from home); however, they will consider remote candidates.

Our Market Research team focuses on strategic decision support, client loyalty and behavior, advanced analytics, market research, reporting, and data analysis. Our mission is to help the organization compete on analytics-serving clients and cultivating loyalty by understanding their needs, attitudes, and behaviors-and enabling strategic decisions in a data-driven, fact-based manner. Our services are in high demand due to our reputation for accuracy, strong business insight, outstanding productivity, and attention to detail. Our work has high visibility across the company, helping business partners shape marketing strategies and measure the effectiveness of various initiatives.

We are looking for an experienced strategic thinker with strong market research skills to support initiatives aimed at improving platform experiences and engagement. This role involves managing online communities of advisors and partnering with external research vendors and agencies to deliver actionable insights.

Key Responsibilities:

• Partner with vendors to manage an online community of advisor clients, maximizing participation and ensuring a first-rate experience.
• Develop an understanding of the advisor (RIA) audience to engage effectively.
• Collaborate across teams to define research goals and objectives.
• Manage research vendors, including relationship oversight, partnership development, and budget management.
• Structure and execute complex research projects from end-to-end.
• Oversee and optimize online communities to maximize value and insights.

Experience and Education:

• Minimum 5 years of experience in marketing research (vendor or client side).
• Experience with both qualitative and quantitative research methodologies.
• Bachelor's degree required.

Analytic and Research Skills:

• Ability to develop detailed, tactical project plans and deliver on time and within budget.
• Strong analytical, mathematical, and statistical skills; ability to extract insights from complex datasets.
• Capability to shape team thinking on research strategy, design, and execution.

Communications & Interpersonal Skills:

• Excellent written and verbal communication skills, including senior-management-level presentation skills.
• Collaborative approach; proactively seek opportunities for teamwork.
• Positive, team-oriented attitude.

Project Management Skills:

• Ability to manage multiple projects simultaneously and prioritize effectively.
• Comfortable working in a fast-paced, rapidly changing environment.
• Experience managing online communities and evolving them for maximum impact.

Preferred Qualifications:

• Experience engaging advisory boards or similar groups in an online setting.
• Research experience with financial advisors, particularly RIAs.
• Experience designing and managing User Experience (UX) studies.
• Familiarity with implementing AI tools in research.
• Background in mission-driven or social impact organizations.
• Financial services experience.

In this position, you may have access to client or customer systems, confidential and/or proprietary information or data, including financial information.

Benefits

Creative Circle's Freelance Employee benefits package includes eligibility for Minimum Essential Coverage (MEC) medical plan, dental/vision/term life package, discount prescription program, critical illness, accident, tele-behavioral health, and 401(k) plan. Sick leave is provided to Candidates whose assignment [work location](_postings.govdocs.com -23 EDeoO8rKMTHH24E&d=DwMF-g&c=0eTCB0nNi4K2jeP4BAvnzcTY3bBUzv8iW-Zx9Sm4vP0&r=i4pXjBcjGNJYUo-kETIN7vFPxgZX5xxYqH-mhElUdC4&m=77conARkWbDuO2y4J8LQ5QUa jad9lUkSwkcNtwz2oCGG3X1qzaI0Hej01o-ncv6&s=b23QfGDGPlVcn2bJqiFYbor6H498nvvDbQd0IPhRi68&e=){rel="noopener noreferrer" target="_blank"} is in a state or city subject to sick leave laws. A Minimum Value (MV) PPO medical plan, Employee Stock Purchase Plan, and paid holiday eligibility are based on length and dates of service.

Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:

Email your resume in Word to:

[billy.carter@jobalert.creativecircle.com](mailto:billy.carter@jobalert.creativecircle.com?subject=%20:%20WC3-1972012%20:%20Product%20Marketing%20Manager){rel="noopener noreferrer" target="_blank"}

Please do NOT change the email subject line in any way. You must keep the JobID: : WC3-1972012 -- in the email subject line for your application to be considered. *

Billy Carter - Recruiter, National Delivery

For Creative Circle to represent you for this opportunity, you must be currently authorized to work in the United States without the need of employer sponsorship for a non-immigrant visa such as a H-1B, TN, or O visa. We do not support or provide training for STEM/OPT programs. Additionally, you must be physically located in and perform the work for our client in the United States.

This job was first posted by Creative Circle on 12/12/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.

Creative Circle is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, or any other characteristic protected by law. Creative Circle will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. If you need a reasonable accommodation in the application process, please contact your Recruiter (the person you'll be interviewing with) or a member of our Human Resources team to make arrangements. United Healthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Creative Circle.

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