Conquest Planning

Compensation

Full Description

Established in 2018, Conquest is the market-leading technology company behind Strategic Advice Manager® (SAM), a verifiable AI financial advice engine built to power personalized, continuous financial guidance at scale. Today, the company supports more than 75% of financial advisors across Canada, while SAM has powered millions of financial plans globally. Its technology enables financial institutions, banks and advisors to deliver expert guidance across the full wealth spectrum, from mass-market clients to ultra-high-net-worth individuals. At its core is a mission to make quality financial guidance accessible to all. Conquest was founded by a team of financial technology veterans with a track record spanning more than 30 years in the financial planning software space. Its strategic investors include Goldman Sachs Alternatives, 7RIDGE, Canapi Ventures, Citi Ventures, BDC Capital, TIAA Ventures, USAA, BNY, Portage and Royal Bank of Canada. The opportunity Our customers are our biggest growth lever. In this role, you make sure the banks and wealth management firms using Conquest get the most out of our verifiable AI engine, expand their use cases, and bring more of their people into it – or bring our headless engine to more surfaces. You activate our positioning and take the messaging frameworks set by our Director of Product Marketing and turn them into expansion plays, adoption programs, and sales-ready assets that our Product teams, Account Management, and Sales teams use to grow our footprint. What you’ll do Lead the customer-facing side of launches for existing customers, including release communications, what’s-new content, and enablement for Customer Success Define and execute against product release tiers to drive feature adoption and impact across the business Build adoption programs for new and underused capabilities through webinars, advisor training content, email journeys, and CS-led plays Set adoption targets with Product and Customer Success for each major release, and report against them Support our direct-to-advisor 30-day trial with onboarding messaging, nurture content, and conversion experiments, in partnership with Demand Generation and Product Develop compelling customer story narratives that reinforce Conquest’s unique headless engine and the impact it has for advisor workflows, working directly with account teams and customers Equip account teams to sell expansion with business cases, value-realization stories, upgrade guides, objection handling, and customer proof points Map the buying network inside customer firms, from home office and compliance to operations, technology, and advisors, and build programs that engage more of them Step into active expansion deals to unblock them with deal-specific assets, ROI support, and objection coaching Partner with Demand Generation on account-based programs aimed at existing customers Research adoption barriers, expansion wins and losses, and why customers do or don’t buy more Build adoption and expansion reporting with product analytics, RevOps and Marketing Operations Bring customer insight to the Director of Product Marketing to sharpen positioning, roadmap input, and packaging Use AI tools to synthesize customer calls, spot usage patterns, test messaging, and speed up content production What you bring 4–6 years in product marketing, customer marketing, or sales enablement at a B2B SaaS company with an enterprise, sales-led motion A track record of driving feature adoption across an installed base, with the metrics to show it Direct experience partnering with account managers and customer success managers on live deals and customer conversations An AI-native builder who has created a customer growth program, playbook, or process from scratch Analytical and comfortable with Salesforce reporting and usage data A clear, sharp writer who turns complex capabilities into content that changes customer behavior Uses AI to move faster and stays critical of what it produces Exposure to PLG, self-serve or trial-based conversion is a plus Experience in fintech, wealthtech, or another regulated industry is a plus What to expect An inclusive culture comprised of extremely talented individuals A leadership team with a proven track record of success Hands-on coaching and a clear path to grow your career The opportunity to join a fast-growing company as it expands across the globe Competitive compensation and generous benefits How to apply If this opportunity is of interest to you, please apply to the Product Marketing Manager, Customer Growth job posting via Bamboo or email human.resources@conquestplanning.com by November 14, 2026. We thank all applicants for their interest. Only those invited for an interview will be contacted. Conquest Planning Inc. is an equal opportunity employer. Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please contact human.resources@conquestplanning.com.