Community Ambassador, B2B Product Marketing
Founded in 2017, Trust & Will is the leading digital estate planning platform, trusted by over one million users. We provide modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. Our seamless online platform simplifies the estate planning and settlement process, empowering individuals to create wills and trusts while also partnering with financial advisors, attorneys, and institutions to make legacy planning more inclusive and affordable.
As the Community Ambassador, B2B Product Marketing, you will join the B2B marketing team and report directly to the Head of B2B Marketing. In this role, you will blend product marketing and community engagement by driving awareness and adoption of our products within the financial advisor, non-profit and attorney communities. You will build authentic connections with partners and advisors, champion our product’s benefits, and showcase real-life use cases while maintaining an active, engaged community. From managing webinars and leading field activations to overseeing product-related content, you’ll be instrumental in driving both product and brand success.
This is an exciting opportunity to help shape a product marketing function in a fast-growing, mission-driven organization. If you’re passionate about product storytelling, engaging with customers and partners, and creating authentic experiences, this role is for you.
About you:
You’re a natural storyteller with a deep understanding of the product and its benefits. You enjoy connecting with people and can speak confidently about how our product solves real-world challenges. You’re organized, creative, and resourceful, with a passion for turning community insights into product-driven content. You enjoy collaborating cross-functionally and thrive in environments where product marketing and community engagement overlap.
In this role, you will:
- Own advisor-facing engagement and brand presence, both virtually and in person—becoming a recognizable, trusted face of Trust & Will within the advisor, non-profit and attorney communities.
- Take full ownership of webinars, livestreams, and live events—leading all aspects of planning, logistics, guest prep, run-of-show and deck development, platform execution, live moderation, and follow-up
- Oversee and manage all conference and field activations, coordinating end-to-end execution—from pre-event strategy to onsite engagement and post-event follow-up—ensuring a standout brand presence and efficient capture of content, connections, and insights.
- Produce and appear in video content including YouTube interviews, event coverage, and short-form social videos that highlight our advisors, partners, and subject matter experts.
- Lead community management on Facebook and LinkedIn, fostering discussion, promoting resources, and serving as a front-line connection to our advisor audience.
- Develop and scale our advisor contributor and spotlight programs, identifying standout voices for content features (e.g., newsletters, webinars, testimonials, podcasts).
- Develop customer-driven product content: Work with the content team to turn community feedback, customer stories, and product insights into high-performing content like blogs, case studies, newsletters, and emails.
- Partner cross-functionally with Content and Product Marketing to transform events, conversations, and community feedback into high-performing blog, email, and social assets.
- Feel comfortable being on camera, capturing authentic, UGC-style content in the field or from your own setup, and encouraging others to do the same.
- Track and analyze performance of webinars, events, and community initiatives, surfacing actionable insights to optimize engagement, reach, and conversion.
Qualifications:
- 4–6 years in B2B marketing, with a focus on product marketing, community engagement, and field marketing.
- Proven experience in product storytelling, presenting product features and benefits to advisors and partners.
- Strong interpersonal skills to build relationships with key customers, advisors, and partners.
- Experience leading virtual and in-person events that drive product adoption and engagement.
- Ability to repurpose user feedback and stories into product-focused content across various formats.
- Self-starter with a collaborative mindset and a passion for creating customer experiences that drive product success.
- This position is available to candidates residing in the following states only: California (CA), Colorado (CO), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Maryland (MD), New Jersey (NJ), New York (NY), North Carolina (NC), Pennsylvania (PA), Texas (TX), Vermont (VT)
Bonus Points for:
- Experience in the financial advisor or fintech space
- Familiarity with video editing, podcasting, or social media production
- Experience working in a fast-paced startup environment
- Background in community moderation or influencer marketing
Employee Benefits & Perks:
- Compensation: Salary + Equity
- Our salary range for this position is $110,000 - $130,000, in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below.
- PTO
- Flexible time off that you are encouraged to use
- Generous paid company holidays and breaks throughout the year
- Monthly friends & family day
- Paid time off to volunteer in your community
- Health and Wellness Benefits
- Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave
- Financial wellness benefits (Equity & tax advisory support, financial coach support, and employer-sponsored 401k with an employer match)
- Guest speakers & reimbursement for learning opportunities
- Extra
- Flexible work schedule + hours
- Family-friendly work environment. We support the complexity of a remote world with the needs of families
- Optional company-sponsored events and travel throughout the year
- $500 Work from home stipend + Apple accessories
About Trust & Will:
- We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote
- We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers.
- Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.
- California Privacy Notice: Trust & Will collects personal information from applicants including identifiers, professional/employment history, and education information to evaluate qualifications and communicate about your application. California residents have the right to know what information we collect, request a copy, correct inaccuracies, or request deletion (subject to exceptions). To exercise these rights, contact legal@trustandwill.com. For more information, visit our privacy policy.
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