Advisor Marketing Manager – Enablement
Location
United States
Posted
8 days ago
Salary
$115K - $130K / year
Bachelor Degree5 yrs expEnglish
Job Description
• Lead strategic oversight of the Premium+ (Paid Marketing) Program; build scalable, repeatable frameworks that enhance advisor team growth and client experience.
• Continuously evolve the offering by gathering advisor feedback, piloting enhancements, and aligning with firm-wide marketing initiatives.
• Use the program as a test-and-learn environment for new ideas and roll proven approaches into the Advisor Marketing Playbook
• Collaborate across Advisor Marketing and cross-functional partners to deliver seamless program execution.
• Act as point of contact for Canva workflow alignment with Creative.
• Directly manage and develop a team of 8 -10 marketing professionals , made up of Marketing Specialists.
• Drive readiness through training, coaching, and adoption of internal systems and marketing platforms.
• Deliver actionable insights and reporting on program performance, ROI, and advisor team outcomes.
• Establish accountability mechanisms for the Regional Marketing Specialists and advisor teams to ensure marketing activities align with growth goals.
Job Requirements
- Bachelor’s degree or equivalent experience
- 5–8 years of experience in wealth management, financial services, or advisory practice marketing.
- 3+ years people management experience with proven success in coaching and developing high-performing teams.
- Strong understanding of wealth management business operations, with expertise in at least two of the following: financial planning, client acquisition, practice management, business operations, marketing, or project management.
- Demonstrated ability to lead change, influence stakeholders, and balance strategic vision with tactical execution.
- Excellent communication, interpersonal, and presentation skills — with strengths in consulting, pitching, and building trust.
- Technology savvy, with proficiency in Microsoft Office and experience with Salesforce, Canva, Wistia, FMG Suite, Wrike, and related platforms.
- Ability to travel up to 15 % to support advisor team engagements and corporate events.
Benefits
- Training and professional development
- Medical, dental and vision coverage (Available to full-time employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 paid holidays each year (10 pre-determined and 2 floating days)
- Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
