Advisor Marketing Manager
Employment Information
Job Description
Advisor Marketing Manager leading a team focused on the Premium+ marketing program at a wealth management firm. Overseeing strategic development, team management, and program evolution for advisor support.
Responsibilities:
- 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.
- Partner with M&A integration teams to pitch and position the program to new advisor teams.
- Ensure team adheres to recommended marketing plans as defined in partnership while staying within budget.
- Serve as a member of the Advisor Marketing leadership team, contributing to departmental strategy, decision-making, and team culture.
- Collaborate across Advisor Marketing and cross-functional partners to deliver seamless program execution.
- Act as point of contact for Canva workflow alignment with Creative.
- Support Advisor Marketing initiatives beyond Premium+ as needed, including campaign enhancements, intranet oversight, case studies, and toolkit development.
- Directly manage and develop a team of 7-10 marketing professionals, made up of primarily regional Marketing Specialists.
- Create SOPs and processes to ensure consistent, scalable, and impactful support across all regions.
- Drive readiness through training, coaching, and adoption of internal systems and marketing platforms.
- Foster a culture that is collaborative, candid, and fun, while also engaging in open conversations to drive growth or protect team.
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.
Benefits:
- Medical, dental and vision coverage (Available to 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)
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