Advisor Team Communications Lead
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Job Description
Advisor Team Communications Lead enhancing communications delivered to advisor teams at Wealth Enhancement. Executing internal strategies and facilitating advisor engagement across departments.
Responsibilities:
- Develop and execute internal communication strategies tailored to advisor needs.
- Align messaging with corporate objectives and advisor engagement goals.
- Collaborate with leadership to prioritize and schedule communications.
- Serve as the operational owner of the advisor communications calendar, ensuring communications are coordinated and executed effectively across departments.
- Own the execution of recurring advisor communications, including weekly newsletters, leadership updates, meeting communications, and other advisor-facing messaging.
- Coordinate and execute weekly advisor webinar presentations, including agenda development, speaker preparation, content review, logistics, and follow-up communications.
- Manage communication timelines and deadlines to ensure initiatives are delivered accurately and on schedule.
- Drive communications projects from concept through completion, balancing multiple priorities and stakeholders.
- Anticipate communication needs and proactively develop materials supporting advisor teams during periods of change, growth, or critical initiatives.
- Create, edit, manage, and distribute high-quality content, including newsletters, announcements, FAQs, talking points, and presentations.
- Translate complex financial or operational updates into clear, advisor-friendly language.
- Maintain a consistent tone and voice across all advisor-facing materials.
- Serve as the primary point of contact between corporate departments (such as Marketing, Compliance, Product, and Operations) and advisor teams.
- Facilitate the flow of information and determine the best cadence, channel, and message to ensure advisors are informed of key initiatives, changes, and opportunities.
- Gather feedback from advisors and relay insights to corporate stakeholders.
- Maintain and enhance a systematic communication approval process.
- Evaluate and enhance communication channels (e.g., website, email platforms, CRM) and innovative technology solutions.
- Leverage AI tools to increase content speed, ensure consistency, surface new ideas, and streamline recurring communication processes.
- Implement best practices for message delivery, frequency, and format.
- Monitor communication effectiveness and recommend improvements based on data and feedback.
- Support advisor onboarding and ongoing education through communication initiatives.
- Coordinate with training and development teams to ensure alignment of messaging.
- Promote advisor participation in firm-wide initiatives, events, and programs.
- All other duties as assigned.
Requirements:
- Bachelor’s degree (or equivalent experience) in Communications, Marketing, Business, Journalism, or a related field.
- 5+ years of experience in internal communications, corporate communications, or advisor support within the financial services industry.
- Experience working on an advisor team is strongly preferred.
- Strong understanding of financial advisory business models and advisor needs.
- Exceptional writing, editing, and verbal communication skills.
- Demonstrated success operating in fast-paced, high-growth, or rapidly changing environments where priorities shift frequently and execution speed is critical.
- Proven track record of driving projects to completion with a high degree of ownership, accountability, and attention to detail.
- Strong bias toward action and execution; capable of moving initiatives forward independently while managing competing priorities.
- Exceptional organizational and stakeholder management skills, with the ability to influence across all levels of the organization.
- Comfortable operating in ambiguity and able to adapt quickly as business needs evolve.
- Experience with communication platforms (e.g., Microsoft 365, Mail Merges in Outlook, Teams Webinars, GoToWebinar, Salesforce, Wistia, intranet tools).
- Proficient with Microsoft Office Suite or related software
- Familiarity with Salesforce and Support Org functionality preferred
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)
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