Responsibilities

• Leadership & Accountability Lead, coach, and develop Program Specialists, interns, and shared support resources through onboarding, performance management, prioritization, and professional development.
• - Establish clear service standards, workflows, operating procedures, and expectations that create consistency and accountability across Advisor Marketing.
• - Manage team capacity, service requests, and shared resources to ensure work aligns with departmental priorities and business demand.
• - Support Advisor Marketing leadership by preparing agendas, coordinating updates, organizing discussion topics, documenting decisions, and tracking action items for leadership meetings and operating reviews.
• - Develop leadership dashboards, summaries, presentations, and status updates that improve visibility into department priorities, risks, open decisions, and strategic initiatives.
• - Partner with department leaders to identify opportunities for operational improvements, shared-service expansion, and stronger cross-functional collaboration.
• - Foster a culture of accountability, operational excellence, continuous improvement, curiosity, and service that enables the team to scale effectively.
• Operations & Best Practices Own the Advisor Marketing resource ecosystem, including SOPs, playbooks, templates, toolkits, process documentation, and knowledge management.
• - Develop governance standards for creating, maintaining , organizing, reviewing, and retiring resources.
• - Capture and scale advisor marketing best practices into repeatable frameworks.

Requirements

• Bachelor’s degree in Marketing , Communications, Business, Operations, or related field; or equivalent as demonstrated through experience, training, military experience or other education considered.
• 4 – 6 years of experience in marketing operations, project management, enablement, advisor marketing , platform management, shared services, AI-enabled workflow improvement, or a related function.
• 2+ years of people leadership, team lead, or direct management experience preferred.
• Experience leading support teams, shared services, interns, contractors, vendor-supported resources, or cross-functional operating models preferred.
• Experience in financial services, wealth management, advisor marketing, or a highly regulated environment preferred.
• Strong project management and organizational skills with the ability to manage multiple priorities and drive work to completion.
• Comfort working across multiple platforms such as Salesforce, FMG/AMP, Canva, Wistia , Wrike, Microsoft Teams, OneNote, SharePoint, Microsoft Copilot, ChatGPT Enterprise, Airia, or similar tools.
• Practical experience using AI tools to improve productivity, documentation, research, content drafting, training, process improvement, workflow automation, or leadership preparation preferred.
• Comfortable testing AI use cases, building prompts, documenting workflows, and training others on responsible AI usage.
• Ability to translate ambiguous business needs into structured workflows, resources, recommendations, or operating models.

Preferred

• Experience in financial services, wealth management, advisor marketing, or a highly regulated environment preferred.
• Experience leading support teams, shared services, interns, contractors, vendor-supported resources, or cross-functional operating models preferred.
• 2+ years of people leadership, team lead, or direct management experience preferred.
• Strong project management and organizational skills with the ability to manage multiple priorities and drive work to completion.
• Strong written and verbal communication skills, including the ability to create clear documentation, training materials, stakeholder updates, leadership materials, and practical resources.

Benefits

• Comprehensive Benefits Offerings
• Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
• - 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