Responsibilities

• Define and execute the enterprise strategy for leveraging the advisor field and branch network as a scalable marketing channel that drives client engagement, advisor growth, and business outcomes.
• Develop frameworks, participation models, and activation strategies that enable branches to deliver consistent, locally relevant marketing experiences while increasing utilization of marketing programs.
• Partner with division, segment, and field leaders to identify business opportunities and develop marketing strategies that support advisor growth and strengthen client relationships.
• Design advisor-enabled client engagement strategies that connect campaigns, events, webinars, nurture programs, and communications into a cohesive client growth ecosystem.
• Identify opportunities to complement advisor-led efforts with scalable enterprise marketing programs that deepen client relationships and increase share-of-wallet opportunities.
• Partner with Practice Desktop, Technology, Product, and Experience teams to embed marketing capabilities, content, and tools into advisor workflows and digital experiences.
• Advance the future-state advisor ecosystem through the integration of AI-enabled capabilities, automation, campaign activation tools, content delivery, and next-best-action recommendations.
• Define and lead the team's field engagement and content strategy, improving content relevance, discoverability, utilization, and overall advisor experience.
• Develop measurement frameworks to assess channel effectiveness, program participation, content utilization, and business outcomes, leveraging insights to optimize future investments.
• Monitor advisor needs, market trends, competitive activity, and emerging technologies to identify innovative opportunities that enhance field marketing capabilities and drive business results.

Requirements

• Bachelor's degree required with 11–14 years of relevant professional experience, including 10+ years in marketing, customer experience, customer strategy, or growth-focused roles.
• Proven success developing and executing marketing strategies that drive measurable business results.
• Experience leading large-scale, cross-functional initiatives and influencing stakeholders in a complex matrixed environment.
• Strong business acumen, analytical skills, and ability to leverage data and insights to inform strategic decisions.
• Knowledge of integrated marketing, customer journeys, segmentation, and multi-channel marketing strategies.

Preferred

• Financial services, wealth management, or advisor-facing experience.
• Deep understanding of advisor practices, client engagement, and growth strategies.
• Experience leveraging AI, automation, or marketing technology to enhance marketing effectiveness.
• Strategic, innovative mindset with a track record of influencing senior leaders and delivering measurable outcomes.

Benefits

• Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.