Responsibilities

• Manage assigned advisor coverage within one or more advisor channels, supporting a consistent service model
• Partner with advisors to conduct marketing consultations, share resources, and provide tool and material guidance
• Compile advisor business statistics and marketing history to prepare for meetings and follow-ups
• Maintain intake records, regional files, and supporting documentation to keep information organized and accessible
• Track advisor and team marketing assets (e.g., biographies, headshots, websites, pitchbooks, brochures) and support timely updates and recertifications
• Support measurement and reporting by collecting, organizing, and validating metrics used in dashboards and management updates
• Assist with audits, data quality checks, and recordkeeping to improve accuracy and readiness
• Coordinate collateral workflows by tracking items in process through completion, including inventory and order management
• Contribute to team projects that improve processes, programs, and advisor experience

Requirements

• Bachelor’s degree
• At least 1 year of marketing experience (including internships or entry-level roles)
• Experience managing multiple workstreams with attention to detail and clear follow-through
• Ability to communicate effectively with advisors, support staff, business partners, and marketing stakeholders
• Ability to prepare meeting materials and organize information in a structured, consistent way
• Comfort working with metrics and operational reporting (e.g., trackers, dashboards, recurring updates)
• Openness to feedback and ability to incorporate input into future work

Preferred

• Experience supporting an advisor channel and/or wealth management marketing
• Familiarity with creating or coordinating personalized marketing collateral (bios, pitchbooks, brochures, websites)
• Practical fluency with AI-enabled productivity tools to accelerate research, writing, analysis, and stakeholder communications
• Sound judgment in applying AI—knowing when to use AI vs. manual analysis, and validating outputs for accuracy, completeness, tone, and audience fit
• Experience working with agency or vendor partners and coordinating deliverables across timelines
• Strong working knowledge of reporting and documentation practices that support audits and recertification cycles

Benefits

• comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.