Responsibilities

• Continuously build relationships with sales by gathering advisor feedback, piloting enhancements, and aligning with firm-wide marketing initiatives.
• Develop messaging, content and other materials to arm advisor teams to be able to bring relevant offerings to clients and prospective clients.
• Serve as primary point of contact for all marketing requests, ensuring each is aligned with business objectives, advisors’ goals, and with the potential to drive measurable impact.
• Serve as a member of the Advisor Marketing leadership team, contributing to departmental strategy, decision-making, and team culture.
• Standardize the advisor engagement approach across regions and offices.
• Collaborate across Advisor Marketing and cross-functional partners to deliver seamless program execution.
• Act as point of contact and work with designers and digital marketing to complete marketing projects.
• Support Advisor Marketing initiatives including campaign enhancements, intranet oversight, case studies, and toolkit development.
• Drives teams to adopt best practices, technology, centralized WEG offerings, and to streamline marketing offerings.
• Set marketing KPIs in collaboration with leadership including all tracking metrics for marketing activities – from events to creative placements and channel strategies.

Requirements

• Strong understanding of wealth management business operations, with expertise in at least two of the following: financial planning, client acquisition, practice management, business operations, or project management.
• Proficiency in Microsoft Office
• Some experience with Salesforce, Canva, Pardot (Account Management), Hearsay (YEXT)
• Strong verbal and written communication skills
• Basic creative/design understanding
• 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. Strong relationship building skills.
• Proven track record of leading foundational marketing work for corporate and advisor marketing, including defining target markets, personas, and unique value propositions.
• Comfortable with developing clear marketing strategies and recommended channel mixes aligned to firm positioning and growth goals.
• Entrepreneurial

Preferred

• Series 7, 66 or combo of 63&65

Benefits

• We\'re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more.