Responsibilities

• Advisor Marketing Transformation & Alignment
• Develop and execute the long-term vision and strategy for Advisor Marketing, aligning capabilities to enterprise growth objectives and evolving advisor needs.
• Lead the transformation of advisor marketing by modernizing the advisor service model and partnering with the Advisor Marketing Product team on delivery of experience and capabilities.
• Champion a best-in-class advisor marketing experience by simplifying how advisors access marketing support and creating scalable, customer-centric solutions across the advisor lifecycle.
• Drive continuous improvement initiatives that increase efficiency, effectiveness, advisor satisfaction, and measurable business outcomes.
• Advisor Experience & Marketing Enablement
• Define the enterprise Advisor Marketing service model, ensuring advisors across all segments receive the appropriate mix of strategic support, self-service capabilities, education/training, and marketing solutions.
• Serve as the executive voice of the field within Marketing, bringing advisor insights into enterprise planning and ensuring marketing investments align with advisor and client needs.
• Partner with Distribution and Field leadership to strengthen advisor adoption of marketing programs, campaigns, tools, and capabilities that drive practice growth and client acquisition.
• Oversee advisor marketing training, communications and change management efforts that improve awareness, utilization, and satisfaction with marketing capabilities.

Requirements

• College degree, advanced degree or MBA in marketing preferred.
• 15-20 years of professional marketing, advertising, and/or communications experience, preferable in the financial services industry and/or agency environment.
• Demonstrated ability to design, execute and measure marketing strategies that contribute to the overall growth trajectory of an organization.
• Experience in driving sales enablement through multi-distribution channels with multiple products.
• Demonstrated experience working in a highly regulated environment with understanding of Compliance function.
• Demonstrated ability to influence a broad group of stakeholders and senior leaders, often without direct authority or span of control, team-oriented consensus builder who understands how to achieve buy-in from different leaders, builds bridges and designs "win-win" solutions across a large, matrixed organization.
• A strategic thought partner, this leader must demonstrate critical thinking, excellent judgement, and courageous leadership.
• Experience navigating complex and matrixed organizations to achieve desired results.
• Demonstrated ability to build teams and cultivate a leadership following within an organization.
• Business Literacy: Awareness and understanding of implications of economic variables on corporate financial success factors.