Advisor Growth Marketing Strategist at Janney Montgomery Scott LLC | Philadelphia, PA

Janney Montgomery Scott LLC

Advisor Growth Marketing Strategist

Philadelphia, PA (On-site)

Salary Not AvailableMid Level5+ years expFull time

Posted 6 months ago

Job Summary

Drive advisor growth by architecting scalable marketing programs and enablement frameworks for field teams.

Own design and rollout of advisor growth marketing programs aligned to Field KPIs
Must-have: 5–7 years in growth marketing or field enablement
Standout: Experience integrating FSC, marketing automation, and analytics platforms

Job Description

Responsibilities

Architect Marketing Programs Aligned to Advisor Growth
Design scalable marketing frameworks that drive measurable improvement in lead generation through advisor digital presence
Design scalable marketing frameworks that drive measurable improvement in event-driven prospecting and follow-up
Design scalable marketing frameworks that drive measurable improvement in outreach effectiveness using marketing tools
Design scalable marketing frameworks that drive measurable activation of centrally developed campaigns through Field partnership
Collaborate with Field Marketing consultants and advisors to ensure program design aligns with advisor workflows, client engagement models, and practical execution realities.
Define program structure, performance logic, and success metrics directly tied to Field Marketing KPIs.
Focus: Build repeatable systems that improve advisor-led growth outcomes.
Design Advisor Growth Marketing Enablement Frameworks
Develop structured enablement models that increase advisor marketing capability and execution consistency.
Create practical frameworks and toolkits that translate growth strategy into clear, actionable guidance, including:
Marketing maturity and readiness frameworks
Campaign and initiative planning models
Digital presence and positioning guidance
Growth playbooks aligned to Field-supported initiatives
Ensure enablement resources are scalable, easily deployed by Field Marketing consultants, and aligned with firm growth priorities.
Focus: Increase advisor adoption, execution quality, and marketing capability across advisor segments.
Define Performance & Measurement Models
Design measurement frameworks that connect marketing activity to advisor growth outcomes.
Identifying leading indicators tied to defined growth KPIs
Establishing benchmarks and performance targets
Partnering with Marketing Operations to ensure reporting visibility, data integration, and effective use of analytics and emerging AI-enabled insights
Analyzing pilot results and refining programs based on measurable impact
Translating performance data into actionable insights for leadership and Field Marketing teams
Focus: Ensure advisor marketing programs are measurable, data-driven, and continuously improving.
Pilot, Optimize & Scale
Implement a disciplined test-and-scale approach to advisor growth initiatives.
Launching targeted pilot programs aligned to KPI improvement
Measuring advisor engagement and growth outcomes
Refining frameworks based on performance data and field feedback
Developing scalable rollout playbooks for firm-wide adoption
Incorporating feedback from Field Marketing consultants and advisors to improve usability and effectiveness
Engage with select advisors and Field Marketing consultants during pilot phases to observe program execution, gather qualitative feedback, and refine frameworks prior to broader rollout

Requirements

5–7 years of experience in growth marketing, demand generation, or sales/field enablement
Experience designing scalable programs tied to measurable performance KPIs
Strong systems thinker with experience supporting distributed sales organizations
Data-driven mindset with the ability to translate analytics into strategic action
Experience developing structured frameworks, playbooks, or enablement models
Experience designing integrated growth infrastructure that connects Salesforce Financial Services Cloud (FSC), marketing automation platforms, and advisor-facing tools into a unified KPI-driven performance framework supported by analytics platforms such as Tableau and Power BI
Familiarity with emerging AI-enabled marketing technologies, data intelligence platforms, and automation solutions that enhance targeting, personalization, and advisor marketing efficiency

Benefits

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, employee ownership, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We have earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

Janney Montgomery Scott LLC

3.9 Glassdoor

Janney Montgomery Scott LLC is a leading wealth management and investment banking firm dedicated to putting client needs first. We are committed to providing individuals, families, businesses, and institutions with tailored financial advice to help pursue their personal or business goals. You’ll find the size of our firm and the experience of our professionals make us approachable, accessible, and accountable. With a commitment to meeting client needs and a culture of service and collaboration, we consistently strive to deliver on our mission of offering the highest standard of success in financial relationships.Janney is a member of the New York Stock Exchange, Financial Industry Regulatory Authority, and the Securities Investor Protection Corporation.

Philadelphia, Pennsylvania, USA

2.6K employees (52 in marketing)

www.janney.com

81% recommend to a friend

81% CEO approval