Responsibilities

• Support a portfolio of financial advisor teams across the Northeast region.
• Team size, business maturity, growth opportunity, and marketing needs will vary.
• Engage advisor teams through a structured consulting approach, with meeting frequency and support aligned to business needs and firm expectations.
• Provide strategic marketing consultation to assigned advisor teams and establish clear expectations for agreed growth actions, ownership, and follow-through.
• Coordinate with Advisor Marketing Specialists and other functional partners when execution support is part of the advisor team’s approved plan.
• The consultant continues to own strategy, plan management, communication, and accountability.
• Lead the development and ongoing management of annual marketing plans and budgets for assigned advisor teams, aligned with firm guidance, advisor growth goals, and regional priorities.
• Translate each plan into specific advisor commitments, client and prospect activities, timelines, owners, and measurable outcomes.
• Recommend how advisor teams should use available marketing budgets and monitor utilization throughout the year.
• The consultant may decline or redirect proposed spending that does not align with firm standards, strategy, or expected business value.

Requirements

• Five or more years of experience in marketing, sales enablement, practice management, field marketing, client success, or a related client-facing role.
• Demonstrated ability to manage a portfolio of stakeholder or client relationships and concurrent priorities with limited oversight.
• Ability to influence and gain commitment to action.
• Comfort interpreting dashboards and business performance data, using CRM information to investigate opportunities, and translating findings into clear recommendations.
• Strong facilitation, presentation, and executive communication skills, including the ability to present an articulate point of view to senior leaders and large advisor audiences, virtually and in-person.
• Ability to prioritize opportunities by business impact, establish accountability across stakeholders, and move complex issues toward resolution.
• Experience working across sales or advisor teams, marketing departments, and other corporate functions.
• Proficiency with CRM, reporting, project-management, and Microsoft 365 tools.
• Bachelor’s degree in marketing, communications, business, or a related field, or equivalent professional experience.
• Experience in wealth management, a registered investment adviser, financial services, or a similarly regulated industry. (Preferred)

Preferred

• Experience in wealth management, a registered investment adviser, financial services, or a similarly regulated industry. (Preferred)
• Experience supporting financial advisors, sales professionals, or a distributed field organization. (Preferred)
• Experience with Salesforce or a comparable CRM platform. (Preferred)
• Experience using AI-enabled marketing or productivity tools within approved business controls. (Preferred)

Benefits

• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)