Responsibilities

• Act as the day-to-day marketing lead for 8-10 advisor teams, becoming an expert in each team’s goals, voice, services, and growth opportunities.
• Conduct proactive campaign planning sessions with advisor teams to uncover needs, provide recommendations, and ensure marketing initiatives align to team-level business goals.
• Partner closely with Advisor Marketing Consultants to ensure each team’s plan ladders up to regional growth priorities.
• Key aspect of role is supporting a handful of teams executing on their marketing goals and initiatives with a big focus on event coordination.
• Align advisor team marketing plan with corporate marketing offerings and adoption of key growth drivers and initiatives using our Advisor Marketing Platform for events, email and social strategies from our content library and advisor crafted content
• Navigate Salesforce: pull reports, analyze dashboards, present client data, create campaigns and report out on results and final budgets (we can teach you!)
• Lead campaign planning and execution using tools like FMG Suite, Canva, Wistia, Wrike, and Salesforce.
• Coordinate collateral development, content customization, email/social/web campaigns, event support, and vendor communications as needed.
• Collaborate with the Creative, Brand, Web, and Compliance teams to ensure timely execution and approval of marketing assets.
• Track results and share post-campaign insights and optimizations with teams and marketing leaders.

Requirements

• Bachelor’s degree (or equivalent experience) in marketing, communications, or a related field
• Minimum of 3 years in marketing or sales enablement preferred
• Financial services marketing experience beneficial, but not required
• Strong project management, communication, and relationship-building skills
• Good working knowledge of Microsoft Word, Excel, Outlook, and PowerPoint
• Ability to function in Wistia, Wrike, Canva, and FMG Suite is a plus!
• Technical aptitude: Ability to learn new applications, technologies and AI quickly. Proficiency in working with CRM systems required, Salesforce a plus.
• Ability to manage multiple team relationships and priorities concurrently
• Excellent writing, visual storytelling, and content development skills
• Travel 2–7 times per year to support team initiatives and events

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)