Responsibilities\n- Serve as a strategic marketing partner to advisory firms by defining growth goals, building actionable marketing strategies, and guiding execution against long-term business objectives.\n- Leverage data, insights, and cross-functional collaboration to ensure high-quality execution, performance tracking, and continuous optimization.\n- Operate with a high degree of autonomy while identifying opportunities to improve, scale, and evolve how marketing support is delivered.\n- Strategic Growth Planning & Thought Leadership: Act as a strategic advisor to assigned firms by clarifying growth goals and translating those goals into multi-channel marketing strategies.\n- Develop and guide advisors through strategic marketing plans aligned to objectives, capacity, and target audiences.\n- Provide informed recommendations across digital, events, referrals, COIs, content, automation, and brand.\n- Serve as a trusted thought partner by introducing new ideas, frameworks, and best practices that elevate marketing maturity.\n- Present ideas, insights, and recommendations confidently in internal and partner-facing settings.\n- Serve as a subject matter expert within assigned areas to support team knowledge-sharing and continuous learning.\n- Data & Insights: Leverage marketing data, analytics, and performance metrics to inform recommendations and evaluate effectiveness.\n- Collect, synthesize, and share growth insights to inform broader strategy.\n- Apply data and professional judgment to make independent decisions, escalate appropriately, and resolve issues.\n- Program Leadership & Execution: Lead complex marketing initiatives from strategy through execution with minimal guidance.\n- Partner with internal production teams to ensure work aligns with strategic intent.\n- Support enterprise-level initiatives, pilots, and rollouts by contributing strategic perspective and hands-on leadership.\n- Marketing Operations & Cross-Functional Collaboration: Identify opportunities to improve processes, streamline workflows, and scale effective strategies.\n- Proactively surface gaps, inefficiencies, and risks while recommending solutions that improve outcomes and advisor experience.\n- Contribute to the evolution of the marketing operating model through feedback, testing, and iteration.\n- Collaborate closely with cross-functional partners across Marketing, Product, Analytics, Compliance, and Operations.\n- Coordinate with marketing coordinators and specialists to process standard requests and communicate out-of-scope items.