Responsibilities

• Build, organize, and maintain advisor marketing toolkits, templates, and resources
• Help build and maintain advisor marketing playbooks
• Ensure materials are current, accessible, and easy for advisors to use
• Own the day-to-day execution and coordination of advisor marketing programs
• Continuously improve resources to make advisor marketing simple, clear, and easy to execute
• Support rollout of advisor marketing resources and campaigns
• Assist in creating guides, tutorials, and onboarding materials
• Execute adoption efforts and track usage, surfacing insights and opportunities for improvement to marketing leadership
• Maintain structured feedback loops from advisors
• Adapt national campaigns into advisor-ready materials within defined guardrails

Requirements

• Strong organizational and project management skills, with the ability to manage multiple workstreams and keep programs moving forward
• Clear and effective communication skills, both written and verbal
• Ability to build, organize, and maintain tools, templates, and resources with attention to detail
• Working knowledge of marketing platforms and tools (social, email, DAM) or ability to learn quickly
• Strong interpersonal skills with a collaborative, service-oriented mindset
• Problem-solving ability with a proactive, “figure it out” approach
• High attention to detail and ability to manage a high volume of moving pieces
• Strong desire to support and serve advisor teams with excellence
• Growth mindset with a willingness to learn, take feedback, and develop over time
• Bachelor’s degree in Marketing, Communications, Business, or related field (or equivalent experience) required

Preferred

• 1–4 years of experience in marketing, communications, program coordination, or related roles
• Experience supporting or working within a distributed team, sales organization, or client-facing environment is a plus