Responsibilities

• Plan, execute, and optimize integrated marketing programs that support advisor acquisition objectives and enterprise growth priorities.
• Translate defined acquisition strategies and priorities into campaigns, content programs, nurture journeys, digital experiences, and lead generation initiatives designed to engage prospective advisors and drive qualified opportunities.
• Serve as the day-to-day owner of advisor acquisition marketing execution and optimization, partnering with internal teams and agency partners to deliver measurable business results.
• Advisor Acquisition Programs: Partner with leadership to define and continuously improve the advisor prospect experience across key marketing touchpoints and stages of the acquisition journey.
• Lead the execution and optimization of integrated marketing campaigns targeting prospective advisors.
• Manage advisor acquisition marketing calendars, program roadmaps, and campaign plans.
• Identify opportunities to improve advisor engagement, consideration, and conversion throughout the prospect journey.
• Campaigns, Lead Generation & Nurture Programs: Own advisor acquisition campaign execution across channels.
• Partner with internal teams and agencies to develop lead generation initiatives and nurture programs.
• Support testing and optimization efforts to improve campaign performance and conversion rates.
• Collaborate on website content, landing pages, and digital experiences that support advisor acquisition goals.
• Content Development: Identify content needs and priorities for advisor acquisition initiatives.
• Partner with internal content and creative teams to develop campaign assets, thought leadership, nurture content, and advisor-facing marketing materials.
• Collaborate with agency partners to extend content and campaign execution efforts.
• Ensure content aligns with acquisition objectives, audience needs, and brand standards.

Requirements

• Bachelor’s degree in marketing, communications, business, or a related field required.
• Minimum of seven years of experience in B2B marketing, demand generation, growth marketing, or acquisition marketing required.
• Experience planning and executing integrated marketing campaigns required.
• Experience with lead generation, nurture programs, content marketing, and digital marketing best practices required.
• Experience working closely with sales or business development organizations required.
• Experience managing agencies and cross-functional partnerships required.
• Strong analytical, project management, communication, and stakeholder management skills required.
• Ability to evaluate campaign performance, identify optimization opportunities, and translate insights into actionable recommendations required.

Preferred

• Financial services experience preferred.