Responsibilities

• Build the Marketing Strategy – Assess an advisor’s current setup and performance, then turn their business goals into a lifecycle marketing roadmap with clear sequencing, channel mix, and success metrics.
• Coach Advisors One-on-One – Run regular coaching sessions across TV, radio, and digital to review results, refine strategy, reinforce best practices, and keep advisors accountable to the plan.
• Turn Data Into Direction – Analyze CRM, campaign, email, and media performance to spot trends, set KPIs and benchmarks, and give advisors recommendations they can actually act on.
• Partner With Internal Teams – Work closely with digital production, content, automation, and R&D so the strategies you design can actually be executed.
• Build Tools That Scale – Create playbooks, assessments, and coaching materials so strong strategy gets applied consistently instead of rebuilt from scratch for every advisor.

Requirements

• 3–5 years of experience in strategic marketing, advertising, marketing consulting, or performance-focused client roles.
• Demonstrated ability to translate business goals into structured marketing strategies and frameworks.
• Experience coaching or consulting clients on marketing execution and performance improvement.
• Strong understanding of lifecycle marketing, including acquisition, nurture, conversion, and referral.
• Comfort interpreting marketing performance data and turning it into recommendations clients understand.
• Strong communication skills, the ability to influence without direct authority, and the organization to manage several advisor relationships at once.

Preferred

• A bachelor’s degree in Marketing, Business, Advertising, Communications, or a related field.
• Experience working with financial advisors or professional services clients.
• Familiarity with marketing automation platforms, CRMs, and media performance reporting.
• A background in agency, consulting, or coaching-oriented environments.

Benefits

• Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site café, gym and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee sponsored events…and more!