Description

Position: Vice President, Advisor Growth Marketing

Reports To: Chief Marketing Officer

Location: Miami, FL

Type: On-Site

Position Summary - The Vice President, Advisor Growth Marketing is a senior strategic leader responsible for designing, executing, and scaling organic growth programs that drive measurable business outcomes for Sanctuary Wealth’s Partner Firms. This role serves as a trusted marketing and growth partner to elite independent advisory practices, translating a deep understanding of advisor business models, client dynamics, and competitive landscapes into high-impact growth initiatives.

Reporting to the Chief Marketing Officer, this individual will lead digital marketing strategy, oversee lead generation platforms, and collaborate cross-functionally with practice management, business development, technology, and communications teams to deliver scalable, data-driven growth solutions. This role requires a minimum of 25% travel.

Responsibilities 

Advisor Growth Strategy & Enablement

• Serve as the primary growth marketing partner to Sanctuary’s Partner Firms, developing tailored strategies aligned to firm objectives and target client profiles 
• Build consultative relationships with advisors across all stages of the independent advisory lifecycle 
• Design and deliver scalable growth playbooks, toolkits, and repeatable programs to drive client acquisition, wallet share, and referrals 
• Partner with practice management to identify growth gaps and implement targeted marketing solutions 

Lead Generation Programs & Platforms

• Own strategy, vendor selection, implementation, and performance management of lead generation platforms (digital advertising, SEO/SEM, etc.) 
• Establish ROI frameworks and adoption metrics across the partner network 
• Develop structured approaches for advisors to evaluate and optimize lead generation channels 
• Monitor emerging fintech, wealth, tech, and digital marketing trends 

Digital Marketing & Team Leadership

• Lead, mentor, and develop a Senior Digital Marketing Analyst 
• Establish KPIs, dashboards, and reporting cadences to track effectiveness 
• Oversee      execution across website strategy, social media, email marketing, paid media, and content marketing 
• Translate data      insights into actionable recommendations for leadership and advisors 

Content, Brand & Thought Leadership

• Partner across business lines to produce compelling, compliant marketing content and collateral 
• Drive multi-channel content strategies including social, newsletters, webinars, video, and events 
• Guide advisors in building and activating personal thought leadership platforms 

Network Programs & Recruitment Marketing

• Design scalable, network-wide marketing initiatives adaptable across firms and markets 
• Collaborate with business development on recruitment marketing strategies 
• Represent the growth marketing function at conferences, summits, and partner events

Requirements

 Required Education and Experience

· 10–12+ years of progressive experience in marketing, growth strategy, or business development within wealth management or financial services 

· Proven experience working directly with independent financial advisors, RIAs, or transitioning advisors in a consultative capacity 

· Deep understanding of the independent advisory model, including P&L dynamics, client segmentation, and growth levers 

· Demonstrated expertise in managing and optimizing lead generation platforms and digital marketing programs 

· Experience managing and developing direct reports 

· Proficiency with CRM systems (e.g., HubSpot), marketing automation tools, and digital analytics 

· Strong executive presence with the ability to influence senior stakeholders 

· Excellent communication and presentation skills

Knowledge, Skills, and Abilities

· Experience within an RIA aggregator, hybrid RIA, broker-dealer, or wealth management platform/TAMP 

· Knowledge of marketing compliance within financial services (FINRA, SEC advertising rules) 

· Experience across both traditional and digital marketing disciplines 

· Bachelor’s degree required; MBA or advanced degree preferred

 Core Competencies 

• Strategic Thinking & Execution 
• Advisor-Centric Mindset 
• Data-Driven Decision Making 
• Leadership  & Talent Development 
• Cross-Functional Collaboration 
• Influence & Executive Presence 
• Innovation & Continuous Improvement 

 Competitive and commensurate with experience; expected to align with senior leadership compensation structures, including base salary and incentive opportunities.