Lead strategic oversight of the Premium+ (Paid Marketing) Program; build scalable, repeatable frameworks that enhance advisor team growth and client experience.
Continuously evolve the offering by gathering advisor feedback, piloting enhancements, and aligning with firm-wide marketing initiatives.
Use the program as a test-and-learn environment for new ideas and roll proven approaches into the Advisor Marketing Playbook
Collaborate across Advisor Marketing and cross-functional partners to deliver seamless program execution.
Act as point of contact for Canva workflow alignment with Creative.
Directly manage and develop a team of 8 -10 marketing professionals , made up of Marketing Specialists.
Drive readiness through training, coaching, and adoption of internal systems and marketing platforms.
Deliver actionable insights and reporting on program performance, ROI, and advisor team outcomes.
Establish accountability mechanisms for the Regional Marketing Specialists and advisor teams to ensure marketing activities align with growth goals.

Bachelor’s degree or equivalent experience
5–8 years of experience in wealth management, financial services, or advisory practice marketing.
3+ years people management experience with proven success in coaching and developing high-performing teams.
Strong understanding of wealth management business operations, with expertise in at least two of the following: financial planning, client acquisition, practice management, business operations, marketing, or project management.
Demonstrated ability to lead change, influence stakeholders, and balance strategic vision with tactical execution.
Excellent communication, interpersonal, and presentation skills — with strengths in consulting, pitching, and building trust.
Technology savvy, with proficiency in Microsoft Office and experience with Salesforce, Canva, Wistia, FMG Suite, Wrike, and related platforms.
Ability to travel up to 15 % to support advisor team engagements and corporate events.

Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Advisor Marketing Manager – Enablement

Key skills