Lead a team in developing, executing, and optimizing strategic initiatives for Wealth Management
Set strategic direction for field enablement initiatives supporting client acquisition and retention
Establish collaborative relationships with field leadership and sales organizations
Oversee creation and maintenance of sales collateral based on field needs
Organize effective execution of Go-To-Market plan deliverables
Develop event and hospitality strategies for client engagement
Lead, manage, and develop a team of five professionals
Foster a culture of creativity, innovation, and accountability

8+ years of marketing experience
Experience working with Wealth Management Advisors
Bachelor's degree in Marketing, Business, or related field preferred
7-10 years of experience in field enablement, sales enablement, and/or marketing roles
Proven track record of supporting field organizations through effective marketing strategies and tools
Deep understanding of financial advisors, the sales process, and how marketing fuels advisor growth and practice development
Strong analytical skills with the ability to translate data into actionable insights and strategic recommendations
Exceptional project management skills
Outstanding communication and presentation skills
Experience managing and developing teams
Experience in financial services, insurance, or highly regulated industries
Familiarity with advisor practice management and client relationship strategies
Experience with marketing technology platforms, CRM systems, and enablement tools

VP Marketing Field Enablement

Key skills