Marketing Manager, Advisor Strategy & Enablement
Designs and leads advisor growth systems including marketing playbooks, standards, and enablement programs to drive organic AUM growth. Leads recruiting calls and tracks KPIs; requires 5-8+ years in advisor/wealth management marketing.
About the job
Responsibilities
- Design the advisor marketing foundation system, including standards, checklists, and templates for social media profiles, online presence, and local visibility
- Build prescriptive, lifecycle- and persona-based advisor growth playbooks covering specific cadences, campaigns, and assets
- Incorporate segment-specific positioning and sales materials (HNW, UHNW, institutional) into advisor playbooks and toolkits
- Own advisor-facing enablement for these programs, including "train-the-trainer" sessions, office hours, and materials
- Lead frequent advisor recruiting marketing calls (roughly one per business day) with prospective advisors
- Establish and track a clear KPI framework for advisor-led organic growth, including AUM impact, adoption, and satisfaction
Requirements
- 5–8+ years of experience in advisor marketing, wealth management marketing, or closely related financial advisor growth roles
- Proven ability to design and implement structured advisor growth programs or playbooks that drive measurable AUM growth
- Strong facilitator and communicator comfortable leading advisor-facing trainings and prospect calls
- Data-informed mindset with experience defining and tracking KPIs for advisor marketing efforts
- Familiarity with common advisor marketing tools and platforms (social networks, Google Business Profile, reviews platforms, HubSpot/marketing automation)
Nice-to-Haves
- Collaborative operator who enjoys serving as the "last mile" for firm-level strategies
Compensation & Benefits
- Competitive comp package that rewards impact
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
Skills
HubSpot, Google Business Profile, Marketing Automation, Social Media Marketing, KPI Tracking, Salesforce, CRM, Google Analytics
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