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.
Salary not listed
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About the role
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
HubSpotGoogle Business ProfileMarketing AutomationSocial Media MarketingKPI TrackingSalesforceCRMGoogle Analytics
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