# Marketing Manager, Advisor Strategy & Enablement

**Company:** [Farther Finance](https://hotfix.jobs/companies/farther-finance)
**Location:** Hybrid - Dallas, TX, Hybrid - New York, NY
**Role:** Sales Enablement
**Experience:** 5+ years
**Skills:** HubSpot, Google Business Profile, Marketing Automation, Social Media Marketing, KPI Tracking, Salesforce, CRM, Google Analytics
**Posted:** 2026-04-14

> 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.

## Job Description

## 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

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