Marketing Manager, Advisor Strategy & Enablement

Responsibilities

• Design 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 cadences, campaigns, and assets.
• Incorporate segment-specific positioning and sales materials (HNW, UHNW, institutional) into advisor playbooks and toolkits.
• Own advisor-facing enablement including train-the-trainer sessions, office hours, and materials for Marketing Associates.
• Lead frequent advisor recruiting marketing calls explaining growth and marketing capabilities.
• Establish and track 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 financial advisor growth roles.
• Proven ability to design and implement structured advisor growth programs or playbooks driving AUM growth.
• Strong facilitator and communicator for advisor-facing trainings and prospect calls.
• Data-informed mindset with experience defining and tracking KPIs for advisor marketing (pipeline, win rates, AUM growth).
• Familiarity with advisor marketing tools: social networks, Google Business Profile, reviews platforms, HubSpot/marketing automation.

Nice-to-Haves

• Collaborative operator working with Integrated Marketing, Recruiting, Advisor Experience, and RIA Leadership.

Compensation & Benefits

• Competitive comp package.
• Full health benefits + 401(k) matching & Roth IRA options.
• Unlimited PTO.