Marketing Manager, Advisor Strategy & Enablement

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