Advisor, Marketing Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Provide support to a range of financial advisor teams within the Northeast region.

• Create and oversee annual marketing plans and budgets that align with advisor growth objectives and regional priorities.

• Convert plans into actionable commitments from advisors, including client and prospect activities, timelines, responsibilities, and measurable results.

• Advise on the utilization of marketing budgets, monitor spending, and adjust allocations as necessary.

• Assist advisor teams in selecting appropriate marketing programs, campaigns, tools, and services.

• Establish trusted relationships and lead structured, growth-oriented consultations.

• Challenge ineffective strategies, secure commitment to next steps, and ensure teams are held accountable.

• Document risks and escalate stalled engagements or unresolved issues to leadership.

• Evaluate performance through Salesforce, firm dashboards, and approved reporting tools.

• Analyze net flows, Advisor Channel Inflows, client acquisition, retention, referrals, advisor activities, and the adoption of marketing strategies.

• Utilize Salesforce to examine advisor and client data, generate targeted lists, support campaign decisions, and enhance follow-up processes.

• Assess vendor effectiveness and identify opportunities to reallocate resources towards more impactful activities.

• Identify successful advisor practices and convert them into reusable guidance.

• Collaborate with Practice Management to co-own advisor accountability and coordinate with Advisor Marketing Specialists.

• Work alongside Corporate Marketing, M&A marketing, onboarding teams, and other functional partners.

• Represent the marketing needs of advisors and regional growth opportunities in cross-functional discussions.

• Maintain detailed meeting notes, decisions, commitments, responsibilities, risks, next steps, and advisor marketing plans in designated systems.

• Present regional insights, risks, opportunities, and recommendations to executive leadership approximately once or twice a year.

• Present to larger advisor groups, including at the Advisor Summit and company calls.

• Test and assist in scaling approved AI-enabled tools and content strategies.

• Suggest enhancements to scalable marketing programs.

• Take ownership of selected department projects, campaigns, pilots, and new client offerings.

• Travel about four to six times a year, which includes the department retreat, Advisor Summit, and visits with advisor teams.

⛳️ Requirements

• A minimum of five years' experience in marketing, sales enablement, practice management, field marketing, client success, or a similar client-facing role.

• Proven ability to manage a portfolio of stakeholder or client relationships and multiple priorities with minimal oversight.

• Ability to influence others and secure commitment to action.

• Comfort with interpreting dashboards and business performance data, utilizing CRM information to explore opportunities, and translating insights into clear recommendations.

• Strong facilitation, presentation, and executive communication skills, including experience presenting to senior leaders and large advisor audiences, both virtually and in person.

• Capability to prioritize opportunities based on business impact, establish accountability among stakeholders, and navigate complex issues toward resolution.

• Experience collaborating across sales or advisor teams, marketing departments, and other corporate functions.

• Proficient in CRM, reporting, project management, and Microsoft 365 tools.

• Bachelor’s degree in marketing, communications, business, or a related field, or equivalent professional experience.

• Experience in wealth management, as a registered investment adviser, financial services, or a similarly regulated industry is preferred.

• Background in supporting financial advisors, sales professionals, or a distributed field organization is preferred.

• Familiarity with Salesforce or a comparable CRM platform is preferred.

• Experience with AI-enabled marketing or productivity tools within approved business controls is preferred.

• Candidates should ideally reside in the Eastern or Central time zone.

• Ability to stand or sit for extended periods, file documents in high or low cabinets, use the telephone, and operate computer systems.

🏝️ Benefits

• Training and professional development opportunities.

• Comprehensive medical, dental, and vision coverage for full-time employees and their families.

• Health Savings Account (HSA) with employer contributions.

• Flexible Spending Accounts (FSA) for medical, dependent care, and transit expenses.

• Employer-paid and voluntary life and AD&D insurance.

• Employer-funded short-term and long-term disability coverage.

• Workers compensation benefits.

• 401k plan with matching contributions and profit sharing.

• Wellness programs and resources.

• Optional benefits, including pet insurance.

• 18 days of paid time off (PTO), accrued annually; increases to 25 PTO days after four years of service.

• 12 paid holidays each year, comprising 10 pre-determined and 2 floating days.

• Paid parental leave.

• Paid caregiver leave after six months of employment.

• Reimbursement for tuition, licensing, and other credentialing expenses upon meeting service requirements.