Advisor Marketing Specialist

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

📋 Description

• Serve as the primary marketing lead for 8–10 advisor teams on a daily basis.

• Organize proactive campaign planning sessions that align with the business objectives of each team.

• Collaborate with Advisor Marketing Consultants to address regional growth priorities.

• Assist advisor teams in achieving their marketing objectives and initiatives, emphasizing event coordination.

• Ensure advisor team marketing strategies are in sync with corporate marketing offerings and growth initiatives.

• Utilize the Advisor Marketing Platform for events, email, and social media strategies.

• Generate Salesforce reports, analyze dashboards, present client data, develop campaigns, and report on results and final budgets.

• Oversee campaign planning and execution using tools such as FMG Suite, Canva, Wistia, Wrike, and Salesforce.

• Coordinate the creation of marketing collateral, customize content, and manage email, social media, and web campaigns, along with event support and vendor communications.

• Work in partnership with Creative, Brand, Web, and Compliance teams to ensure timely execution and approval of assets.

• Monitor results and share insights and optimizations post-campaign.

• Leverage AI tools to enhance content production speed and streamline recurring marketing processes.

• Establish relationships with financial advisors to identify success stories and best practices.

• Act as the central knowledge resource for the marketing strategies and execution of assigned teams.

• Keep internal stakeholders updated on campaigns, challenges, and feedback from advisors.

• Document processes and educate advisors and staff on marketing recommendations, collateral, and tools.

• Investigate marketing ideas and trends, providing recommendations as needed.

• Take ownership of advisor enablement projects when necessary.

• Participate in team meetings, creative brainstorming sessions, and campaign showcases.

• Contribute to the development of new tools, templates, and campaign frameworks.

• Identify opportunities to scale successful strategies across advisor teams.

• Utilize approved AI and digital tools to enhance service quality and efficiency, ensuring accuracy, privacy, and alignment with business objectives.

• Identify and escalate issues related to inaccurate information, knowledge gaps, and digital-tool challenges.

⛳️ Requirements

• Bachelor’s degree (or equivalent experience) in marketing, communications, or a related discipline.

• At least 3 years of experience in marketing or sales enablement is preferred.

• Experience in financial services marketing is advantageous, but not mandatory.

• Strong skills in project management, communication, and relationship building.

• Proficient in Microsoft Word, Excel, Outlook, and PowerPoint.

• Familiarity with Wistia, Wrike, Canva, and FMG Suite is a plus.

• Quick learner of new applications, technologies, and AI tools.

• Required proficiency in working with CRM systems; Salesforce experience is a plus.

• Ability to manage multiple team relationships and priorities simultaneously.

• Excellent writing, visual storytelling, and content creation skills.

• Willingness to travel 2–7 times per year to support team initiatives and events.

• Candidates should be based in either the EST (preferred) or CST time zones.

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

🏝️ Benefits

• Opportunities for training and professional development.

• Comprehensive medical, dental, and vision coverage (available to full-time employees and their families).

• Health Savings Account (HSA) with employer contributions and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses.

• Life and AD&D insurance – includes employer-paid and voluntary options.

• Employer-paid short-term and long-term disability, as well as workers' compensation.

• 401k plan with matching contributions and profit sharing.

• Access to wellness programs and resources.

• Voluntary benefits, including pet insurance.

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service).

• 12 paid holidays each year (10 pre-determined and 2 floating days).

• Paid parental leave and paid caregiver leave (caregiver leave available after 6 months of service).

• Reimbursement for tuition, licensing, and other credentials (available after meeting service requirements).