Advisor Marketing Specialist

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

📋 Description

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

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

• Collaborate with Advisor Marketing Consultants to focus on regional growth priorities.

• Assist advisor teams in achieving their marketing objectives, with particular emphasis on event coordination.

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

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

• Use Salesforce to generate reports, analyze dashboards, present client data, create campaigns, and track results and budgets.

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

• Manage the development of collateral, content customization, email/social/web campaigns, event support, and vendor communications.

• Work closely with Creative, Brand, Web, and Compliance teams to execute and approve marketing assets.

• Monitor outcomes and provide insights and optimizations following campaigns.

• Utilize AI tools to enhance content creation and streamline marketing workflows.

• Build and maintain relationships with financial advisors and the advisor marketing team.

• Identify and showcase success stories and best practices.

• Document successful initiatives and create supporting processes.

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

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

• Document work and results for the visibility of the consultant team.

• Educate and train advisors and staff on marketing strategies, collateral, and tools.

• Research industry trends and propose innovative approaches.

• Manage advisor enablement projects as needed.

• 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 initiatives across advisor teams.

• Provide additional support to the team as necessary.

⛳️ Requirements

• Bachelor’s degree in Marketing, Communications, or a related field.

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

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

• Strong project management, communication, and relationship-building competencies.

• Proficiency in Word, Excel, Outlook, and PowerPoint is essential.

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

• Ability to quickly learn new applications, technologies, and AI tools.

• Proven experience working with CRM systems is required; Salesforce experience is a plus.

• Capability to manage multiple team relationships and priorities simultaneously.

• Excellent writing, visual storytelling, and content development abilities.

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

• Empathetic understanding of advisor practice dynamics.

• Results-focused and analytical mindset.

• Exceptional communication skills coupled with a strong customer service orientation.

• Strategic application of marketing expertise and creativity is essential.

• Keen attention to detail is required.

• Ability to quickly establish credibility and handle constructive criticism effectively.

• Strong listening and questioning abilities.

• Curiosity and a commitment to staying informed on marketing trends.

• Demonstrated capacity to effectively utilize AI tools and technologies in daily tasks.

• Understanding of effective prompting, evaluation of AI-generated content, and integration of AI tools while maintaining quality standards.

• Willingness to learn and adapt to new AI tools and methodologies is expected.

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

🏝️ Benefits

• Opportunities for training and professional development.

• Medical, dental, and vision insurance (available to full-time employees and their families).

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

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

• 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 predetermined and 2 floating days).

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

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