Senior Advisor, Marketing

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

📋 Description

• Collaborate with the Senior Marketing Operations Manager and leadership to co-manage targets for MQL, SAL, and advisor pipeline growth.

• Create advisor Ideal Customer Profiles (ICPs), personas, and segment strategies targeting RIAs, hybrid advisors, broker-dealers, and other key audiences.

• Develop positioning, messaging, value propositions, and offers that cater to advisor needs and highlight the unique value of the Advisor Marketing Platform.

• Design and implement demand-generation campaigns utilizing paid media, outbound marketing, lifecycle strategies, organic channels, webinars, and events.

• Convert advisor research, customer insights, sales feedback, and performance data into actionable campaign strategies, content briefs, creative concepts, and testable hypotheses.

• Oversee the end-to-end strategy for webinars and events, including programming, promotion, partner involvement, sales follow-up, and post-event engagement.

• Create advisor-focused content and enablement materials, such as case studies, email programs, landing pages, campaign content, and sales collateral.

• Specify campaign requirements and collaborate with Marketing Operations to automate workflows, set up tracking, and scale effective programs.

• Work with Marketing Operations and Sales to identify barriers in the funnel and conduct experiments to enhance MQL-to-SAL and SQL-to-revenue conversion rates.

• Track program and channel performance, share insights, and suggest modifications to budgets, channel strategies, messaging, offers, and campaign priorities.

• Develop repeatable campaign playbooks and operational rhythms.

⛳️ Requirements

• 5-7 years of experience in marketing to financial advisors, RIAs, broker-dealers, or fintech companies serving the advisory space.

• Knowledge of advisor psychology, objections, purchasing cycles, and the operational realities involved in growing an advisory firm.

• Proven capability to create and implement multi-channel programs that yield qualified demand and measurable pipeline results.

• Strong expertise in positioning, messaging, audience strategy, campaign development, and performance marketing principles.

• Experience managing programs from strategy to execution, including campaign briefs, content creation, launch coordination, performance analysis, and iterations.

• Background in leading webinars, events, or other initiatives that generate and convert B2B demand.

• Quantitative mindset with proficiency in funnel metrics, attribution, campaign performance, and conversion data analysis.

• Familiarity with CRM and marketing automation tools such as Salesforce, HubSpot, Pardot, or Marketo.

• Excellent cross-functional collaboration skills and the ability to influence stakeholders without formal authority.

• High initiative, rapid execution pace, and comfort navigating a fast-paced, ambiguous environment.

• Systems-oriented approach focused on repeatable programs, scalable playbooks, and sustainable growth processes.

• Experience utilizing generative AI and large language models.

• Ability to sit at a desk and work on a computer for extended periods.

• Must be able to communicate effectively via phone and/or video calls.

• Must have legal authorization to work in the United States.

• SmartAsset cannot provide employment visa sponsorship for this position, either now or in the future.

🏝️ Benefits

• Fully remote work opportunity within the contiguous U.S.

• A variety of Medical, Dental, and Vision plan options through reputable national carriers.

• Company-sponsored Life/AD&D insurance coverage.

• Supplemental life and disability insurance plans.

• 401(k) plan with employer matching contributions.

• Flexible Spending Account (FSA) and Health Savings Account (HSA) options.

• Equity packages available for every role.

• Generous policies for vacation, sick leave, and parental leave.

• Pet insurance coverage.

• Stipend for home office expenses.

• Access to an Employee Assistance Program (EAP).