UHNW Marketing Strategist

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

📋 Description

• Assist in defining and constructing Wealth Enhancement's UHNW Advisor Marketing strategy, operational model, capabilities, and roadmap.

• Convert the needs of advisors, clients, and the business into prioritized marketing initiatives, programs, and solutions.

• Create, launch, evaluate, and enhance new UHNW marketing programs from concept through pilot, learning, and scaling.

• Collaborate with Content, Creative, Digital, Web, Events, Analytics, Experience, Product, and Advisor Marketing teams.

• Balance the specific requirements of the UHNW team with repeatable, scalable marketing capabilities.

• Define and distinguish UHNW and Private Wealth target audiences, value propositions, service experiences, and marketing capabilities.

• Identify and assess tools, technologies, partners, and innovative approaches.

• Establish scalable frameworks, best practices, and planning tools.

• Act as the primary strategic marketing partner for a portfolio of UHNW and Private Wealth advisor teams.

• Comprehend advisor business objectives, client demographics, target markets, relationships, referral networks, growth ambitions, and challenges.

• Lead strategic discussions and translate business objectives into targeted marketing priorities and actionable plans.

• Cultivate trusted relationships with advisors and business leaders, influencing commitment without direct authority.

• Develop and manage strategic marketing plans and budgets.

• Identify opportunities to enhance client relationships, boost market visibility, broaden referral and center-of-influence networks, and attract new clients.

• Define initiatives, advisor commitments, timelines, budgets, ownership, and measurable outcomes.

• Recommend programs, campaigns, content, thought leadership, events, digital experiences, and firm resources.

• Monitor UHNW client expectations, market trends, competitive activities, and emerging growth opportunities.

• Provide advice on thought leadership, community presence, centers of influence, partnerships, client experiences, credibility, and affluent-audience relationships.

• Integrate advisor and UHNW client insights into marketing programs, resources, and capabilities.

• Utilize Salesforce, firm dashboards, advisor insights, and approved reporting tools to assess performance and business outcomes.

• Analyze net flows, client acquisition, referrals, advisor activity, audience engagement, event results, marketing adoption, and budget utilization.

• Develop measurement approaches and identify practices that can be documented, refined, and scaled.

• Employ approved AI and digital tools to streamline work, enhance service quality, and boost efficiency while ensuring outputs are accurate, private, and aligned with business goals.

• Identify and escalate any inaccuracies, knowledge gaps, or digital-tool issues.

⛳️ Requirements

• A minimum of five years of experience in marketing strategy, advisor consulting, business development, field marketing, wealth management, client success, practice management, or a related client-facing role.

• Proven ability to formulate strategic marketing recommendations and convert them into actionable plans, programs, or growth initiatives.

• Experience in supporting high-achieving professionals, business owners, advisors, executives, or client-facing teams.

• Strong knowledge of relationship-based growth strategies, community engagement, referral development, and advisor positioning.

• Ability to establish trust, influence decisions, and secure commitments without direct authority.

• Capacity to facilitate strategic discussions and confidently challenge conventional wisdom when necessary.

• Experience in developing and managing stakeholder relationships across various business functions.

• Strong business acumen and ability to connect marketing recommendations to business results.

• Comfort with interpreting data, dashboards, CRM insights, and performance trends to inform recommendations.

• Excellent presentation, facilitation, and executive communication skills.

• Ability to manage multiple priorities while fostering strong advisor and stakeholder relationships.

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

• Demonstrated ability to create structure, prioritize tasks, and advance work in a dynamic or ambiguous environment.

• Proven inclination for action and capability to make sound, timely decisions with incomplete information.

• Bachelor's degree in marketing, communications, business, or a related field preferred, or equivalent experience through work, training, military service, or education.

• Experience in wealth management, private wealth, financial services, family office, banking, or a related industry.

• Familiarity with affluent or UHNW client segments.

• Understanding of centers of influence, business-owner marketing, executive audiences, multigenerational wealth discussions, and relationship-based growth strategies.

• Experience with Salesforce or similar CRM platforms.

• Experience leading marketing pilots, strategic initiatives, or cross-functional projects.

• Experience utilizing data, technology, and AI-enabled tools to enhance marketing effectiveness and advisor growth.

• Proven experience in building or launching a new program or business initiative through go-to-market within a developing organization.

• Availability during regular EST/EDT business hours.

• Willingness to travel occasionally, approximately 4–6 times per year for 2–3 days at a time.

• Capability 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.

• Medical, dental, and vision coverage (available for 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 – employer-paid and voluntary options available.

• Short-term and long-term disability and workers' compensation – employer-paid.

• 401k with matching and profit-sharing options.

• 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 leave and paid caregiver leave (caregiver leave available after 6 months of tenure).

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

• Eligibility for a corporate bonus plan.

• Fully remote work arrangement.

• Periodic travel opportunities for advisor-team meetings, strategic planning sessions, client or prospect events, department meetings, and firm-sponsored gatherings.