Advisor Marketing Manager

Wealth Enhancement Group; Deutschland; Remote; EUR 84.000 - 102.000; Vollzeit

Zusammenfassung

A financial services firm is seeking an experienced Advisor Marketing Manager to lead marketing efforts and support advisor teams. This fully remote role requires strong leadership and marketing expertise, with a background in wealth management and people management. The salary range is $100,000 to $120,000, with additional bonus eligibility.

Leistungen

Annual corporate bonus

Flexible work environment

Comprehensive benefits package

Qualifikationen

• 5–8 years of experience in wealth management or advisory marketing.
• 3+ years of people management experience.
• Strong understanding of wealth management operations.

Aufgaben

• Lead the Premium+ (Paid Marketing) Program.
• Manage a team of 7-10 marketing professionals.
• Deliver insights on program performance and ROI.

Kenntnisse

Leadership

Communication

Team Development

Project Management

Marketing Strategy

Ausbildung

Bachelor's degree or equivalent experience

Tools

Salesforce

Microsoft Office

Canva

Jobbeschreibung

Overview

Wealth Enhancement is an independent wealth management firm with a passion for enriching the lives of our clients. We provide personalized financial planning through our Roundtable and UniFi processes, serving over 80,000 households from more than 140 offices nationwide.

Since 1997, Wealth Enhancement has set a higher standard in wealth management with specialized knowledge and attentive service. For more information, please visit Wealth Enhancement’s website.

We’re seeking a strategic and organized Advisor Marketing Manager to evolve and scale our advisor support offerings. This role will lead a team of 7-10 direct reports dedicated to our paid marketing program (Premium+). The manager will be responsible for building, scaling, and evolving the Premium+ offering to ensure it is impactful, repeatable, and sustainable across advisor teams. They will also contribute as part of the Advisor Marketing leadership team, collaborating across the department to support enterprise-wide initiatives, special projects, and shared resources that enable advisor team success.

This is a fully remote position.

In the spirit of pay transparency, the base salary range for this position is $100,000.00 to $120,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual corporate bonus. We encourage you to apply and share your compensation expectations when you do.

Primary Job Functions

Program Ownership and Evolution

• Lead strategic oversight of the Premium+ (Paid Marketing) Program; build scalable, repeatable frameworks that enhance advisor team growth and client experience.

• Continuously evolve the offering by gathering advisor feedback, piloting enhancements, and aligning with firm-wide marketing initiatives.

• Use the program as a test-and-learn environment for new ideas and roll proven approaches into the Advisor Marketing Playbook.

• Partner with M&A integration teams to pitch and position the program to new advisor teams.

• Ensure the team adheres to recommended marketing plans as defined in partnership while staying within budget.

Leadership and Collaboration

• Serve as a member of the Advisor Marketing leadership team, contributing to departmental strategy, decision-making, and team culture.

• Collaborate across Advisor Marketing and cross-functional partners to deliver seamless program execution.

• Act as point of contact for Canva workflow alignment with Creative.

• Support Advisor Marketing initiatives beyond Premium+ as needed, including campaign enhancements, intranet oversight, case studies, and toolkit development.

Team Development

• Directly manage and develop a team of 7-10 marketing professionals, primarily regional Marketing Specialists.

• Create SOPs and processes to ensure consistent, scalable, and impactful support across all regions.

• Drive readiness through training, coaching, and adoption of internal systems and marketing platforms.

• Foster a collaborative, candid, and engaging culture that supports growth and protects the team.

• Encourage adoption of best practices, technology, centralized Wealth Enhancement Group offerings, and streamlined marketing offerings.

Reporting Insights and Accountability

• Deliver actionable insights and reporting on program performance, ROI, and advisor team outcomes.

• Lead Salesforce campaign tracking and marketing performance dashboards to measure growth, adoption, and engagement.

• Maintain intranet resources and support updates to the Salesforce support environment, ensuring systems stay current and user-friendly.

• Establish accountability mechanisms for the Regional Marketing Specialists and advisor teams to align marketing activities with growth goals.

• Research and stay informed on ideas within and outside the industry to make recommendations and introduce new ideas to advisor teams.

• Solicit requirements from advisor teams for enhanced client experience and growth (technology, content & process).

Education/Qualifications

• Bachelor’s degree or equivalent experience

• 5–8 years of experience in wealth management, financial services, or advisory practice marketing

• 3+ years of people management experience with proven success in coaching and developing high-performing teams

• Strong understanding of wealth management business operations, with expertise in at least two of the following: financial planning, client acquisition, practice management, business operations, marketing, or project management

• Demonstrated ability to lead change, influence stakeholders, and balance strategic vision with tactical execution

• Excellent communication, interpersonal, and presentation skills — with strengths in consulting, pitching, and building trust

• Technology savvy, with proficiency in Microsoft Office and experience with Salesforce, Canva, Wistia, FMG Suite, Wrike, and related platforms.

WEG hires employees and makes decisions about their salary qualifications based on factors such as role, education, experience, qualifications, skills, and credentials. To comply with state pay transparency laws, the entire salary grade for the Manager level is disclosed, but the base salary range stated above is the starting range for this position.

Benefits and additional details available upon request. Reasonable accommodation during the application process can be requested from the Human Resources Department.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Information provided on this application will be kept confidential and only shared with those involved in the selection process.

For more information about policies, visit the website. OSHA Requirements: This position may require standing or sitting for extended periods, filing documents, and using computer systems.