Advisor Marketing Manager

Summit Wealth Group; Opin; Remote; PLN 284,000 - 341,000; Full time

Benefits offered by this job

Medical coverage

401(k) with company match

Discretionary quarterly bonus

Profit sharing bonuses

Profit interest unit eligibility

Job summary

Summit Wealth Group is seeking a marketing partner to work remotely with our team of 30 advisors across branches, developing plans and campaigns that truly move the needle for their book of business. You’ll be the primary marketer for advisors, steering campaigns across email, digital, social, events, and print.

With 5+ years in marketing and strong experience in financial services, you’ll manage competing priorities, tell the truth about results, and help advisors grow their practice while

Qualifications

• 5+ years in marketing with end-to-end campaign ownership.
• Strong track record in financial services or fast learner in new domains.
• Ability to manage multiple priorities without dropping key items.
• Experience with HubSpot and Redtail or quick tool adoption.
• Comfort with remote work and self-directed scheduling.

Responsibilities

• Build annual marketing plans with advisors that are actionable.
• Be the go-to marketing partner for advisors and branches.
• Run campaigns across email, digital ads, social, events, and print.
• Review performance and communicate candid feedback to advisors.
• Help onboarding for new advisors and branches joining the team.
• Collaborate with broader marketing and BD teams to avoid silos.

Skills

Marketing leadership

Campaign management

Strategic planning

Remote work

HubSpot

Redtail

Tools

HubSpot

Redtail

Job description

About the Firm
Summit Wealth Group is a nationally recognized leader in personalized financial planning and investment management, honored by Forbes as a “Best-in-State” firm. Behind our client’s experience is a culture built on respect, alignment, and strategic growth—where employees are empowered to make meaningful contributions to the firm’s long‑term success.

Helping financial advisors grow their business — and actually enjoy the process.

The Role

Summit works with advisors who are great at what they do but don't have the time (or interest) to become marketers themselves. That's where you come in.

You'll be the marketing partner for our team of 30 advisors across multiple branches at a $3.5B RIA — not a ticket-taker who executes requests, but someone who actually sits down with them, figures out what's going to move the needle for their book of business, and builds a plan around it. Some advisors will know exactly what they want. Others will need you to tell them. Both are part of the job.

What You'll Actually Be Doing

• Building annual marketing plans with advisors — real plans, not templates.
• Being the go-to marketing person for your advisors and their branches.
• Running campaigns across email, digital ads, social, events, and print (yes, some advisors still want print).
• Reviewing what's working, what isn't, and telling advisors the truth about both.
• Helping new advisors and branches get oriented when they join.
• Working closely with the broader marketing and business development teams so nothing you're doing happens in a silo.

How You'll Know You're Doing This Well

• Your advisors have plans they actually believe in, not ones they signed off on to check a box.
• Your work ships on time and doesn't need three rounds of fixes.
• Advisors call you before they call anyone else.
• The growth numbers move, and you can point to why.

What You Bring

• 5+ years in marketing, with a track record of owning plans and campaigns end-to-end — not just executing someone else's brief.
• Financial services or RIA experience is a strong plus; if you don't have it, you should be a fast learner comfortable getting up to speed
• You can manage a dozen competing priorities without dropping the important ones.
• You've used HubSpot and Redtail, or you pick up new tools quickly.
• You're comfortable working remotely and managing your own schedule — no one's going to look over your shoulder.

Location & Travel

This is remote-first, but you'll want to live within a reasonable distance of a branch location. Expect some travel, including the occasional overnight trip — not constant, but not never.

Compensation

$75,000–$90,000, based on experience and location

Why Summit

• A $3.5B RIA with about 90 people and 30 advisors — established enough to be stable, small enough that your work is visible.
• Your work has a clear, direct impact on whether advisors grow or stall.
• A genuinely collaborative marketing team — not people working in separate silos.
• Real flexibility, not just the word "flexible" on a job posting.
• Budget and support for your own professional growth.
• Comprehensive benefits, including medical coverage, 401(k) with company match, discretionary quarterly and profit‑sharing bonuses, and profit interest unit eligibility.