Marketing Lead: Advisor Growth (Remote)

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

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