Advisor Growth Marketing Lead

Farther; Dallas (TX); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive comp package

Full health benefits

401(k) matching

Unlimited PTO

Job summary

A growing wealth management firm in Dallas seeks a Marketing Manager for Advisor Strategy & Enablement. The role involves designing tailored marketing frameworks and ensuring advisors’ local visibility. The ideal candidate has 5–8 years in advisor marketing, strong communication skills, and a data-informed mindset. Benefits include competitive compensation, unlimited PTO, and full health benefits. Join a collaborative team aimed at transforming client experiences in wealth management.

Qualifications

• 5–8+ years of experience in advisor marketing or related roles.
• Proven ability to implement advisor growth programs.
• Experience leading advisor trainings and calls.

Responsibilities

• Design advisor marketing standards and templates.
• Build lifecycle-based advisor growth playbooks.
• Lead marketing calls with prospective advisors.

Skills

Advisor marketing experience

Wealth management marketing

Strong communication skills

KPI tracking

Familiarity with marketing tools

Tools

HubSpot

Google Business Profile

Job description

A growing wealth management firm in Dallas seeks a Marketing Manager for Advisor Strategy & Enablement. The role involves designing tailored marketing frameworks and ensuring advisors’ local visibility. The ideal candidate has 5–8 years in advisor marketing, strong communication skills, and a data-informed mindset. Benefits include competitive compensation, unlimited PTO, and full health benefits. Join a collaborative team aimed at transforming client experiences in wealth management.