Advisor Growth Marketing Lead — Enablement & Strategy

Farther; New York (NY); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation package

Full health benefits

Unlimited PTO

Job summary

A leading financial tech firm in New York seeks a Marketing Manager for Advisor Strategy & Enablement. This hybrid role involves designing advisor marketing frameworks to drive organic growth and creating prescriptive playbooks for advisors. Significant experience in advisor marketing and the ability to track KPIs for advisor growth are essential. The position offers a competitive compensation package with excellent benefits, including unlimited PTO and a 401(k) match.

Qualifications

• 5–8+ years of experience in advisor marketing or financial advisor growth roles.
• Proven ability to design structured advisor growth programs.
• Experience defining and tracking KPIs for marketing efforts.

Responsibilities

• Design the advisor marketing foundation system.
• Build lifecycle-based advisor growth playbooks.
• Conduct advisor recruiting marketing calls.

Skills

Advisor marketing

Wealth management marketing

Communication

Data analysis

Familiarity with marketing tools

Tools

HubSpot

Social media platforms

Job description

A leading financial tech firm in New York seeks a Marketing Manager for Advisor Strategy & Enablement. This hybrid role involves designing advisor marketing frameworks to drive organic growth and creating prescriptive playbooks for advisors. Significant experience in advisor marketing and the ability to track KPIs for advisor growth are essential. The position offers a competitive compensation package with excellent benefits, including unlimited PTO and a 401(k) match.