Advisor Growth Systems Lead

Cardata; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Full health benefits

401(k) matching & Roth IRA options

Unlimited PTO

Job summary

Cardata is looking for a Manager of Advisor Marketing Strategy & Enablement in Dallas, Texas. The role involves designing advisor marketing foundations and growth playbooks to help financial advisors expand their practices. Candidates should have 5-8 years in advisor marketing or wealth management, strong communication skills, and a data-informed mindset. The position offers competitive compensation, full health benefits, 401(k) matching, and unlimited PTO, in a collaborative work environment focused on impact.

Qualifications

• 5–8+ years of experience in advisor marketing or wealth management.
• Proven ability to design and implement structured advisor growth programs.
• Strong facilitator and communicator for advisor-facing trainings.

Responsibilities

• Design the advisor marketing foundation system.
• Build lifecycle- and persona-based advisor growth playbooks.
• Lead frequent advisor recruiting marketing calls.

Skills

Advisor marketing

Wealth management marketing

Communication skills

Data-informed mindset

Familiarity with marketing tools

Tools

HubSpot

Social networks

Google Business Profile

Job description

Cardata is looking for a Manager of Advisor Marketing Strategy & Enablement in Dallas, Texas. The role involves designing advisor marketing foundations and growth playbooks to help financial advisors expand their practices. Candidates should have 5-8 years in advisor marketing or wealth management, strong communication skills, and a data-informed mindset. The position offers competitive compensation, full health benefits, 401(k) matching, and unlimited PTO, in a collaborative work environment focused on impact.