Advisor Growth Systems Lead

Cardata; New York (NY); On-site; USD 100,000 - 130,000; 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, Advisor Marketing Strategy & Enablement to design and lead advisor-led growth systems. The role requires 5-8+ years of experience in advisor marketing and strong communication skills. You will create frameworks, perform training sessions, and engage in recruitment conversations to articulate how Cardata's offerings drive AUM growth. Benefits include competitive compensation, unlimited PTO, and comprehensive health coverage.

Qualifications

• 5-8+ years of experience in advisor marketing or wealth management.
• Proven ability to design effective advisor growth programs.
• Strong facilitating and communication skills for training sessions.
• Experience defining and tracking advisor marketing KPIs.
• Familiarity with common advisor marketing tools.

Responsibilities

• Design the marketing foundation system for advisors.
• Develop lifecycle and persona-based growth playbooks.
• Incorporate segment-specific strategies into playbooks.
• Own advisor-facing enablement and training materials.
• Lead recruitment-focused marketing calls with advisors.
• Establish a clear KPI framework for advisor growth.

Skills

Advisor marketing experience

Communication skills

Data-driven mindset

Experience with advisor marketing tools

Tools

HubSpot

Google Business Profile

Job description

Cardata is looking for a Manager, Advisor Marketing Strategy & Enablement to design and lead advisor-led growth systems. The role requires 5-8+ years of experience in advisor marketing and strong communication skills. You will create frameworks, perform training sessions, and engage in recruitment conversations to articulate how Cardata's offerings drive AUM growth. Benefits include competitive compensation, unlimited PTO, and comprehensive health coverage.