Advisor Marketing Manager

The Well; United States; Remote; USD 120,000 - 170,000; Full time

Benefits offered by this job

Remote‑first flexibility

Regular branch travel

Professional development

Friday 3:00 p.m. finish

Job summary

The Well is seeking an Advisor Marketing Manager for wealth management. You will be the primary marketing contact for 30+ advisors, crafting annual marketing plans with SMART goals and executing campaigns across digital, email, social, and print.

This role blends strategy with hands‑on work and requires some travel to branch offices. You should have 5+ years of marketing experience, preferably in financial services or RIAs, and be comfortable coaching strategy while also building campaigns.

Qualifications

• 5+ years of marketing experience, ideally with clients or advisors on strategy.
• Financial services or RIA experience.
• Comfort coaching on strategy and executing campaigns.
• Strong project management and attention to detail.
• Excellent written and verbal communication.

Responsibilities

• Develop annual marketing plans with SMART goals for 30+ advisors.
• Run campaigns across digital, email, social, and print.
• Create playbooks, templates, and service models for growth.
• Collaborate with Marketing Director, Business Development Manager and Content Strategist.
• Visit branch offices to build advisor relationships.

Skills

Marketing strategy

Advisor collaboration

Project management

Communication skills

Remote-friendly

Strategic thinking

Education

Bachelor's degree

Tools

HubSpot

Redtail

Job description

Advisor Marketing Manager - Wealth Management

Location: Remote (Ideally in Tennessee, Colorado, Arizona, South Dakota, Pennsylvania, or Mississippi) for some travel to a local office.

We're hiring an Advisor Marketing Manager on behalf of our client-a growing wealth management firm with 30+ advisors across 12 branch offices.

This role has one clear goal: help advisors grow organically. If you enjoy building marketing strategy with people and then rolling up your sleeves to get it done, we want to talk.

Why this role?

• Be the main marketing contact for 30+ advisors and help each one grow their business
• Build an annual marketing plan with each advisor, with S.M.A.R.T. goals and a clear path to get there
• Split your time between strategy and hands‑on work, running campaigns across digital, email, social, and print
• Create the playbooks, templates, and tiered service model that let advisor marketing grow along with the firm
• Work closely with the Director of Marketing, Business Development Manager, and Content Strategist
• Visit branch offices in person to build real advisor relationships

What you bring:

• 5+ years of marketing experience, ideally working directly with clients or advisors on strategy
• Financial services or RIA experience
• Comfort coaching on strategy one minute and building the campaign or email yourself the next
• Strong project management skills, with the ability to handle many advisors' plans at once without losing track of details
• Relationship‑building instincts and excellent written and verbal communication
• Familiarity with HubSpot and Redtail
• Working knowledge of FINRA and SEC advertising compliance
• A self‑starting, positive, solution‑focused approach that fits a remote‑first role
• Bachelor's degree in Marketing, Communications, Business, or a related field (preferred)

What we offer:

• Remote‑first flexibility with regular branch travel
• A high‑impact role reporting to the Director of Marketing
• Ongoing professional development through conferences, webinars, and industry learning
• A Monday-Thursday 8-5 schedule with 3:00 p.m. finishes on Fridays
• The chance to shape how advisor marketing grows as new offices are added