Advisor Marketing Manager

Summit Wealth Group; United States; Remote; USD 75,000 - 90,000; Full time

Benefits offered by this job

Medical coverage

401(k) with company match

Profit sharing

Profit interest units

Job summary

Summit Wealth Group is a remote-first firm seeking a marketing partner to support a team of 30 advisors across branches. You will develop and own annual marketing plans, run campaigns across email, digital, social, events and print, and partner with the broader marketing and business development teams to drive growth.

Ideal candidates have 5+ years in marketing, preferably with financial services or RIAs, and are comfortable managing multiple priorities remotely while using HubSpot and Redtail.

Qualifications

• 5+ years in marketing with end-to-end ownership of plans and campaigns.
• Financial services or RIA experience is a strong plus.
• Ability to manage a dozen competing priorities without dropping important ones.
• Familiarity with HubSpot and Redtail, or quick to learn new tools.
• Comfort with remote work and self-directed scheduling.

Responsibilities

• Build annual marketing plans with advisors and branches.
• Serve as the go-to marketing partner for advisors and branches.
• Run campaigns across email, digital ads, social, events, and print.
• Review performance and communicate results honestly to advisors.
• Help new advisors and branches get oriented.
• Collaborate with broader marketing and BD teams to avoid silos.

Skills

Campaign management

Strategic planning

Cross-functional collaboration

HubSpot

Redtail

Remote work management

Tools

HubSpot

Redtail

Job description

About the Firm
Summit Wealth Group is a nationally recognized leader in personalized financial planning and investment management, honored by Forbes as a “Best-in-State” firm. Behind our client’s experience is a culture built on respect, alignment, and strategic growth—where employees are empowered to make meaningful contributions to the firm’s long‑term success.

Helping financial advisors grow their business — and actually enjoy the process.

The Role

Summit works with advisors who are great at what they do but don't have the time (or interest) to become marketers themselves. That's where you come in.

You'll be the marketing partner for our team of 30 advisors across multiple branches at a $3.5B RIA — not a ticket-taker who executes requests, but someone who actually sits down with them, figures out what's going to move the needle for their book of business, and builds a plan around it. Some advisors will know exactly what they want. Others will need you to tell them. Both are part of the job.

What You'll Actually Be Doing

• Building annual marketing plans with advisors — real plans, not templates.
• Being the go-to marketing person for your advisors and their branches.
• Running campaigns across email, digital ads, social, events, and print (yes, some advisors still want print).
• Reviewing what's working, what isn't, and telling advisors the truth about both.
• Helping new advisors and branches get oriented when they join.
• Working closely with the broader marketing and business development teams so nothing you're doing happens in a silo.

How You'll Know You're Doing This Well

• Your advisors have plans they actually believe in, not ones they signed off on to check a box.
• Your work ships on time and doesn't need three rounds of fixes.
• Advisors call you before they call anyone else.
• The growth numbers move, and you can point to why.

What You Bring

• 5+ years in marketing, with a track record of owning plans and campaigns end-to-end — not just executing someone else's brief.
• Financial services or RIA experience is a strong plus; if you don't have it, you should be a fast learner comfortable getting up to speed
• You can manage a dozen competing priorities without dropping the important ones.
• You've used HubSpot and Redtail, or you pick up new tools quickly.
• You're comfortable working remotely and managing your own schedule — no one's going to look over your shoulder.

Location & Travel

This is remote-first, but you'll want to live within a reasonable distance of a branch location. Expect some travel, including the occasional overnight trip — not constant, but not never.

Compensation

$75,000–$90,000, based on experience and location

Why Summit

• A $3.5B RIA with about 90 people and 30 advisors — established enough to be stable, small enough that your work is visible.
• Your work has a clear, direct impact on whether advisors grow or stall.
• A genuinely collaborative marketing team — not people working in separate silos.
• Real flexibility, not just the word "flexible" on a job posting.
• Budget and support for your own professional growth.
• Comprehensive benefits, including medical coverage, 401(k) with company match, discretionary quarterly and profit‑sharing bonuses, and profit interest unit eligibility.