Advisor Marketing Strategist (Remote)

Jobgether; Oregon; Hybrid; USD 68,000 - 80,000; Full time

Benefits offered by this job

Remote work across the United States

Medical coverage (health, dental, and—

401(k) plan with company contributions

Paid time off and holidays

Job summary

Partner Company in the United States seeks an Advisor Marketing Specialist to serve as a trusted marketing partner to 8-10 financial advisor teams, developing tailored strategies that support growth and strengthen client relationships across email, social, events, and other channels.

You will use CRM platforms, analytics, and AI tools to optimize campaigns, coordinate with Creative, Brand, Web, and Compliance, and travel 2–7 times per year for advisor initiatives and events.

Qualifications

• Bachelor's degree in Marketing, Communications, or a related field.
• Three years of experience in marketing or sales enablement; financial services marketing is beneficial but not required.
• Strong project management and organizational skills with multiple advisor relationships and campaigns.

Responsibilities

• Advisor Marketing Strategy: partner with ~8-10 financial advisor teams to understand objectives and growth opportunities.
• Lead proactive planning sessions and align initiatives with regional growth priorities.
• Coordinate marketing plans with corporate resources and tools, including events, email, and social media.
• Plan, launch, and optimize integrated campaigns across channels using listed tools.
• Manage collateral development and vendor communications with Creative, Brand, Web, and Compliance teams.
• Track performance with Salesforce dashboards and reports and propose improvements.
• Apply AI tools to accelerate content development and streamline processes.
• Build strong relationships with advisors and internal stakeholders to provide proactive support.
• Document marketing plans, budgets, progress, challenges, and feedback for stakeholders.
• Educate advisors on tools, campaigns, and lifecycle strategies.
• Research industry trends and share best practices across the advisor community.
• Contribute to development of new marketing tools and repeatable processes.
• Collaborate across teams to scale ideas for advisor programs.

Skills

CRM systems

Salesforce

FMG Suite

Canva

Wistia

Wrike

AI literacy

Data analysis

Content development

Presentation skills

Education

Bachelor's degree in Marketing, Communications, or related field

Tools

Salesforce

FMG Suite

Canva

Wistia

Wrike

Job description

Partner Company in the United States seeks an Advisor Marketing Specialist to serve as a trusted marketing partner to 8-10 financial advisor teams, developing tailored strategies that support growth and strengthen client relationships across email, social, events, and other channels.

You will use CRM platforms, analytics, and AI tools to optimize campaigns, coordinate with Creative, Brand, Web, and Compliance, and travel 2–7 times per year for advisor initiatives and events.