Head of FA Segment Marketing & Experience Strategy

Financial Narrative; Missouri; On-site; USD 169,000 - 287,000; Full time

Job summary

Financial Narrative is seeking a Director of FA Segment Marketing to align Experience, Brand, and Marketing capabilities for all Financial Advisors across diverse markets and FA segments. This role ensures seamless integration of EBM functions and prioritizes initiatives to drive measurable growth for firm-wide FA objectives and segment-specific strategies.

The leader will build strong cross-functional partnerships, use data-driven insights, and cultivate a high-performing team to deliver

Qualifications

• 15+ years of leadership experience in marketing, customer strategy, or experience roles.
• Proven success in developing and executing marketing and experience strategies.
• Expertise in modern marketing techniques across digital and traditional channels.

Responsibilities

• Lead strategy and prioritization of EBM-originated initiatives that benefit all FAs and FA segments across markets.
• Partner with EBM Analytics to measure and optimize client and FA experience and marketing initiatives.
• Coach and develop EBM talent, fostering accountability and cross-functional fluency.

Skills

Strategic thinker

Client experience design

Leadership

Communication

Data-driven decision-maker

Job description

Financial Narrative is seeking a Director of FA Segment Marketing to align Experience, Brand, and Marketing capabilities for all Financial Advisors across diverse markets and FA segments. This role ensures seamless integration of EBM functions and prioritizes initiatives to drive measurable growth for firm-wide FA objectives and segment-specific strategies.

The leader will build strong cross-functional partnerships, use data-driven insights, and cultivate a high-performing team to deliver