Remote UHNW Marketing Strategist

Wealth Enhancement Group; Oregon; Hybrid; USD 95,000 - 110,000; Full time

Benefits offered by this job

Health coverage

401k with match

Paid time off and holidays

Parental leave

Tuition reimbursement

Job summary

Wealth Enhancement Group seeks a Senior UHNW Marketing Strategist to build and advance UHNW and Private Wealth advisor marketing capabilities. You will partner with cross-functional teams to translate advisor growth ambitions into differentiated, actionable marketing strategies.

You will drive programs from concept to pilot, test, and scale, balancing high-touch needs with scalable marketing capabilities. Remote role serving EST-based offices with travel requirements.

Qualifications

• Five+ years of experience in marketing strategy, advisor consulting, business development, field marketing, wealth management, client success, practice management, or a related client-facing role.
• Demonstrated ability to develop strategic marketing recommendations and translate them into actionable plans, programs or growth initiatives.
• Strong understanding of relationship-based growth strategies, community engagement, referral development, and advisor positioning.
• Bachelor's degree in marketing, communications, business, or a related field preferred (or equivalent as demonstrated through one or combination of work experience, training, military experience, or education).

Responsibilities

• Define and manage UHNW Advisor Marketing strategy, roadmap, and priorities across enterprise resources.
• Translate advisor and client needs into focused marketing initiatives, programs, and solutions.
• Lead cross-functional collaboration with Content, Creative, Digital, Web, Events, Analytics, Experience, Product and Advisor Marketing.
• Develop scalable frameworks, tools, and planning methods for UHNW and Private Wealth teams.
• Establish audience differentiation for UHNW and Private Wealth segments and measure outcomes.

Job description

Wealth Enhancement Group seeks a Senior UHNW Marketing Strategist to build and advance UHNW and Private Wealth advisor marketing capabilities. You will partner with cross-functional teams to translate advisor growth ambitions into differentiated, actionable marketing strategies.

You will drive programs from concept to pilot, test, and scale, balancing high-touch needs with scalable marketing capabilities. Remote role serving EST-based offices with travel requirements.