Remote UHNW Marketing Strategist

Wealth Enhancement Group, LLC; United States; A distancia; USD 95.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental and vision coverage

401k with match

PTO and holidays

Parental leave

Tuition reimbursement

Descripción de la vacante

Wealth Enhancement Group, LLC is seeking an UHNW Marketing Strategist to build and advance UHNW advisor marketing capabilities, partnering with advisor teams and cross-functional partners. The role blends strategy, consulting, and program leadership to translate advisor growth ambitions into differentiated marketing plans.

The position is fully remote, with primary support for Eastern Time Zone offices. Occasional travel is required throughout the year, and the base salary ranges from $95,000 to

Formación

• 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
• Experience supporting affluent or UHNW client segments

Responsabilidades

• Define UHNW Advisor Marketing strategy, roadmap and capabilities
• Translate advisor needs into prioritized marketing initiatives and programs
• Lead development, testing, and scaling of new UHNW marketing programs from concept to pilot
• Partner with cross-functional teams to move priorities from opportunity to implementation
• Establish scalable frameworks and measurement for UHNW marketing initiatives
• Monitor market opportunities and translate insights into practical recommendations
• Use AI and digital tools to improve marketing effectiveness and advisor growth

Conocimientos

Marketing strategy

Advisor consulting

Business development

Field marketing

Wealth management

Educación

Bachelor's degree in marketing, communications, or business

Herramientas

Salesforce

CRM software

Microsoft 365

Data dashboards

Descripción del empleo

Wealth Enhancement Group, LLC is seeking an UHNW Marketing Strategist to build and advance UHNW advisor marketing capabilities, partnering with advisor teams and cross-functional partners. The role blends strategy, consulting, and program leadership to translate advisor growth ambitions into differentiated marketing plans.

The position is fully remote, with primary support for Eastern Time Zone offices. Occasional travel is required throughout the year, and the base salary ranges from $95,000 to