Remote UHNW Marketing Strategist for Advisor Growth

Wealth Enhancement; United States; Remote; USD 95,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401k with match

Paid time off

Tuition reimbursement

Job summary

Wealth Enhancement is seeking a UHNW Marketing Strategist to build and advance the firm’s UHNW and Private Wealth marketing capabilities. The role partners with advisor teams, develops strategy, and leads cross-functional programs from concept to testing, learning, and implementation.

This fully remote position serves EST/EDT hours with periodic travel. Base salary ranges from $95,000 to $110,000, with eligibility for a corporate bonus plan and comprehensive benefits.

Qualifications

• Five or more years of marketing strategy and advisor consulting experience.
• Experience supporting high-performing professionals in wealth management or financial services.
• Ability to translate business objectives to actionable marketing plans.
• Strong understanding of advisor growth, referral development, and Centers of Influence.

Responsibilities

• Define UHNW marketing strategy, roadmap and priorities for advisor teams.
• Lead strategic conversations translating business goals into marketing plans.
• Partner with cross-functional teams to execute initiatives from concept to scale.
• Build trusted advisor relationships and influence growth opportunities.
• Monitor performance and adjust strategies based on data and insights.

Skills

Marketing strategy

Advisor consulting

Business development

Field marketing

Wealth management

Cross-functional collaboration

Education

Bachelor's degree in marketing/communications/business

Tools

Salesforce

CRM

Reporting tools

Microsoft 365

Job description

Wealth Enhancement is seeking a UHNW Marketing Strategist to build and advance the firm’s UHNW and Private Wealth marketing capabilities. The role partners with advisor teams, develops strategy, and leads cross-functional programs from concept to testing, learning, and implementation.

This fully remote position serves EST/EDT hours with periodic travel. Base salary ranges from $95,000 to $110,000, with eligibility for a corporate bonus plan and comprehensive benefits.