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

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

UHNW (ultra-high net worth) Marketing Strategist

to play a foundational role in building and advancing Wealth Enhancement's UHNW and Private Wealth Advisor Marketing capability while serving as a strategic marketing partner to UHNW advisor teams.

This role combines program development, strategic consulting, market expertise, advisor relationship management and cross-functional leadership. The Strategist will help define the marketing capabilities, programs and experiences required to support the evolving UHNW business while translating individual advisor growth ambitions into differentiated, actionable marketing strategies.

As a trusted partner, the Strategist will bring a strong marketing point of view, deep understanding of affluent audiences and sound business judgment. The role will connect advisor and client needs with enterprise capabilities, influence priorities across teams, and help move opportunities from strategy through implementation, measurement and scale. This role requires a proactive, action-oriented builder who is comfortable creating clarity in ambiguous situations, making sound decisions with incomplete information, and moving ideas quickly from concept to testing, learning, and implementation.

This is a fully remote. Please note that this position will primarily serve offices based in the Eastern Time Zone. While you do not need to be located on the East Coast, you must be available during regular EST/EDT business hours. Additionally, periodic travel is required based on advisor, business, and departmental needs. Travel may include advisor-team meetings, strategic planning sessions, client or prospect events, department meetings, and firm-sponsored gatherings. Roughly 4-6x per year for 2-3 days at a time.

In the spirit of pay transparency, we are excited to share the base salary range for this position is

$95,000.00 to $110,000.00 , exclusive of bonuses and benefits. The role is also eligible to participate in the corporate bonus plan.

Primary Job Functions

UHNW Marketing Strategy, Development & ImplementationHelp define and build Wealth Enhancement's UHNW Advisor Marketing strategy, operating model, capabilities and roadmapTranslate advisor, client and business needs into prioritized marketing initiatives, programs and solutionsTake ownership of developing, launching, testing, and refining new UHNW marketing programs, moving from concept to pilot with appropriate speed and limited oversight, then applying learnings to improve adoption and scalePartner across Content, Creative, Digital, Web, Events, Analytics, Experience, Product and Advisor Marketing to move strategic priorities from opportunity to implementationBalance the high-touch and customized needs of UHNW teams with the development of repeatable, scalable marketing capabilitiesDefine and differentiate UHNW and Private Wealth target audiences, value propositions, service experiences and supporting marketing capabilitiesIdentify and evaluate tools, technologies, partners and emerging approaches that could strengthen advisor growth, marketing effectiveness or the UHNW client experienceEstablish scalable frameworks, best practices and planning tools and identify successful approaches that can be replicated across UHNW and Private Wealth teams

Advisor Partnership & Strategic Consulting

Serve as the primary strategic marketing partner for a portfolio of UHNW and Private Wealth advisor teamsBuild a deep understanding of advisor business objectives, client demographics, target markets, relationships, referral networks, growth ambitions and barriers to growthLead strategic conversations that translate business objectives and market opportunities into focused marketing priorities and actionable plansBuild trusted relationships with advisors and business leaders by bringing expertise, perspective, thoughtful recommendations and a clear marketing point of viewInfluence advisor commitment and maintain momentum by establishing priorities, monitoring progress and addressing barriers to executionProactively identify opportunities, recommend a path forward, and initiate appropriate next steps without relying on advisors or leaders to define every actionPartner with Advisor Marketing Specialists and cross-functional partners on execution while maintaining ownership of strategic direction, advisor communication, priorities and accountability

UHNW Marketing Strategy & Planning

Develop and manage strategic marketing plans and budgets aligned with advisor business objectives, target audiences and growth opportunitiesIdentify opportunities to deepen client relationships, strengthen market visibility, expand referral and center-of-influence networks, and attract ideal prospective clientsTranslate strategic priorities into defined initiatives, advisor commitments, timelines, budgets, ownership and measurable outcomesRecommend the appropriate mix of programs, campaigns, content, thought leadership, events, digital experiences and firm resources to advance advisor objectivesContinuously evaluate business conditions, advisor priorities and performance indicators and adapt recommendations accordingly

UHNW Market, Client & Competitive Expertise

Serve as a subject matter expert on UHNW audiences, affluent client engagement, relationship-based growth and advisor positioningMonitor evolving UHNW client expectations, market trends, competitive activity and emerging growth opportunities and translate insights into practical recommendationsAdvise teams on thought leadership, community presence, centers of influence, partnerships, client experiences and other strategies designed to strengthen credibility, relationships and influence with affluent audiencesBring the voice of advisors and UHNW clients into the development and evolution of Wealth Enhancement's marketing programs, resources and capabilitiesConnect enterprise resources and expertise with local market opportunities in ways that are relevant and actionable for advisor teams

Performance, Measurement & Optimization

Use Salesforce, firm dashboards, advisor insights and approved reporting tools to evaluate marketing performance and business outcomesAnalyze measures including net flows, client acquisition, referrals, advisor activity, audience engagement, event outcomes, marketing adoption and budget utilizationTranslate data and business context into actionable recommendations and identify opportunities requiring adjustment, additional investment or a different approachEstablish measurement approaches that demonstrate the adoption, effectiveness and business impact of UHNW marketing initiativesIdentify successful advisor practices and marketing strategies that can be documented, refined and scaled across UHNW and Private Wealth teams

Improve Service Quality by Using AI and Digital Tools

Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency, while validating outputs for accuracy, privacy, and business alignmentIdentify and upscale inaccurate information and knowledge gaps, or issues related to digital tools

What Success Looks Like

Success in this role means both building a stronger UHNW Advisor Marketing capability and delivering meaningful value to individual advisor teams.A clearly defined UHNW Advisor Marketing strategy, roadmap and set of priorities are established and continue to evolve with the businessNew UHNW marketing programs and capabilities are successfully developed, tested, refined and scaledAdvisor teams view the Strategist as a trusted business and marketing partner who brings expertise, perspective and directionUHNW advisor teams have focused marketing strategies aligned with their business goals, target audiences and market opportunitiesAdvisors effectively leverage Wealth Enhancement's capabilities and make intentional marketing investments aligned with their highest-priority opportunitiesAdvisor and client insights consistently inform the development of programs, resources and experiencesSuccessful practices are identified and translated into repeatable approaches that benefit the broader UHNW businessCross-functional partners have clarity around UHNW marketing priorities, advisor needs and their role in supporting the businessMarketing efforts demonstrate measurable progress toward advisor growth, client acquisition, referrals, engagement and relationship-building objectivesThe Strategist demonstrates sound judgment under ambiguity, makes timely recommendations, and adjusts course as new information becomes availableLeaders, advisors, and partners experience the Strategist as a proactive owner who anticipates needs, removes barriers, and consistently drives work forward

Education/Qualifications

Five or more years of experience in marketing strategy, advisor consulting, business development, field marketing, wealth management, client success, practice management, or a related client-facing roleDemonstrated ability to develop strategic marketing recommendations and translate them into actionable plans, programs, or growth initiativesExperience supporting high-performing professionals, business owners, advisors, executives, or client-facing teamsStrong understanding of relationship-based growth strategies, community engagement, referral development, and advisor positioningAbility to build trust, influence decisions, and gain commitment without direct authorityAbility to facilitate strategic discussions and confidently challenge conventional thinking when appropriateExperience developing and managing stakeholder relationships across multiple business functionsStrong business acumen and ability to connect marketing recommendations to business outcomesComfort interpreting data, dashboards, CRM insights, and performance trends to inform recommendationsStrong presentation, facilitation, and executive communication skillsAbility to manage multiple priorities while maintaining strong advisor and stakeholder relationshipsProficiency with CRM, reporting, project-management, and Microsoft 365 toolsProven ability to create structure, establish priorities, and move work forward in an evolving or ambiguous environmentDemonstrated bias for action and ability to make sound, timely decisions with incomplete informationBachelor's degree in marketing, communications, business, or a related field preferred (or equivalent as demonstrated through one or a combination of the following: work experience, training, military experience, or education)Experience within wealth management, private wealth, financial services, family office, banking, or a related industryExperience supporting affluent or UHNW client segmentsUnderstanding of centers of influence, business-owner marketing, executive audiences, multigenerational wealth conversations, and relationship-based growth strategiesExperience working with Salesforce or comparable CRM platformsExperience leading marketing pilots, strategic initiatives, or cross-functional projectsExperience utilizing data, technology, and AI-enabled tools to support marketing effectiveness and advisor growthDemonstrated experience building or launching a new program or business initiative all the way through to go-to-market within an evolving organization

W EG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at this level is $87,400.00 to $131,100.00. However, the base salary range bolded above ( $95,000.00 to $110,000.00 ) is what we expect to pay as a starting range for this position.

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony.

Training and professional development

• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at.

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.