Wealth Advisor Marketing Lead - Remote

The Well; United States; Remote; USD 120,000 - 170,000; Full time

Benefits offered by this job

Remote‑first flexibility

Regular branch travel

Professional development

Friday 3:00 p.m. finish

Job summary

The Well is seeking an Advisor Marketing Manager for wealth management. You will be the primary marketing contact for 30+ advisors, crafting annual marketing plans with SMART goals and executing campaigns across digital, email, social, and print.

This role blends strategy with hands‑on work and requires some travel to branch offices. You should have 5+ years of marketing experience, preferably in financial services or RIAs, and be comfortable coaching strategy while also building campaigns.

Qualifications

• 5+ years of marketing experience, ideally with clients or advisors on strategy.
• Financial services or RIA experience.
• Comfort coaching on strategy and executing campaigns.
• Strong project management and attention to detail.
• Excellent written and verbal communication.

Responsibilities

• Develop annual marketing plans with SMART goals for 30+ advisors.
• Run campaigns across digital, email, social, and print.
• Create playbooks, templates, and service models for growth.
• Collaborate with Marketing Director, Business Development Manager and Content Strategist.
• Visit branch offices to build advisor relationships.

Skills

Marketing strategy

Advisor collaboration

Project management

Communication skills

Remote-friendly

Strategic thinking

Education

Bachelor's degree

Tools

HubSpot

Redtail

Job description

The Well is seeking an Advisor Marketing Manager for wealth management. You will be the primary marketing contact for 30+ advisors, crafting annual marketing plans with SMART goals and executing campaigns across digital, email, social, and print.

This role blends strategy with hands‑on work and requires some travel to branch offices. You should have 5+ years of marketing experience, preferably in financial services or RIAs, and be comfortable coaching strategy while also building campaigns.