Note: The job is a remote job and is open to candidates in USA. Wealth Enhancement is an independent wealth management firm providing personalized financial planning and investment management services. The Advisor Marketing Consultant serves as a strategic marketing partner for financial advisor teams, developing growth strategies, managing marketing plans and budgets, analyzing performance, and coordinating cross-functional execution. The role also establishes accountability, presents recommendations to senior leaders, and supports scalable marketing and AI-enabled initiatives.
Responsibilities
- Support a portfolio of financial advisor teams across the Northeast region
- Team size, business maturity, growth opportunity, and marketing needs will vary
- Engage advisor teams through a structured consulting approach, with meeting frequency and support aligned to business needs and firm expectations
- Provide strategic marketing consultation to assigned advisor teams and establish clear expectations for agreed growth actions, ownership, and follow-through
- Coordinate with Advisor Marketing Specialists and other functional partners when execution support is part of the advisor team’s approved plan
- The consultant continues to own strategy, plan management, communication, and accountability
- Lead the development and ongoing management of annual marketing plans and budgets for assigned advisor teams, aligned with firm guidance, advisor growth goals, and regional priorities
- Translate each plan into specific advisor commitments, client and prospect activities, timelines, owners, and measurable outcomes
- Recommend how advisor teams should use available marketing budgets and monitor utilization throughout the year
- The consultant may decline or redirect proposed spending that does not align with firm standards, strategy, or expected business value
- Guide advisor teams in selecting the marketing programs, campaigns, tools, and service options best suited to their goals
- Adjust recommendations when performance, adoption, or business conditions indicate the current approach is not working
- Build trusted, influential relationships by understanding each advisor team’s growth goals, business priorities, market dynamics, and execution barriers
- Lead structured, growth-focused conversations with a clear point of view
- Challenge passive or ineffective approaches, recommend the strongest path forward, and gain commitment to practical next steps
- Hold all assigned teams accountable for engaging in the marketing planning process and completing agreed actions
- When advisor engagement or follow-through stalls, document the risk, raise it with Advisor Marketing leadership and Practice Management leadership, and support the agreed escalation and monitoring plan
- Maintain clear communication with advisor teams regarding priorities, decisions, ownership, progress, and unresolved barriers
- Review regional and advisor-team performance using Salesforce, firm dashboards, and other approved reporting tools
- Areas of focus include net flows, Advisor Channel Inflows, client acquisition, retention, referrals, advisor activity, and adoption of agreed marketing strategies
- Use data to identify performance gaps, ask informed questions, uncover emerging opportunities, and recommend actions
- Use Salesforce tools to review advisor and client information, create targeted lists, support campaign decisions, and improve follow-up
- Monitor marketing-budget utilization and vendor effectiveness, identifying underuse, inefficiency, and opportunities to redirect resources toward higher-impact activity
- Identify successful advisor practices, validate the behaviors and outcomes behind them, and translate proven approaches into reusable guidance
- Co-own advisor accountability with Practice Management team
- Align on growth priorities, advisor interventions, ownership, and escalation while retaining ownership of the marketing strategy and recommendations
- Partner with Advisor Marketing Specialists when execution support is included in an advisor team’s approved plan
- Establish clear roles, coordinated recommendations, and shared visibility into commitments and progress
- Coordinate with Corporate Marketing and other functional partners to connect advisor needs with brand campaigns, digital tools, lead-generation programs, creative support, and web support
- Partner with M&A marketing and onboarding teams when a newly joined advisor team enters the Northeast region
- Support the transition into ongoing regional support, clarify growth priorities, and establish the initial marketing plan
- Represent advisor marketing needs and regional growth opportunities in cross-functional forums
- Bring data, advisor context, a recommendation, and clear decisions or dependencies
- Own meeting notes and documentation in designated firm systems, including decisions, commitments, owners, risks, and next steps
- Own the accuracy and ongoing management of advisor marketing plans in designated firm systems
- Coordinate communication and follow-up with advisor teams and internal partners, maintaining momentum without absorbing accountability that belongs to the advisor or another functional owner
- Escalate unresolved barriers through the appropriate Advisor Marketing and Practice Management leadership channels
- Contribute to advisor marketing and Practice Management working sessions by owning the data, performance narrative, insights, and recommendations for assigned teams and the Northeast region
- Present regional insights, risks, opportunities, and recommendations to the executive leadership team approximately one to two times annually
- Present confidently to larger advisor audiences, including the firm’s Advisor Summit or on all company calls, when assigned
- Identify, test, and help scale approved AI-enabled tools and content approaches that reduce manual work, improve personalization, and strengthen advisor marketing execution
- Use field feedback, advisor performance data, and execution patterns to recommend improvements to scalable marketing programs
- Own selected department projects, campaigns, pilots, and new client offerings when assigned
- Define the outcome, stakeholders, timeline, dependencies, and measures of success
Skills
- Five or more years of experience in marketing, sales enablement, practice management, field marketing, client success, or a related client-facing role
- Demonstrated ability to manage a portfolio of stakeholder or client relationships and concurrent priorities with limited oversight
- Ability to influence and gain commitment to action
- Comfort interpreting dashboards and business performance data, using CRM information to investigate opportunities, and translating findings into clear recommendations
- Strong facilitation, presentation, and executive communication skills, including the ability to present an articulate point of view to senior leaders and large advisor audiences, virtually and in-person
- Ability to prioritize opportunities by business impact, establish accountability across stakeholders, and move complex issues toward resolution
- Experience working across sales or advisor teams, marketing departments, and other corporate functions
- Proficiency with CRM, reporting, project-management, and Microsoft 365 tools
- Bachelor's degree in marketing, communications, business, or a related field, or equivalent professional experience
- This is a remote position. Candidates should ideally work in the Eastern or Central time zone to support Northeast advisor teams and internal partners
- Approximately four to six trips are anticipated annually, including the department retreat, the Advisor Summit, and up to four advisor-team visits. Actual travel may vary based on regional business needs
- The consultant is expected to establish clear objectives for each visit and document resulting decisions and commitments
- Experience in wealth management, a registered investment adviser, financial services, or a similarly regulated industry. (Preferred)
- Experience supporting financial advisors, sales professionals, or a distributed field organization. (Preferred)
- Experience with Salesforce or a comparable CRM platform. (Preferred)
- Experience using AI-enabled marketing or productivity tools within approved business controls. (Preferred)
Benefits
- 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)
- Remote position
Company Overview