Note: The job is a remote job and is open to candidates in USA. The Well is hiring an Advisor Marketing Manager for a growing wealth management firm. The role focuses on helping advisors grow organically by developing marketing plans, executing campaigns across digital, email, social, and print, and building scalable marketing resources and relationships across branch offices.
Responsibilities
- Be the main marketing contact for 30+ advisors and help each one grow their business
- Build an annual marketing plan with each advisor, with S.M.A.R.T. goals and a clear path to get there
- Split your time between strategy and hands-on work, running campaigns across digital, email, social, and print
- Create the playbooks, templates, and tiered service model that let advisor marketing grow along with the firm
- Work closely with the Director of Marketing, Business Development Manager, and Content Strategist
- Visit branch offices in person to build real advisor relationships
Skills
- 5+ years of marketing experience
- Ideally working directly with clients or advisors on strategy
- Financial services or RIA experience
- Comfort coaching on strategy one minute and building the campaign or email yourself the next
- Strong project management skills, with the ability to handle many advisors' plans at once without losing track of details
- Relationship-building instincts and excellent written and verbal communication
- Familiarity with HubSpot and Redtail
- Working knowledge of FINRA and SEC advertising compliance
- A self-starting, positive, solution-focused approach that fits a remote-first role
- Bachelor's degree in Marketing, Communications, Business, or a related field
Benefits
- Remote-first flexibility
- Ongoing professional development through conferences, webinars, and industry learning
- A Monday–Thursday 8–5 schedule with 3:00 p.m. finishes on Fridays
- The chance to shape how advisor marketing grows as new offices are added
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