Note: The job is a remote job and is open to candidates in USA. The company provides coaching, partnership services, and financial advice with a mission to be the most trusted in financial advice. The Marketing Manager will serve as a strategic marketing partner to advisory firms by developing multi-channel growth strategies, leading complex initiatives, leveraging data and insights, and improving marketing operations through cross-functional collaboration.
Responsibilities
- Act as a strategic advisor to assigned firms by clarifying growth goals and translating those goals into multi-channel marketing strategies. Develop and guide advisors through strategic marketing plans aligned to objectives, capacity, and target audiences. Provide informed recommendations across digital, events, referrals, COIs, content, automation, and brand. Serve as a trusted thought partner by introducing new ideas, frameworks, and best practices that elevate marketing maturity. Present ideas, insights, and recommendations confidently in internal and partner-facing settings. Serve as a subject matter expert within assigned areas to support team knowledge-sharing and continuous learning
- Leverage marketing data, analytics, and performance metrics to inform recommendations and evaluate effectiveness. Collect, synthesize, and share growth insights to inform broader strategy. Apply data and professional judgment to make independent decisions, escalate appropriately, and resolve issues
- Lead complex marketing initiatives from strategy through execution with minimal guidance. Partner with internal production teams to ensure work aligns with strategic intent. Support enterprise-level initiatives, pilots, and rollouts by contributing strategic perspective and hands-on leadership
- Identify opportunities to improve processes, streamline workflows, and scale effective strategies. Proactively surface gaps, inefficiencies, and risks while recommending solutions that improve outcomes and advisor experience. Contribute to the evolution of the marketing operating model through feedback, testing, and iteration. Collaborate closely with cross-functional partners across Marketing, Product, Analytics, Compliance, and Operations. Coordinate with marketing coordinators and specialists to process standard requests and communicate out-of-scope items
- Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives
Skills
- Bachelor's degree in marketing, communications, or a related field required
- Minimum of five years of progressive marketing experience required
- Demonstrated experience developing and executing integrated marketing strategies across multiple channels required
- Proven ability to manage complex projects, timelines, and multiple stakeholders simultaneously required
- Experience working collaboratively with creative, digital, analytics, and cross-functional teams required
- Strong strategic thinking, problem-solving, and decision-making skills required
- Excellent communication and presentation skills required
- High ownership mindset with comfort leading work end-to-end and managing ambiguity required
- Working knowledge of marketing performance measurement and ROI assessment using tools such as Excel, PowerBI, Tableau, or similar platforms preferred
Benefits
- Bonus and/or commissions
- 401(k) with company contribution
- PTO
- Parental Leave
- Sabbatical Leave
- Medical
- Dental
- Vision
- Health Savings Accounts
- Flexible Spending Accounts
- Life and AD&D Insurance
- Short and Long-Term Disability
- Work/Life Benefits
- Holistic Wellbeing Programs
- Remote work
Company Overview