Advisor Marketing Specialist

Accountabilities

Advisor Marketing Strategy: Serve as the primary day-to-day marketing partner for approximately 8–10 financial advisor teams, developing a strong understanding of their business objectives, services, brand voice, and growth opportunities.
Strategic Planning and Consultation: Lead proactive marketing planning sessions with advisors, identify business needs, recommend appropriate campaigns, and align team-level initiatives with broader regional growth priorities.
Marketing Plan Coordination: Connect advisor marketing plans with corporate marketing resources, growth initiatives, and available tools, including established content libraries and platforms for events, email, and social media.
Event Planning and Execution: Coordinate marketing events and related initiatives, helping advisor teams execute their growth plans and engage effectively with clients and prospects.
Campaign Development and Management: Plan, launch, and optimize integrated marketing campaigns across email, social media, websites, events, and other relevant channels using tools such as FMG Suite, Canva, Wistia, Wrike, and Salesforce.
Content and Creative Coordination: Manage collateral development, content customization, campaign assets, and vendor communications while collaborating with Creative, Brand, Web, and Compliance teams to ensure quality, consistency, and timely approvals.
Performance Tracking and Reporting: Use Salesforce reports, dashboards, and campaign data to monitor performance, manage campaign budgets, communicate results, and recommend improvements based on measurable outcomes.
AI-Enabled Marketing: Apply AI tools to accelerate content development, generate ideas, improve productivity, and streamline recurring marketing processes while maintaining accuracy, quality, and brand alignment.
Relationship Management: Build strong, trusted relationships with advisors and internal stakeholders, understanding the specific needs of each practice and providing proactive, responsive marketing support.
Communication and Documentation: Maintain clear documentation of marketing plans, campaigns, budgets, progress, challenges, and advisor feedback, ensuring relevant stakeholders remain informed and aligned.
Advisor Education and Enablement: Train and educate advisors and their staff on marketing recommendations, available tools, collateral, and strategies that support the client and prospect lifecycle.
Insights and Best Practices: Research industry developments and emerging marketing trends, identify successful approaches, and share insights and success stories across the advisor community.
Process Improvement and Innovation: Contribute to the development of new marketing tools, templates, campaign frameworks, and repeatable processes that improve efficiency and expand marketing capabilities.
Cross-Team Collaboration: Participate in team meetings, creative brainstorming sessions, and campaign reviews while supporting broader marketing initiatives and helping scale successful ideas across advisor teams.
Requirements
Bachelor's degree in Marketing, Communications, or a related field.
At least three years of experience in marketing or sales enablement; experience in financial services marketing is beneficial but not required.
Strong project management and organizational skills, with the ability to manage multiple advisor relationships, campaigns, deadlines, and competing priorities simultaneously.
Excellent written communication, copywriting, visual storytelling, and content development skills.
Strong interpersonal and relationship-building abilities, with a customer-focused mindset and the capacity to establish credibility quickly with financial advisors and internal stakeholders.
Demonstrated ability to translate business objectives into practical, creative marketing strategies that support growth and engagement.
Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint.
Experience working with CRM systems is required; familiarity with Salesforce is an advantage.
Familiarity with marketing platforms such as FMG Suite, Canva, Wistia, and Wrike is preferred, along with the ability to learn new applications and technologies quickly.
Strong analytical skills and the ability to interpret marketing performance data, prepare reports, evaluate results, and make data-informed recommendations.
Demonstrated AI literacy, including the ability to write effective prompts, assess AI-generated content for accuracy and appropriateness, and integrate AI tools into daily workflows while maintaining quality standards.
Willingness to continuously learn about emerging AI technologies, marketing methodologies, and industry trends, including understanding the appropriate applications and limitations of new tools.
Strong attention to detail and the ability to produce accurate, polished, and professional marketing materials.
Empathy and curiosity, with the ability to understand advisors' business challenges, ask insightful questions, and recommend solutions that reflect their needs.
Results-oriented approach, with a commitment to meeting objectives, improving campaign effectiveness, and identifying opportunities for growth.
Excellent listening, presentation, and communication skills, including the ability to give and receive constructive feedback professionally.
Ability to work independently in a remote environment while collaborating effectively with cross-functional teams.
Willingness to travel approximately two to seven times per year to support advisor initiatives and marketing events.
Benefits
Competitive annual base salary: Expected starting range of $68,000–$80,000, excluding bonuses and benefits. The full salary grade for this level is $67,300–$97,600. Final compensation depends on qualifications, experience, skills, location, and market factors.
Remote work: A fully remote position offering flexibility and the opportunity to work with advisor teams across the United States.
Medical coverage: Medical, dental, and vision insurance for eligible full-time employees and their families.
Health spending accounts: Health Savings Account (HSA) with employer contributions, plus Flexible Spending Accounts (FSA) for eligible medical, dependent care, and transit expenses.
Retirement benefits: 401(k) plan with employer matching and profit-sharing opportunities.
Life and disability insurance: Employer-paid and voluntary life and accidental death and dismemberment (AD&D) coverage, as well as employer-paid short-term and long-term disability benefits.
Paid time off: 18 days of paid time off annually, increasing to 25 days after four years of service.
Paid holidays: 12 paid holidays each year, including 10 scheduled holidays and two floating holidays.
Family support: Paid parental leave and paid caregiver leave, with caregiver leave available after six months of service.
Wellness resources: Access to wellness programs and resources designed to support employee health and well-being.
Additional voluntary benefits: Optional benefits, including pet insurance.
Professional development: Training opportunities and reimbursement for eligible tuition, professional licenses, and credentials, subject to applicable service requirements.
Career development: Opportunities to expand marketing expertise, develop advisor relationships, contribute to strategic initiatives, and help shape scalable marketing programs.
Collaborative work environment: The opportunity to work with marketing, creative, brand, digital, and compliance professionals while supporting multiple advisor teams.