Director, Advisor & Platform Marketing
Department:
Marketing
Employment Type:
Full Time
Location:
Tampa, FL
Compensation:
$90,000 - $110,000 / year
Description The Director, Advisor & Platform Marketing is responsible for the day-to-day execution and operational management of Concurrent’s advisor marketing programs and platform marketing initiatives. This role is highly execution-oriented and sits at the center of marketing delivery, advisor support, internal coordination, and vendor management.
This role partners closely with Investments, Planning, Operations, Retirement Services, Technology, Practice Synergies & Enterprise Consulting, Business Development, Compliance, Finance, Corporate Communications, and Corporate Marketing & Public Relations to ensure marketing initiatives are delivered consistently, compliantly, and at scale.
The role combines marketing leadership, content packaging, workflow management, and advisor-facing marketing support, including hands-on coaching and coordination with internal teams and external partners.
Key Responsibilities
Advisor Marketing Execution
Manage advisor-facing marketing programs, tools, and services across the platform
Oversee execution of advisor marketing deliverables including collateral, digital assets, pitch decks, social content, campaigns, and event materials
Scope, prioritize, and manage advisor marketing requests in alignment with platform standards and capacity
Coordinate advisor access to approved platforms, templates, and vendors
Ensure all advisor marketing materials align with brand and compliance requirements
Monitor third-party vendor performance and ensure timely delivery within scope
Platform Marketing Support
Support execution of firm-wide marketing initiatives in partnership with Corporate Marketing & Public Relations
Assist with advisor conferences, platform events, and strategic initiatives from a marketing execution perspective
Coordinate timelines, materials, and deliverables across internal teams and external vendors
Support campaigns tied to business development, recruiting, and platform growth
Assist with thought leadership creation and packaging aligned with leadership messaging and firm priorities
Marketing Operations & Project Management
Manage marketing intake, workflows, prioritization, and delivery timelines
Track dependencies, risks, and deliverables across multiple concurrent initiatives
Maintain visibility into active projects, workloads, and utilization
Identify execution gaps or bottlenecks and escalate appropriately
Vendor & Partner Management
Coordinate with external agencies, designers, videographers, and marketing vendors
Ensure vendors understand scope, timelines, and platform standards
Track vendor performance, deliverables, and service quality
Support invoice review and budget tracking where applicable
Compliance, Brand & Governance
Coordinate compliance reviews for advisor-facing and public-facing marketing materials
Ensure adherence to SEC, FINRA, and firm marketing and advertising standards
Maintain documentation of approvals and final deliverables
Escalate compliance or brand risks appropriately
What We’re Looking For
Highly self-directed, organized, and execution-focused marketing leader
Strong judgment with a collaborative, solutions-oriented approach
Proven ability to manage multiple initiatives simultaneously
Comfortable operating in fast-paced, regulated environments with competing priorities
Strong communication skills, including remote collaboration
Detail-oriented with a strong commitment to brand and compliance standards
Qualifications
Bachelor’s degree in Marketing, Communications, Business, or a related field
Minimum 5 years of experience working in or with financial services or wealth management firms
Experience in marketing operations, marketing management, or agency coordination
Experience supporting client-facing professionals in a regulated environment
Strong project management and organizational skills
Experience managing external vendors or agencies
Marketing Tools & Platforms Experience with or ability to quickly learn tools commonly used in the wealth management industry, including:
CRM & automation: HubSpot, Salesforce
Advisor marketing platforms: FMG or similar solutions
Design & asset tools: Canva, Adobe InDesign
Video & media platforms: Vimeo, YouTube, Riverside, Adobe Rush, CapCut
Social & executive visibility: LinkedIn, Instagram
Productivity: Microsoft PowerPoint, Word, PDF tools
Collaboration & events: Microsoft Teams, Zoom, ON24
Website platforms: WordPress and similar CMS tools
Location / Schedule
This position will work in our Tampa, FL office. Remote work will be considered for well qualified candidates
Working hours are 9am-5pm Monday-Friday with the option to work remote on Fridays
Occasional evening/weekend hours may be requested
Ability to travel up to 15%
Job Type
Full-time, Exempt
$90,000-$110,000 base per year, dependent on experience, with additional semi-annual performance bonus opportunities
Benefits
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Life insurance
Paid time off
Vision insurance
#J-18808-Ljbffr
Marketing
Employment Type:
Full Time
Location:
Tampa, FL
Compensation:
$90,000 - $110,000 / year
Description The Director, Advisor & Platform Marketing is responsible for the day-to-day execution and operational management of Concurrent’s advisor marketing programs and platform marketing initiatives. This role is highly execution-oriented and sits at the center of marketing delivery, advisor support, internal coordination, and vendor management.
This role partners closely with Investments, Planning, Operations, Retirement Services, Technology, Practice Synergies & Enterprise Consulting, Business Development, Compliance, Finance, Corporate Communications, and Corporate Marketing & Public Relations to ensure marketing initiatives are delivered consistently, compliantly, and at scale.
The role combines marketing leadership, content packaging, workflow management, and advisor-facing marketing support, including hands-on coaching and coordination with internal teams and external partners.
Key Responsibilities
Advisor Marketing Execution
Manage advisor-facing marketing programs, tools, and services across the platform
Oversee execution of advisor marketing deliverables including collateral, digital assets, pitch decks, social content, campaigns, and event materials
Scope, prioritize, and manage advisor marketing requests in alignment with platform standards and capacity
Coordinate advisor access to approved platforms, templates, and vendors
Ensure all advisor marketing materials align with brand and compliance requirements
Monitor third-party vendor performance and ensure timely delivery within scope
Platform Marketing Support
Support execution of firm-wide marketing initiatives in partnership with Corporate Marketing & Public Relations
Assist with advisor conferences, platform events, and strategic initiatives from a marketing execution perspective
Coordinate timelines, materials, and deliverables across internal teams and external vendors
Support campaigns tied to business development, recruiting, and platform growth
Assist with thought leadership creation and packaging aligned with leadership messaging and firm priorities
Marketing Operations & Project Management
Manage marketing intake, workflows, prioritization, and delivery timelines
Track dependencies, risks, and deliverables across multiple concurrent initiatives
Maintain visibility into active projects, workloads, and utilization
Identify execution gaps or bottlenecks and escalate appropriately
Vendor & Partner Management
Coordinate with external agencies, designers, videographers, and marketing vendors
Ensure vendors understand scope, timelines, and platform standards
Track vendor performance, deliverables, and service quality
Support invoice review and budget tracking where applicable
Compliance, Brand & Governance
Coordinate compliance reviews for advisor-facing and public-facing marketing materials
Ensure adherence to SEC, FINRA, and firm marketing and advertising standards
Maintain documentation of approvals and final deliverables
Escalate compliance or brand risks appropriately
What We’re Looking For
Highly self-directed, organized, and execution-focused marketing leader
Strong judgment with a collaborative, solutions-oriented approach
Proven ability to manage multiple initiatives simultaneously
Comfortable operating in fast-paced, regulated environments with competing priorities
Strong communication skills, including remote collaboration
Detail-oriented with a strong commitment to brand and compliance standards
Qualifications
Bachelor’s degree in Marketing, Communications, Business, or a related field
Minimum 5 years of experience working in or with financial services or wealth management firms
Experience in marketing operations, marketing management, or agency coordination
Experience supporting client-facing professionals in a regulated environment
Strong project management and organizational skills
Experience managing external vendors or agencies
Marketing Tools & Platforms Experience with or ability to quickly learn tools commonly used in the wealth management industry, including:
CRM & automation: HubSpot, Salesforce
Advisor marketing platforms: FMG or similar solutions
Design & asset tools: Canva, Adobe InDesign
Video & media platforms: Vimeo, YouTube, Riverside, Adobe Rush, CapCut
Social & executive visibility: LinkedIn, Instagram
Productivity: Microsoft PowerPoint, Word, PDF tools
Collaboration & events: Microsoft Teams, Zoom, ON24
Website platforms: WordPress and similar CMS tools
Location / Schedule
This position will work in our Tampa, FL office. Remote work will be considered for well qualified candidates
Working hours are 9am-5pm Monday-Friday with the option to work remote on Fridays
Occasional evening/weekend hours may be requested
Ability to travel up to 15%
Job Type
Full-time, Exempt
$90,000-$110,000 base per year, dependent on experience, with additional semi-annual performance bonus opportunities
Benefits
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Life insurance
Paid time off
Vision insurance
#J-18808-Ljbffr