Overview
Are you passionate about helping others build authority and trust through modern media? As a YouTube Strategist, you’ll partner with independent financial professionals to develop and execute strategies that grow their brand and audience over time. This role is ideal for someone with hands-on experience in organic content marketing who can turn strategy into real results.
Financial services experience isn’t required — we value strategic thinkers who are curious, adaptable, and confident in translating business goals into effective content. You’ll work closely with internal creative teams and partners to drive long-term impact
What you’ll do
Lead YouTube strategy for a portfolio of financial advisors, serving as a trusted strategic partner
Develop content strategies that align advisor goals, audience needs, and platform best practices
Guide clients through strategic decision-making related to positioning, messaging, and content direction
Translate strategy into clear, actionable briefs for scripts, thumbnails, and video concepts
Collaborate with writing, editing, and design teams to ensure creative execution supports strategic intent
Review and provide feedback on scripts and creative assets to maintain quality and consistency
Monitor channel performance and engagement trends to inform iterative strategy improvements
Proactively identify opportunities to strengthen content performance, brand authority, and audience connection
Other duties as assigned
Experience you’ll bring
3–5 years of experience in YouTube strategy, content strategy, digital marketing, or a related role
Experience contributing to, or supporting, content marketing strategies within a professional, agency, or in-house environment
Strong understanding of content marketing fundamentals, including content positioning, audience engagement, and performance analysis.
Ability to connect content strategy to broader business or brand objectives
Confident, professional, and effective communicator in both written and verbal settings
Experience working with clients or internal stakeholders in a strategic or advisory capacity
Strong organizational skills with the ability to manage multiple priorities simultaneously
A proactive, ownership-driven mindset with comfort operating in an evolving, results-oriented environment
Bonus Points
Demonstrated experience leading or owning YouTube strategies that drove channel growth, audience engagement, or business results (ex. sales or revenue)
Experience helping businesses or personal brands grow through YouTube
Experience applying structured experimentation or testing methodologies to evaluate ideas and inform strategic direction.
Background working with financial professionals, professional services or regulated industries
Led or is familiar with content production and creative collaboration
Experience documenting strategy, processes, or playbooks to support scale
What you’ll get
Amazing benefits including medical, dental, vision and 401k (with matching options)
Generous PTO package from your start date
Access to an on-site café, gym and primary care
Continuous personal and professional development opportunities
Recognition for hard work & exemplary performance
Employee sponsored events…and more!
Who We Are Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
#J-18808-Ljbffr
Financial services experience isn’t required — we value strategic thinkers who are curious, adaptable, and confident in translating business goals into effective content. You’ll work closely with internal creative teams and partners to drive long-term impact
What you’ll do
Lead YouTube strategy for a portfolio of financial advisors, serving as a trusted strategic partner
Develop content strategies that align advisor goals, audience needs, and platform best practices
Guide clients through strategic decision-making related to positioning, messaging, and content direction
Translate strategy into clear, actionable briefs for scripts, thumbnails, and video concepts
Collaborate with writing, editing, and design teams to ensure creative execution supports strategic intent
Review and provide feedback on scripts and creative assets to maintain quality and consistency
Monitor channel performance and engagement trends to inform iterative strategy improvements
Proactively identify opportunities to strengthen content performance, brand authority, and audience connection
Other duties as assigned
Experience you’ll bring
3–5 years of experience in YouTube strategy, content strategy, digital marketing, or a related role
Experience contributing to, or supporting, content marketing strategies within a professional, agency, or in-house environment
Strong understanding of content marketing fundamentals, including content positioning, audience engagement, and performance analysis.
Ability to connect content strategy to broader business or brand objectives
Confident, professional, and effective communicator in both written and verbal settings
Experience working with clients or internal stakeholders in a strategic or advisory capacity
Strong organizational skills with the ability to manage multiple priorities simultaneously
A proactive, ownership-driven mindset with comfort operating in an evolving, results-oriented environment
Bonus Points
Demonstrated experience leading or owning YouTube strategies that drove channel growth, audience engagement, or business results (ex. sales or revenue)
Experience helping businesses or personal brands grow through YouTube
Experience applying structured experimentation or testing methodologies to evaluate ideas and inform strategic direction.
Background working with financial professionals, professional services or regulated industries
Led or is familiar with content production and creative collaboration
Experience documenting strategy, processes, or playbooks to support scale
What you’ll get
Amazing benefits including medical, dental, vision and 401k (with matching options)
Generous PTO package from your start date
Access to an on-site café, gym and primary care
Continuous personal and professional development opportunities
Recognition for hard work & exemplary performance
Employee sponsored events…and more!
Who We Are Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
#J-18808-Ljbffr